Kiley Juergens Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kiley Juergens Wealth Management’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Sell	3,595 -11	-0.3%	-$1.16K	0.06%	166
2026 Q1	$351K	Buy	+3,606	New	+$360K	0.06%	168
2018 Q4	–	Sell	-8,320	Closed	-$458K	–	347
2018 Q3	$458K	Buy	8,320 +972	+13%	+$53.3K	0.34%	61
2018 Q2	$389K	Buy	7,348 +36	+0.5%	+$1.9K	0.35%	55
2018 Q1	$377K	Sell	7,312 -100	-1%	-$5.27K	0.41%	53
2017 Q4	$385K	Buy	+7,412	New	+$376K	0.35%	51

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kiley Juergens Wealth Management's IWR Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.31% in Q2 2026, selling an estimated $1.16K and leaving 3,595 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #166.

Kiley Juergens Wealth Management first reported a position in IWR in Q4 2017 and has held it in 6 quarters since. The position peaked at $458K in Q3 2018. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kiley Juergens Wealth Management held 3,595 shares of iShares Russell Mid-Cap ETF worth $397K as of Q2 2026.
Kiley Juergens Wealth Management sold 11 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.16K.
iShares Russell Mid-Cap ETF made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #166 holding.
Kiley Juergens Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 6 quarters since.
Kiley Juergens Wealth Management's iShares Russell Mid-Cap ETF position peaked at $458K in Q3 2018.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.