King Wealth Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

King Wealth Management Group’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	$530K	Buy	4,802 +282	+6%	+$29.7K	0.06%	108
2026 Q1	$439K	Hold	4,520	–	–	0.05%	112
2025 Q4	$435K	Hold	4,520	–	–	0.05%	110
2025 Q3	$436K	Hold	4,520	–	–	0.05%	107
2025 Q2	$416K	Hold	4,520	–	–	0.06%	108
2025 Q1	$385K	Hold	4,520	–	–	0.06%	109
2024 Q4	$400K	Hold	4,520	–	–	0.06%	103
2024 Q3	$398K	Hold	4,520	–	–	0.06%	102
2024 Q2	$366K	Hold	4,520	–	–	0.06%	104
2024 Q1	$380K	Buy	4,520 +1,635	+57%	+$130K	0.07%	94
2023 Q4	$224K	Buy	+2,885	New	+$205K	0.04%	128
2023 Q3	–	Sell	-2,885	Closed	-$211K	–	148
2023 Q2	$211K	Hold	2,885	–	–	0.04%	136
2023 Q1	$202K	Buy	+2,885	New	+$204K	0.04%	137
2022 Q2	–	Sell	-2,885	Closed	-$225K	–	171
2022 Q1	$225K	Hold	2,885	–	–	0.04%	159
2021 Q4	$239K	Buy	+2,885	New	+$237K	0.04%	153

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

King Wealth Management Group's IWR Position: Q2 2026 in Review

King Wealth Management Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.2% in Q2 2026, buying an estimated $29.7K and bringing the position to 4,802 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #108.

King Wealth Management Group first reported a position in IWR in Q4 2021 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

King Wealth Management Group held 4,802 shares of iShares Russell Mid-Cap ETF worth $530K as of Q2 2026.
King Wealth Management Group bought 282 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $29.7K.
iShares Russell Mid-Cap ETF made up 0.06% of King Wealth Management Group's portfolio in Q2 2026, its #108 holding.
King Wealth Management Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on King Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.