Laurel Oak Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Laurel Oak 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	$343K	Buy	3,109 +241	+8%	+$25.3K	0.05%	266
2026 Q1	$279K	Sell	2,868 -269	-9%	-$26.9K	0.05%	289
2025 Q4	$302K	Buy	+3,137	New	+$302K	0.05%	263

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

Laurel Oak Wealth Management's IWR Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 3,109 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #266.

Laurel Oak Wealth Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Laurel Oak Wealth Management held 3,109 shares of iShares Russell Mid-Cap ETF worth $343K as of Q2 2026.
Laurel Oak Wealth Management bought 241 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $25.3K.
iShares Russell Mid-Cap ETF made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #266 holding.
Laurel Oak Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.