Luminist Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Luminist Capital’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 Q3	$854	Hold	8	–	–	﹤0.01%	347
2026 Q2	$883	Buy	+8	New	+$841	﹤0.01%	364
2026 Q1	–	Sell	-8	Closed	-$770	–	190
2025 Q4	$770	Sell	8 -68	-89%	-$6.54K	﹤0.01%	249
2025 Q3	$7.34K	Buy	76 +68	+850%	+$6.45K	0.01%	204
2025 Q2	$741	Hold	8	–	–	﹤0.01%	300
2025 Q1	$683	Hold	8	–	–	﹤0.01%	227
2024 Q4	$707	Buy	+8	New	+$726	﹤0.01%	214

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Luminist Capital's IWR Position: Q3 2026 in Review

Luminist Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 8 shares worth $854. The position accounts for ﹤0.01% of the portfolio, ranked #347.

Luminist Capital first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.34K in Q3 2025. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Luminist Capital held 8 shares of iShares Russell Mid-Cap ETF worth $854 as of Q3 2026.
Luminist Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Luminist Capital's portfolio in Q3 2026, its #347 holding.
Luminist Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Luminist Capital's iShares Russell Mid-Cap ETF position peaked at $7.34K in Q3 2025.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Luminist Capital's 13F filing for Q3 2026, filed 10 Nov 2026.