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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Luminist Capital's IWR Position: Q2 2026 in Review

Luminist Capital opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 8 shares worth $883. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Luminist Capital previously reported a position in IWR as recently as Q4 2025.

Luminist Capital first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $7.34K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Luminist Capital held 8 shares of iShares Russell Mid-Cap ETF worth $883 as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Luminist Capital position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Luminist Capital's portfolio in Q2 2026, its #364 holding.
  • Luminist Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Luminist Capital's iShares Russell Mid-Cap ETF position peaked at $7.34K in Q3 2025.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.