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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Luminist Capital's IWR Position: Q1 2026 in Review

Luminist Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 8 shares — an estimated $770 sold.

Luminist Capital first reported a position in IWR in Q4 2024 and held it in 5 quarters. The position peaked at $7.34K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Luminist Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Luminist Capital sold 8 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $770.
Luminist Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 5 quarters.
Luminist Capital's iShares Russell Mid-Cap ETF position peaked at $7.34K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Luminist Capital's 13F filing for Q1 2026, filed 24 Apr 2026.