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

Luminvest 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 Q1	$1.46M	Hold	15,056	–	–	0.38%	21
2025 Q4	$1.45M	Hold	15,056	–	–	0.4%	18
2025 Q3	$1.45M	Hold	15,056	–	–	0.47%	18
2025 Q2	$1.38M	Hold	15,056	–	–	0.5%	17
2025 Q1	$1.28M	Hold	15,056	–	–	0.53%	14
2024 Q4	$1.33M	Sell	15,056 -1	-0%	-$91	0.54%	14
2024 Q3	$1.33M	Hold	15,057	–	–	0.55%	15
2024 Q2	$1.27M	Hold	15,057	–	–	0.59%	14
2024 Q1	$1.31M	Hold	15,057	–	–	0.83%	12
2023 Q4	$1.33M	Buy	+15,057	New	+$1.07M	0.87%	12

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

Luminvest Wealth Management's IWR Position: Q1 2026 in Review

Luminvest Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 15,056 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #21.

Luminvest Wealth Management first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Luminvest Wealth Management held 15,056 shares of iShares Russell Mid-Cap ETF worth $1.46M as of Q1 2026.
Luminvest Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.38% of Luminvest Wealth Management's portfolio in Q1 2026, its #21 holding.
Luminvest Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.