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

Mascoma 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	$44.8K	Hold	406	–	–	0.01%	199
2026 Q1	$39.5K	Hold	406	–	–	0.01%	208
2025 Q4	$39.1K	Hold	406	–	–	0.01%	205
2025 Q3	$39.2K	Hold	406	–	–	0.01%	211
2025 Q2	$37.3K	Sell	406 -23	-5%	-$1.99K	0.01%	215
2025 Q1	$36.5K	Buy	429 +23	+6%	+$2.05K	0.01%	210
2024 Q4	$35.9K	Hold	406	–	–	0.01%	226
2024 Q3	$35.8K	Hold	406	–	–	0.01%	219
2024 Q2	$32.9K	Hold	406	–	–	0.01%	229
2024 Q1	$34.1K	Hold	406	–	–	0.01%	215
2023 Q4	$31.6K	Hold	406	–	–	0.01%	228
2023 Q3	$28.1K	Hold	406	–	–	0.01%	241
2023 Q2	$30.1K	Hold	406	–	–	0.01%	231
2023 Q1	$28.2K	Hold	406	–	–	0.01%	300
2022 Q4	$27.4K	Hold	406	–	–	0.01%	297
2022 Q3	$25K	Hold	406	–	–	0.01%	312
2022 Q2	$26K	Hold	406	–	–	0.01%	321
2022 Q1	$32K	Hold	406	–	–	0.01%	321
2021 Q4	$34K	Hold	406	–	–	0.01%	264
2021 Q3	$32K	Buy	+406	New	+$32.5K	0.01%	247

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

Mascoma Wealth Management's IWR Position: Q2 2026 in Review

Mascoma Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 406 shares worth $44.8K. The position accounts for 0.01% of the portfolio, ranked #199.

Mascoma Wealth Management first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mascoma Wealth Management held 406 shares of iShares Russell Mid-Cap ETF worth $44.8K as of Q2 2026.
Mascoma Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #199 holding.
Mascoma Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.