MW
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MBL Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MBL Wealth’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 		$2.03M Sell
18,394
-950
-5% -$99.9K 0.14% 89
2026
Q1 		$1.88M Sell
19,344
-575
-3% -$57.4K 0.14% 88
2025
Q4 		$1.92M Buy
19,919
+2,225
+13% +$214K 0.15% 89
2025
Q3 		$1.71M Sell
17,694
-300
-2% -$28.4K 0.15% 82
2025
Q2 		$1.65M Sell
17,994
-300
-2% -$25.9K 0.16% 80
2025
Q1 		$1.56M Sell
18,294
-50
-0.3% -$4.46K 0.16% 73
2024
Q4 		$1.62M Sell
18,344
-100
-0.5% -$9.08K 0.16% 75
2024
Q3 		$1.63M Sell
18,444
-515
-3% -$43.4K 0.17% 70
2024
Q2 		$1.54M Sell
18,959
-520
-3% -$42.3K 0.17% 68
2024
Q1 		$1.64M Sell
19,479
-400
-2% -$31.7K 0.19% 62
2023
Q4 		$1.55M Buy
19,879
+315
+2% +$22.4K 0.19% 59
2023
Q3 		$1.35M Sell
19,564
-573
-3% -$41.8K 0.19% 58
2023
Q2 		$1.47M Sell
20,137
-355
-2% -$24.7K 0.21% 54
2023
Q1 		$1.43M Sell
20,492
-89
-0.4% -$6.28K 0.22% 53
2022
Q4 		$1.39M Sell
20,581
-325
-2% -$21.9K 0.27% 54
2022
Q3 		$1.3M Sell
20,906
-150
-0.7% -$10.3K 0.28% 59
2022
Q2 		$1.36M Buy
21,056
+5
+0% +$356 0.34% 56
2022
Q1 		$1.64M Buy
+21,051
New +$1.62M 0.4% 48
2021
Q1 		$740K Buy
10,014
+251
+3% +$18.1K 0.26% 61
2020
Q4 		$669K Buy
+9,763
New +$622K 0.26% 59

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

MBL Wealth's IWR Position: Q2 2026 in Review

MBL Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q2 2026, selling an estimated $99.9K and leaving 18,394 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #89.

MBL Wealth first reported a position in IWR in Q4 2020 and has held it in 20 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • MBL Wealth held 18,394 shares of iShares Russell Mid-Cap ETF worth $2.03M as of Q2 2026.
  • MBL Wealth sold 950 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $99.9K.
  • iShares Russell Mid-Cap ETF made up 0.14% of MBL Wealth's portfolio in Q2 2026, its #89 holding.
  • MBL Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 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 MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.