Measured Wealth Private Client Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Measured Wealth Private Client Group’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	$21.2K	Hold	192	–	–	0.01%	472
2026 Q1	$18.7K	Hold	192	–	–	0.01%	485
2025 Q4	$18.5K	Hold	192	–	–	﹤0.01%	491
2025 Q3	$18.5K	Buy	+192	New	+$18.2K	0.01%	482
2018 Q4	–	Sell	-1,032	Closed	-$57K	–	406
2018 Q3	$57K	Buy	+1,032	New	+$56.6K	0.03%	320

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

Measured Wealth Private Client Group's IWR Position: Q2 2026 in Review

Measured Wealth Private Client Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 192 shares worth $21.2K. The position accounts for 0.01% of the portfolio, ranked #472.

Measured Wealth Private Client Group first reported a position in IWR in Q3 2018 and has held it in 5 quarters since. The position peaked at $57K in Q3 2018. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Measured Wealth Private Client Group held 192 shares of iShares Russell Mid-Cap ETF worth $21.2K as of Q2 2026.
Measured Wealth Private Client Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #472 holding.
Measured Wealth Private Client Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 5 quarters since.
Measured Wealth Private Client Group's iShares Russell Mid-Cap ETF position peaked at $57K in Q3 2018.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.