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

Mission 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 		$1.18M Buy
10,682
+2,842
+36% +$299K 0.01% 434
2026
Q1 		$762K Sell
7,840
-108
-1% -$10.8K 0.02% 381
2025
Q4 		$765K Buy
7,948
+12
+0.2% +$1.15K 0.02% 390
2025
Q3 		$766K Sell
7,936
-292
-4% -$27.7K 0.02% 388
2025
Q2 		$757K Buy
8,228
+24
+0.3% +$2.07K 0.02% 379
2025
Q1 		$698K Sell
8,204
-57
-0.7% -$5.08K 0.02% 378
2024
Q4 		$730K Sell
8,261
-538
-6% -$48.8K 0.02% 348
2024
Q3 		$776K Buy
8,799
+62
+0.7% +$5.22K 0.02% 343
2024
Q2 		$708K Sell
8,737
-12
-0.1% -$977 0.02% 338
2024
Q1 		$736K Buy
8,749
+1,584
+22% +$126K 0.02% 350
2023
Q4 		$557K Sell
7,165
-31
-0.4% -$2.2K 0.02% 350
2023
Q3 		$498K Hold
7,196
– – 0.02% 338
2023
Q2 		$526K Sell
7,196
-1,271
-15% -$88.4K 0.02% 336
2023
Q1 		$592K Sell
8,467
-849
-9% -$59.9K 0.02% 300
2022
Q4 		$628K Buy
9,316
+953
+11% +$64.3K 0.03% 281
2022
Q3 		$520K Buy
8,363
+500
+6% +$34.4K 0.03% 289
2022
Q2 		$508K Buy
7,863
+781
+11% +$55.6K 0.03% 292
2022
Q1 		$553K Buy
7,082
+128
+2% +$9.85K 0.03% 293
2021
Q4 		$577K Buy
6,954
+12
+0.2% +$985 0.03% 284
2021
Q3 		$543K Hold
6,942
– – 0.03% 275
2021
Q2 		$550K Buy
6,942
+222
+3% +$17.2K 0.03% 267
2021
Q1 		$497K Sell
6,720
-160
-2% -$11.6K 0.03% 260
2020
Q4 		$472K Buy
6,880
+370
+6% +$23.6K 0.03% 252
2020
Q3 		$374K Buy
6,510
+14
+0.2% +$797 0.03% 241
2020
Q2 		$348K Buy
6,496
+315
+5% +$15.8K 0.03% 229
2020
Q1 		$267K Buy
6,181
+1,000
+19% +$55K 0.03% 233
2019
Q4 		$309K Buy
5,181
+17
+0.3% +$976 0.03% 249
2019
Q3 		$289K Sell
5,164
-1,088
-17% -$60.8K 0.03% 240
2019
Q2 		$349K Sell
6,252
-900
-13% -$49.4K 0.04% 215
2019
Q1 		$386K Buy
+7,152
New +$371K 0.04% 196

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

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

Mission Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 36% in Q2 2026, buying an estimated $299K and bringing the position to 10,682 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #434.

Mission Wealth Management first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Mission Wealth Management held 10,682 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q2 2026.
  • Mission Wealth Management bought 2,842 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $299K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Mission Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.