Modern Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Modern Wealth Management's IWR Position: Q2 2026 in Review
Modern Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 43% in Q2 2026, buying an estimated $399K and bringing the position to 12,597 shares worth $1.39M. The position accounts for 0.02% of the portfolio, ranked #446.
Modern Wealth Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Modern Wealth Management held 12,597 shares of iShares Russell Mid-Cap ETF worth $1.39M as of Q2 2026.
- Modern Wealth Management bought 3,793 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $399K.
- iShares Russell Mid-Cap ETF made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #446 holding.
- Modern Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.