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Monetary Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Monetary Solutions’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 		$101K Hold
914
– – 0.09% 86
2026
Q1 		$88.8K Sell
914
-343
-27% -$34.3K 0.09% 89
2025
Q4 		$121K Buy
+1,257
New +$121K 0.12% 70

Other funds holding IWR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Monetary Solutions's IWR Position: Q2 2026 in Review

Monetary Solutions held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 914 shares worth $101K. The position accounts for 0.09% of the portfolio, ranked #86.

Monetary Solutions first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $121K in Q4 2025. 1,381 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Monetary Solutions held 914 shares of iShares Russell Mid-Cap ETF worth $101K as of Q2 2026.
  • Monetary Solutions left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.09% of Monetary Solutions's portfolio in Q2 2026, its #86 holding.
  • Monetary Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Monetary Solutions's iShares Russell Mid-Cap ETF position peaked at $121K in Q4 2025.
  • 1,381 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.