MI
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Moneywise Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moneywise Inc’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 		$2.43M Buy
22,022
+5,015
+29% +$527K 0.91% 30
2026
Q1 		$1.65M Buy
17,007
+6,378
+60% +$637K 0.72% 34
2025
Q4 		$1.02M Buy
+10,629
New +$1.02M 0.43% 46

Other funds holding IWR

MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Moneywise Inc's IWR Position: Q2 2026 in Review

Moneywise Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, buying an estimated $527K and bringing the position to 22,022 shares worth $2.43M. The position accounts for 0.91% of the portfolio, ranked #30.

Moneywise Inc first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Moneywise Inc held 22,022 shares of iShares Russell Mid-Cap ETF worth $2.43M as of Q2 2026.
  • Moneywise Inc bought 5,015 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $527K.
  • iShares Russell Mid-Cap ETF made up 0.91% of Moneywise Inc's portfolio in Q2 2026, its #30 holding.
  • Moneywise Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.