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
Q3 		$2.46M Buy
23,051
+1,029
+5% +$114K 2.34% 13
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Moneywise Inc's IWR Position: Q3 2026 in Review

Moneywise Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.7% in Q3 2026, buying an estimated $114K and bringing the position to 23,051 shares worth $2.46M. The position accounts for 2.34% of the portfolio, ranked #13.

Moneywise Inc first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Moneywise Inc held 23,051 shares of iShares Russell Mid-Cap ETF worth $2.46M as of Q3 2026.
  • Moneywise Inc bought 1,029 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $114K.
  • iShares Russell Mid-Cap ETF made up 2.34% of Moneywise Inc's portfolio in Q3 2026, its #13 holding.
  • Moneywise Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.