Montis Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Montis Financial’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	$806K	Sell	7,309 -85	-1%	-$8.94K	0.16%	74
2026 Q1	$719K	Sell	7,394 -535	-7%	-$53.4K	0.15%	74
2025 Q4	$763K	Sell	7,929 -930	-10%	-$89.4K	0.15%	73
2025 Q3	$855K	Sell	8,859 -417	-4%	-$39.5K	0.2%	71
2025 Q2	$853K	Sell	9,276 -2,187	-19%	-$189K	0.24%	58
2025 Q1	$975K	Sell	11,463 -3,142	-22%	-$280K	0.29%	50
2024 Q4	$1.29M	Buy	+14,605	New	+$1.33M	0.4%	45

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Montis Financial's IWR Position: Q2 2026 in Review

Montis Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $8.94K and leaving 7,309 shares worth $806K. The position accounts for 0.16% of the portfolio, ranked #74.

Montis Financial first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q4 2024. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Montis Financial held 7,309 shares of iShares Russell Mid-Cap ETF worth $806K as of Q2 2026.
Montis Financial sold 85 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $8.94K.
iShares Russell Mid-Cap ETF made up 0.16% of Montis Financial's portfolio in Q2 2026, its #74 holding.
Montis Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Montis Financial's iShares Russell Mid-Cap ETF position peaked at $1.29M in Q4 2024.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.