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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Montis Financial's IWR Position: Q1 2026 in Review

Montis Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.7% in Q1 2026, selling an estimated $53.4K and leaving 7,394 shares worth $719K. The position accounts for 0.15% of the portfolio, ranked #74.

Montis Financial first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.29M in Q4 2024. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Montis Financial held 7,394 shares of iShares Russell Mid-Cap ETF worth $719K as of Q1 2026.
Montis Financial sold 535 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $53.4K.
iShares Russell Mid-Cap ETF made up 0.15% of Montis Financial's portfolio in Q1 2026, its #74 holding.
Montis Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Montis Financial's iShares Russell Mid-Cap ETF position peaked at $1.29M in Q4 2024.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.