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

Morris Financial Concepts’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	$216K	Sell	1,962 -27	-1%	-$2.84K	0.07%	133
2026 Q1	$193K	Buy	1,989 +625	+46%	+$62.4K	0.07%	141
2025 Q4	$131K	Hold	1,364	–	–	0.05%	142
2025 Q3	$132K	Hold	1,364	–	–	0.05%	144
2025 Q2	$125K	Hold	1,364	–	–	0.05%	142
2025 Q1	$116K	Hold	1,364	–	–	0.05%	141
2024 Q4	$121K	Hold	1,364	–	–	0.05%	133
2024 Q3	$120K	Hold	1,364	–	–	0.05%	134
2024 Q2	$111K	Hold	1,364	–	–	0.05%	109
2024 Q1	$115K	Hold	1,364	–	–	0.06%	107
2023 Q4	$106K	Hold	1,364	–	–	0.06%	108
2023 Q3	$94.5K	Hold	1,364	–	–	0.06%	95
2023 Q2	$99.6K	Hold	1,364	–	–	0.06%	94
2023 Q1	$95.4K	Hold	1,364	–	–	0.07%	93
2022 Q4	$92K	Hold	1,364	–	–	0.07%	86
2022 Q3	$85K	Hold	1,364	–	–	0.09%	73
2022 Q2	$88K	Hold	1,364	–	–	0.08%	77
2022 Q1	$106K	Hold	1,364	–	–	0.09%	77
2021 Q4	$113K	Buy	+1,364	New	+$112K	0.09%	69

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

Morris Financial Concepts's IWR Position: Q2 2026 in Review

Morris Financial Concepts reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, selling an estimated $2.84K and leaving 1,962 shares worth $216K. The position accounts for 0.07% of the portfolio, ranked #133.

Morris Financial Concepts first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Morris Financial Concepts held 1,962 shares of iShares Russell Mid-Cap ETF worth $216K as of Q2 2026.
Morris Financial Concepts sold 27 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.84K.
iShares Russell Mid-Cap ETF made up 0.07% of Morris Financial Concepts's portfolio in Q2 2026, its #133 holding.
Morris Financial Concepts first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.