Moulton Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moulton Wealth Management’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	–	Sell	-15,871	Closed	-$1.54M	–	60
2025 Q4	$1.54M	Sell	15,871 -109	-0.7%	-$10.5K	1.46%	25
2025 Q3	$1.54M	Buy	15,980 +2,363	+17%	+$224K	1.12%	26
2025 Q2	$1.28M	Buy	+13,617	New	+$1.18M	0.96%	26
2025 Q1	–	Sell	-15,663	Closed	-$1.38M	–	38
2024 Q4	$1.38M	Buy	+15,663	New	+$1.42M	1.06%	24
2021 Q2	–	Sell	-5,309	Closed	-$403K	–	38
2021 Q1	$403K	Buy	+5,309	New	+$384K	0.3%	35

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

Moulton Wealth Management's IWR Position: Q1 2026 in Review

Moulton Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 15,871 shares — an estimated $1.54M sold.

Moulton Wealth Management first reported a position in IWR in Q1 2021 and held it in 5 quarters. The position peaked at $1.54M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Moulton Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Moulton Wealth Management sold 15,871 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.54M.
Moulton Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 5 quarters.
Moulton Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.54M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Moulton Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.