MPWM Advisory Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MPWM Advisory Solutions’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	$56.5K	Sell	581 -12	-2%	-$1.2K	0.03%	189
2025 Q4	$57.1K	Sell	593 -19	-3%	-$1.83K	0.03%	165
2025 Q3	$59.1K	Sell	612 -60	-9%	-$5.69K	0.04%	149
2025 Q2	$61.8K	Sell	672 -94	-12%	-$8.12K	0.04%	144
2025 Q1	$65.1K	Hold	766	–	–	0.05%	123
2024 Q4	$67.7K	Buy	+766	New	+$69.5K	0.05%	126

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

MPWM Advisory Solutions's IWR Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q1 2026, selling an estimated $1.2K and leaving 581 shares worth $56.5K. The position accounts for 0.03% of the portfolio, ranked #189.

MPWM Advisory Solutions first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $67.7K in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

MPWM Advisory Solutions held 581 shares of iShares Russell Mid-Cap ETF worth $56.5K as of Q1 2026.
MPWM Advisory Solutions sold 12 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.2K.
iShares Russell Mid-Cap ETF made up 0.03% of MPWM Advisory Solutions's portfolio in Q1 2026, its #189 holding.
MPWM Advisory Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's iShares Russell Mid-Cap ETF position peaked at $67.7K in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.