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

Narus Financial Partners’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	$3.47M	Buy	31,478 +898	+3%	+$94.4K	0.89%	15
2026 Q1	$2.97M	Buy	30,580 +1,571	+5%	+$157K	0.78%	17
2025 Q4	$2.79M	Sell	29,009 -209	-0.7%	-$20.1K	0.77%	17
2025 Q3	$2.82M	Buy	29,218 +2,331	+9%	+$221K	0.77%	19
2025 Q2	$2.47M	Sell	26,887 -4,815	-15%	-$416K	0.77%	23
2025 Q1	$2.7M	Buy	31,702 +6,221	+24%	+$555K	0.92%	19
2024 Q4	$2.25M	Buy	25,481 +18,543	+267%	+$1.68M	0.76%	28
2024 Q3	$612K	Buy	6,938 +192	+3%	+$16.2K	0.22%	66
2024 Q2	$547K	Buy	6,746 +864	+15%	+$70.3K	0.22%	70
2024 Q1	$495K	Buy	5,882 +176	+3%	+$13.9K	0.21%	76
2023 Q4	$444K	Buy	5,706 +947	+20%	+$67.3K	0.21%	73
2023 Q3	$330K	Buy	4,759 +637	+15%	+$46.5K	0.17%	83
2023 Q2	$301K	Buy	+4,122	New	+$287K	0.16%	88

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

Narus Financial Partners's IWR Position: Q2 2026 in Review

Narus Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, buying an estimated $94.4K and bringing the position to 31,478 shares worth $3.47M. The position accounts for 0.89% of the portfolio, ranked #15.

Narus Financial Partners first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. 1,590 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Narus Financial Partners held 31,478 shares of iShares Russell Mid-Cap ETF worth $3.47M as of Q2 2026.
Narus Financial Partners bought 898 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $94.4K.
iShares Russell Mid-Cap ETF made up 0.89% of Narus Financial Partners's portfolio in Q2 2026, its #15 holding.
Narus Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Narus Financial Partners's 13F filing for Q2 2026, filed 31 Jul 2026.