Next Level Wealth Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Next Level Wealth Planning’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 Q3	$30K	Buy	+281	New	+$31.1K	0.01%	221

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Next Level Wealth Planning's IWR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 281 shares worth $30K. The stake represents 0.01% of the portfolio and ranks #221 among its holdings.

1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Next Level Wealth Planning held 281 shares of iShares Russell Mid-Cap ETF worth $30K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Next Level Wealth Planning position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #221 holding.
1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.