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

North Berkeley 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 Q2	$1.7M	Buy	15,435 +2,025	+15%	+$213K	0.69%	30
2026 Q1	$1.3M	Hold	13,410	–	–	0.69%	31
2025 Q4	$1.29M	Hold	13,410	–	–	0.76%	27
2025 Q3	$1.29M	Hold	13,410	–	–	1.02%	21
2025 Q2	$1.23M	Buy	+13,410	New	+$1.16M	1.13%	21
2025 Q1	–	Sell	-2,317	Closed	-$205K	–	65
2024 Q4	$205K	Buy	+2,317	New	+$210K	0.21%	64

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

North Berkeley Wealth Management's IWR Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, buying an estimated $213K and bringing the position to 15,435 shares worth $1.7M. The position accounts for 0.69% of the portfolio, ranked #30.

North Berkeley Wealth Management first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

North Berkeley Wealth Management held 15,435 shares of iShares Russell Mid-Cap ETF worth $1.7M as of Q2 2026.
North Berkeley Wealth Management bought 2,025 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $213K.
iShares Russell Mid-Cap ETF made up 0.69% of North Berkeley Wealth Management's portfolio in Q2 2026, its #30 holding.
North Berkeley Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.