Oak Harbor Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Oak Harbor Wealth 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 Q1	$380K	Hold	3,907	–	–	0.09%	158
2025 Q4	$376K	Buy	3,907 +268	+7%	+$25.8K	0.09%	157
2025 Q3	$351K	Buy	3,639 +16	+0.4%	+$1.52K	0.09%	160
2025 Q2	$333K	Hold	3,623	–	–	0.09%	163
2025 Q1	$308K	Hold	3,623	–	–	0.09%	164
2024 Q4	$320K	Buy	3,623 +373	+11%	+$33.9K	0.09%	136
2024 Q3	$286K	Hold	3,250	–	–	0.08%	143
2024 Q2	$264K	Hold	3,250	–	–	0.08%	138
2024 Q1	$273K	Hold	3,250	–	–	0.09%	141
2023 Q4	$253K	Hold	3,250	–	–	0.08%	147
2023 Q3	$225K	Hold	3,250	–	–	0.08%	154
2023 Q2	$237K	Buy	3,250 +10	+0.3%	+$696	0.08%	155
2023 Q1	$227K	Sell	3,240 -552	-15%	-$39K	0.08%	155
2022 Q4	$256K	Sell	3,792 -185	-5%	-$12.5K	0.1%	139
2022 Q3	$247K	Buy	3,977 +107	+3%	+$7.36K	0.1%	135
2022 Q2	$250K	Buy	3,870 +65	+2%	+$4.63K	0.1%	131
2022 Q1	$297K	Buy	3,805 +1,463	+62%	+$113K	0.1%	131
2021 Q4	$194K	Buy	+2,342	New	+$192K	0.07%	170

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

Oak Harbor Wealth Partners's IWR Position: Q1 2026 in Review

Oak Harbor Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,907 shares worth $380K. The position accounts for 0.09% of the portfolio, ranked #158.

Oak Harbor Wealth Partners first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Oak Harbor Wealth Partners held 3,907 shares of iShares Russell Mid-Cap ETF worth $380K as of Q1 2026.
Oak Harbor Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #158 holding.
Oak Harbor Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.