PACK Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PACK Private Wealth’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	$372K	Hold	3,822	–	–	0.17%	32
2025 Q4	$368K	Hold	3,822	–	–	0.17%	34
2025 Q3	$369K	Hold	3,822	–	–	0.17%	32
2025 Q2	$352K	Hold	3,822	–	–	0.19%	30
2025 Q1	$325K	Hold	3,822	–	–	0.19%	30
2024 Q4	$338K	Hold	3,822	–	–	0.2%	30
2024 Q3	$337K	Hold	3,822	–	–	0.19%	30
2024 Q2	$310K	Hold	3,822	–	–	0.19%	30
2024 Q1	$321K	Hold	3,822	–	–	0.2%	30
2023 Q4	$297K	Hold	3,822	–	–	0.2%	31
2023 Q3	$261K	Hold	3,822	–	–	0.2%	32
2023 Q2	$279K	Hold	3,822	–	–	0.21%	32
2023 Q1	$267K	Hold	3,822	–	–	0.21%	31
2022 Q4	$258K	Hold	3,822	–	–	0.22%	29
2022 Q3	$238K	Hold	3,822	–	–	0.22%	33
2022 Q2	$247K	Hold	3,822	–	–	0.23%	33
2022 Q1	$298K	Hold	3,822	–	–	0.25%	31
2021 Q4	$317K	Buy	+3,822	New	+$314K	0.25%	31

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

PACK Private Wealth's IWR Position: Q1 2026 in Review

PACK Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,822 shares worth $372K. The position accounts for 0.17% of the portfolio, ranked #32.

PACK Private Wealth 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.

PACK Private Wealth held 3,822 shares of iShares Russell Mid-Cap ETF worth $372K as of Q1 2026.
PACK Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.17% of PACK Private Wealth's portfolio in Q1 2026, its #32 holding.
PACK Private Wealth 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 PACK Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.