Parcion Private Wealth
IWR icon

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

Parcion 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
Q3 		$454K Hold
4,253
– – 0.02% 330
2026
Q2 		$469K Sell
4,253
-323
-7% -$34K 0.03% 282
2026
Q1 		$445K Hold
4,576
– – 0.03% 255
2025
Q4 		$441K Buy
+4,576
New +$440K 0.03% 257
2025
Q1 		– Sell
-4,288
Closed -$379K – 302
2024
Q4 		$379K Buy
+4,288
New +$389K 0.03% 177

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Parcion Private Wealth's IWR Position: Q3 2026 in Review

Parcion Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 4,253 shares worth $454K. The position accounts for 0.02% of the portfolio, ranked #330.

Parcion Private Wealth first reported a position in IWR in Q4 2024 and has held it in 5 quarters since. The position peaked at $469K in Q2 2026. 931 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Parcion Private Wealth held 4,253 shares of iShares Russell Mid-Cap ETF worth $454K as of Q3 2026.
  • Parcion Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Parcion Private Wealth's portfolio in Q3 2026, its #330 holding.
  • Parcion Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • Parcion Private Wealth's iShares Russell Mid-Cap ETF position peaked at $469K in Q2 2026.
  • 931 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.