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 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

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

Parcion Private Wealth's IWR Position: Q2 2026 in Review

Parcion Private Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $34K and leaving 4,253 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #282.

Parcion Private Wealth first reported a position in IWR in Q4 2024 and has held it in 4 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Parcion Private Wealth held 4,253 shares of iShares Russell Mid-Cap ETF worth $469K as of Q2 2026.
Parcion Private Wealth sold 323 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $34K.
iShares Russell Mid-Cap ETF made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #282 holding.
Parcion Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.