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

Parkworth 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
2025 Q2	$175K	Buy	1,898 +6	+0.3%	+$518	0.13%	64
2025 Q1	$161K	Buy	1,892 +5	+0.3%	+$446	0.13%	64
2024 Q4	$167K	Buy	+1,887	New	+$171K	0.14%	59

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkworth Wealth Management's IWR Position: Q2 2025 in Review

Parkworth Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.32% in Q2 2025, buying an estimated $518 and bringing the position to 1,898 shares worth $175K. The position accounts for 0.13% of the portfolio, ranked #64.

Parkworth Wealth Management first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Parkworth Wealth Management held 1,898 shares of iShares Russell Mid-Cap ETF worth $175K as of Q2 2025.
Parkworth Wealth Management bought 6 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $518.
iShares Russell Mid-Cap ETF made up 0.13% of Parkworth Wealth Management's portfolio in Q2 2025, its #64 holding.
Parkworth Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.