Partners in Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Partners in Financial Planning’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	$216K	Buy	+1,959	New	+$206K	0.03%	126
2024 Q3	–	Sell	-3,554	Closed	-$288K	–	108
2024 Q2	$288K	Buy	3,554 +7	+0.2%	+$570	0.06%	86
2024 Q1	$298K	Buy	3,547 +7	+0.2%	+$555	0.07%	86
2023 Q4	$275K	Sell	3,540 -110	-3%	-$7.81K	0.06%	87
2023 Q3	$253K	Hold	3,650	–	–	0.07%	85
2023 Q2	$267K	Buy	3,650 +8	+0.2%	+$556	0.07%	82
2023 Q1	$255K	Sell	3,642 -836	-19%	-$59K	0.07%	82
2022 Q4	$301K	Sell	4,478 -534	-11%	-$36K	0.08%	74
2022 Q3	$348K	Buy	5,012 +18	+0.4%	+$1.24K	0.1%	64
2022 Q2	$356K	Buy	4,994 +904	+22%	+$64.4K	0.11%	67
2022 Q1	$305K	Buy	4,090 +771	+23%	+$59.3K	0.1%	69
2021 Q4	$255K	Buy	3,319 +8	+0.2%	+$657	0.08%	82
2021 Q3	$259K	Buy	3,311 +8	+0.2%	+$641	0.08%	81
2021 Q2	$262K	Buy	+3,303	New	+$256K	0.08%	77

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

Partners in Financial Planning's IWR Position: Q2 2026 in Review

Partners in Financial Planning opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,959 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #126 among its holdings. This is a return to the name: Partners in Financial Planning previously reported a position in IWR as recently as Q2 2024.

Partners in Financial Planning first reported a position in IWR in Q2 2021 and has held it in 14 quarters since. The position peaked at $356K in Q2 2022. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Partners in Financial Planning held 1,959 shares of iShares Russell Mid-Cap ETF worth $216K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Partners in Financial Planning position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Partners in Financial Planning's portfolio in Q2 2026, its #126 holding.
Partners in Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 14 quarters since.
Partners in Financial Planning's iShares Russell Mid-Cap ETF position peaked at $356K in Q2 2022.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.