Perfromance Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Perfromance Wealth Partners’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	$256K	Buy	+2,316	New	+$244K	0.01%	196
2024 Q2	–	Sell	-10,500	Closed	-$883K	–	172
2024 Q1	$883K	Hold	10,500	–	–	0.04%	67
2023 Q4	$816K	Hold	10,500	–	–	0.04%	78
2023 Q3	$727K	Hold	10,500	–	–	0.04%	85
2023 Q2	$765K	Sell	10,500 -55	-0.5%	-$3.83K	0.04%	91
2023 Q1	$738K	Hold	10,555	–	–	0.04%	90
2022 Q4	$712K	Sell	10,555 -19	-0.2%	-$1.28K	0.04%	85
2022 Q3	$657K	Buy	10,574 +55	+0.5%	+$3.78K	0.04%	86
2022 Q2	$680K	Buy	10,519 +19	+0.2%	+$1.35K	0.04%	84
2022 Q1	$819K	Hold	10,500	–	–	0.04%	83
2021 Q4	$872K	Buy	+10,500	New	+$862K	0.04%	87

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

Perfromance Wealth Partners's IWR Position: Q2 2026 in Review

Perfromance Wealth Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,316 shares worth $256K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings. This is a return to the name: Perfromance Wealth Partners previously reported a position in IWR as recently as Q1 2024.

Perfromance Wealth Partners first reported a position in IWR in Q4 2021 and has held it in 11 quarters since. The position peaked at $883K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Perfromance Wealth Partners held 2,316 shares of iShares Russell Mid-Cap ETF worth $256K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Perfromance Wealth Partners position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #196 holding.
Perfromance Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
Perfromance Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $883K in Q1 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.