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Phillips Wealth Planners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-2,036
Closed -$205K – 219
2025
Q4 		$205K Buy
+2,036
New +$196K 0.16% 184

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phillips Wealth Planners's IWR Position: Q1 2026 in Review

Phillips Wealth Planners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,036 shares — an estimated $205K sold.

Phillips Wealth Planners first reported a position in IWR in Q4 2025 and held it in 1 quarter. The position peaked at $205K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Phillips Wealth Planners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Phillips Wealth Planners sold 2,036 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $205K.
  • Phillips Wealth Planners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Phillips Wealth Planners's iShares Russell Mid-Cap ETF position peaked at $205K in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.