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Plan A Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plan A 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 		$322K Hold
2,915
– – 0.14% 119
2026
Q1 		$283K Hold
2,915
– – 0.14% 125
2025
Q4 		$281K Hold
2,915
– – 0.14% 126
2025
Q3 		$281K Sell
2,915
-200
-6% -$19K 0.14% 121
2025
Q2 		$286K Sell
3,115
-2,654
-46% -$229K 0.16% 115
2025
Q1 		$491K Sell
5,769
-410
-7% -$36.6K 0.38% 46
2024
Q4 		$546K Buy
+6,179
New +$561K 0.5% 43

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Plan A Wealth's IWR Position: Q2 2026 in Review

Plan A Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,915 shares worth $322K. The position accounts for 0.14% of the portfolio, ranked #119.

Plan A Wealth first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Plan A Wealth held 2,915 shares of iShares Russell Mid-Cap ETF worth $322K as of Q2 2026.
  • Plan A Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.14% of Plan A Wealth's portfolio in Q2 2026, its #119 holding.
  • Plan A Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • Plan A Wealth's iShares Russell Mid-Cap ETF position peaked at $546K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.