PlanWiser Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PlanWiser Financial’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	$291K	Sell	2,846 -122	-4%	-$12.2K	0.21%	43
2025 Q4	$299K	Sell	2,968 -107	-3%	-$10.3K	0.22%	42
2025 Q3	$294K	Sell	3,075 -82	-3%	-$7.77K	0.23%	44
2025 Q2	$300K	Sell	3,157 -88	-3%	-$7.6K	0.26%	40
2025 Q1	$278K	Buy	+3,245	New	+$289K	0.25%	42

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PlanWiser Financial's IWR Position: Q1 2026 in Review

PlanWiser Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.1% in Q1 2026, selling an estimated $12.2K and leaving 2,846 shares worth $291K. The position accounts for 0.21% of the portfolio, ranked #43.

PlanWiser Financial first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. The position peaked at $300K in Q2 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

PlanWiser Financial held 2,846 shares of iShares Russell Mid-Cap ETF worth $291K as of Q1 2026.
PlanWiser Financial sold 122 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12.2K.
iShares Russell Mid-Cap ETF made up 0.21% of PlanWiser Financial's portfolio in Q1 2026, its #43 holding.
PlanWiser Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
PlanWiser Financial's iShares Russell Mid-Cap ETF position peaked at $300K in Q2 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on PlanWiser Financial's 13F filing for Q1 2026, filed 12 May 2026.