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

PrairieView 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	$12.2M	Sell	110,233 -613	-0.6%	-$64.5K	9.09%	4
2026 Q1	$10.8M	Buy	110,846 +1,863	+2%	+$186K	8.84%	4
2025 Q4	$10.5M	Buy	108,983 +4,527	+4%	+$435K	9.52%	3
2025 Q3	$10.1M	Buy	104,456 +2,957	+3%	+$280K	9.47%	3
2025 Q2	$9.33M	Buy	101,499 +1,005	+1%	+$86.8K	9.69%	3
2025 Q1	$8.55M	Sell	100,494 -45,204	-31%	-$4.03M	10.45%	3
2024 Q4	$12.9M	Sell	145,698 -1,595	-1%	-$145K	13.92%	3
2024 Q3	$13M	Sell	147,293 -22,334	-13%	-$1.88M	14.03%	3
2024 Q2	$13.8M	Buy	169,627 +131,736	+348%	+$10.7M	11.72%	3
2024 Q1	$3.19M	Buy	37,891 +15,395	+68%	+$1.22M	2.89%	9
2023 Q4	$1.75M	Buy	+22,496	New	+$1.6M	1.75%	11

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

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

PrairieView Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.55% in Q2 2026, selling an estimated $64.5K and leaving 110,233 shares worth $12.2M. The position accounts for 9.09% of the portfolio, ranked #4.

PrairieView Wealth Partners first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.8M in Q2 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

PrairieView Wealth Partners held 110,233 shares of iShares Russell Mid-Cap ETF worth $12.2M as of Q2 2026.
PrairieView Wealth Partners sold 613 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $64.5K.
iShares Russell Mid-Cap ETF made up 9.09% of PrairieView Wealth Partners's portfolio in Q2 2026, its #4 holding.
PrairieView Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
PrairieView Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $13.8M in Q2 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.