Private Wealth Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Private Wealth Asset Management’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	$13.7M	Sell	140,647 -425	-0.3%	-$42.5K	1.46%	12
2025 Q4	$13.6M	Buy	141,072 +847	+0.6%	+$81.4K	1.48%	14
2025 Q3	$13.5M	Sell	140,225 -5,525	-4%	-$524K	1.6%	12
2025 Q2	$13.4M	Buy	145,750 +3,361	+2%	+$290K	1.78%	12
2025 Q1	$12.1M	Buy	+142,389	New	+$12.7M	1.74%	12

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

Private Wealth Asset Management's IWR Position: Q1 2026 in Review

Private Wealth Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.3% in Q1 2026, selling an estimated $42.5K and leaving 140,647 shares worth $13.7M. The position accounts for 1.46% of the portfolio, ranked #12.

Private Wealth Asset Management first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Private Wealth Asset Management held 140,647 shares of iShares Russell Mid-Cap ETF worth $13.7M as of Q1 2026.
Private Wealth Asset Management sold 425 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $42.5K.
iShares Russell Mid-Cap ETF made up 1.46% of Private Wealth Asset Management's portfolio in Q1 2026, its #12 holding.
Private Wealth Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.