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 Q2	$15.2M	Sell	137,589 -3,058	-2%	-$322K	1.46%	11
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 $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

Private Wealth Asset Management's IWR Position: Q2 2026 in Review

Private Wealth Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $322K and leaving 137,589 shares worth $15.2M. The position accounts for 1.46% of the portfolio, ranked #11.

Private Wealth Asset Management first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Private Wealth Asset Management held 137,589 shares of iShares Russell Mid-Cap ETF worth $15.2M as of Q2 2026.
Private Wealth Asset Management sold 3,058 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $322K.
iShares Russell Mid-Cap ETF made up 1.46% of Private Wealth Asset Management's portfolio in Q2 2026, its #11 holding.
Private Wealth Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.