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

Private Wealth Management Group’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	$53.8K	Hold	488	–	–	0.01%	233
2026 Q1	$47.4K	Hold	488	–	–	0.01%	202
2025 Q4	$47K	Hold	488	–	–	0.01%	202
2025 Q3	$47.1K	Sell	488 -30	-6%	-$2.84K	0.01%	201
2025 Q2	$47.6K	Hold	518	–	–	0.02%	180
2025 Q1	$44.1K	Hold	518	–	–	0.02%	182
2024 Q4	$45.8K	Hold	518	–	–	0.02%	175
2024 Q3	$45.7K	Sell	518 -279	-35%	-$23.5K	0.02%	171
2024 Q2	$64.6K	Buy	797 +532	+201%	+$43.3K	0.03%	138
2024 Q1	$22.3K	Buy	+265	New	+$21K	0.01%	252

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 Management Group's IWR Position: Q2 2026 in Review

Private Wealth Management Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 488 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #233.

Private Wealth Management Group first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $64.6K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Private Wealth Management Group held 488 shares of iShares Russell Mid-Cap ETF worth $53.8K as of Q2 2026.
Private Wealth Management Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #233 holding.
Private Wealth Management Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Private Wealth Management Group's iShares Russell Mid-Cap ETF position peaked at $64.6K in Q2 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.