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Prosperity Consulting Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Prosperity Consulting 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 		$6.42M Sell
58,210
-537
-0.9% -$56.5K 0.24% 78
2026
Q1 		$5.71M Sell
58,747
-1,738
-3% -$174K 0.25% 75
2025
Q4 		$5.82M Buy
60,485
+10,513
+21% +$1.01M 0.26% 68
2025
Q3 		$4.82M Buy
49,972
+37,818
+311% +$3.58M 0.24% 82
2025
Q2 		$1.12M Buy
12,154
+7,450
+158% +$644K 0.08% 207
2025
Q1 		$400K Sell
4,704
-55
-1% -$4.91K 0.03% 330
2024
Q4 		$421K Hold
4,759
– – 0.03% 332
2024
Q3 		$419K Sell
4,759
-137
-3% -$11.5K 0.03% 332
2024
Q2 		$397K Sell
4,896
-259
-5% -$21.1K 0.05% 218
2024
Q1 		$433K Buy
5,155
+417
+9% +$33K 0.05% 226
2023
Q4 		$368K Buy
4,738
+1,657
+54% +$118K 0.12% 138
2023
Q3 		$213K Buy
+3,081
New +$225K 0.1% 140

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prosperity Consulting Group's IWR Position: Q2 2026 in Review

Prosperity Consulting Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.91% in Q2 2026, selling an estimated $56.5K and leaving 58,210 shares worth $6.42M. The position accounts for 0.24% of the portfolio, ranked #78.

Prosperity Consulting Group first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Prosperity Consulting Group held 58,210 shares of iShares Russell Mid-Cap ETF worth $6.42M as of Q2 2026.
  • Prosperity Consulting Group sold 537 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $56.5K.
  • iShares Russell Mid-Cap ETF made up 0.24% of Prosperity Consulting Group's portfolio in Q2 2026, its #78 holding.
  • Prosperity Consulting Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.