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

Provident Wealth 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 Q3	–	Sell	-460	Closed	-$50.7K	–	137
2026 Q2	$50.7K	Hold	460	–	–	0.01%	132
2026 Q1	$44.7K	Hold	460	–	–	0.01%	117
2025 Q4	$44.3K	Hold	460	–	–	0.01%	122
2025 Q3	$44.4K	Hold	460	–	–	0.01%	122
2025 Q2	$42.3K	Hold	460	–	–	0.01%	119
2025 Q1	$39.1K	Hold	460	–	–	0.01%	116
2024 Q4	$40.7K	Buy	+460	New	+$41.8K	0.01%	108
2021 Q1	–	Sell	-31,774	Closed	-$2.18M	–	75
2020 Q4	$2.18M	Sell	31,774 -188	-0.6%	-$12K	2.53%	12
2020 Q3	$1.83M	Buy	31,962 +3,723	+13%	+$212K	2.13%	14
2020 Q2	$1.51M	Buy	28,239 +3,865	+16%	+$194K	1.67%	23
2020 Q1	$1.05M	Sell	24,374 -488	-2%	-$26.9K	1.28%	24
2019 Q4	$1.48M	Buy	+24,862	New	+$1.43M	1.32%	26

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Provident Wealth Management's IWR Position: Q3 2026 in Review

Provident Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2026, closing a stake of 460 shares — an estimated $50.7K sold.

Provident Wealth Management first reported a position in IWR in Q4 2019 and held it in 12 quarters. The position peaked at $2.18M in Q4 2020. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Provident Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Provident Wealth Management sold 460 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $50.7K.
Provident Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 12 quarters.
Provident Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.18M in Q4 2020.
1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Provident Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.