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 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

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

Provident Wealth Management's IWR Position: Q1 2026 in Review

Provident Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 460 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #117.

Provident Wealth Management first reported a position in IWR in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.18M in Q4 2020. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Provident Wealth Management held 460 shares of iShares Russell Mid-Cap ETF worth $44.7K as of Q1 2026.
Provident Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Provident Wealth Management's portfolio in Q1 2026, its #117 holding.
Provident Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 11 quarters since.
Provident Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.18M in Q4 2020.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Provident Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.