Quest 10 Wealth Builders’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quest 10 Wealth Builders’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	$1.88K	Sell	17 -3	-15%	-$316	﹤0.01%	638
2026 Q1	$1.95K	Sell	20 -2	-9%	-$200	﹤0.01%	642
2025 Q4	$2.12K	Sell	22 -2	-8%	-$192	﹤0.01%	579
2025 Q3	$2.32K	Hold	24	–	–	﹤0.01%	602
2025 Q2	$2.21K	Hold	24	–	–	﹤0.01%	577
2025 Q1	$2.04K	Sell	24 -1	-4%	-$89	﹤0.01%	559
2024 Q4	$2.21K	Buy	+25	New	+$2.27K	﹤0.01%	598

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

Quest 10 Wealth Builders's IWR Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, selling an estimated $316 and leaving 17 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Quest 10 Wealth Builders first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Quest 10 Wealth Builders held 17 shares of iShares Russell Mid-Cap ETF worth $1.88K as of Q2 2026.
Quest 10 Wealth Builders sold 3 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #638 holding.
Quest 10 Wealth Builders first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Quest 10 Wealth Builders's iShares Russell Mid-Cap ETF position peaked at $2.32K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.