Quotient Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quotient Wealth Partners’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	$609K	Buy	+6,268	New	+$626K	0.02%	170

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

Quotient Wealth Partners's IWR Position: Q1 2026 in Review

Quotient Wealth Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 6,268 shares worth $609K. The stake represents 0.02% of the portfolio and ranks #170 among its holdings.

1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Quotient Wealth Partners held 6,268 shares of iShares Russell Mid-Cap ETF worth $609K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new Quotient Wealth Partners position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #170 holding.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.