Markowski Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Markowski Investments’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	$1.32K	Buy	+12	New	+$1.26K	﹤0.01%	569

Other funds holding IWR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Markowski Investments's IWR Position: Q2 2026 in Review

Markowski Investments opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 12 shares worth $1.32K. The stake represents ﹤0.01% of the portfolio and ranks #569 among its holdings.

1,409 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Markowski Investments held 12 shares of iShares Russell Mid-Cap ETF worth $1.32K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Markowski Investments position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Markowski Investments's portfolio in Q2 2026, its #569 holding.
1,409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.