REDW Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $389K | Hold |
4,000
| – | – | 0.16% | 70 |
|
|
2025
Q4 | $385K | Hold |
4,000
| – | – | 0.15% | 69 |
|
|
2025
Q3 | $386K | Hold |
4,000
| – | – | 0.15% | 70 |
|
|
2025
Q2 | $368K | Hold |
4,000
| – | – | 0.15% | 70 |
|
|
2025
Q1 | $340K | Hold |
4,000
| – | – | 0.13% | 72 |
|
|
2024
Q4 | $354K | Sell |
4,000
-2,196
| -35% | -$199K | 0.12% | 70 |
|
|
2024
Q3 | $546K | Hold |
6,196
| – | – | 0.14% | 82 |
|
|
2024
Q2 | $502K | Hold |
6,196
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $521K | Hold |
6,196
| – | – | 0.14% | 83 |
|
|
2023
Q4 | $482K | Sell |
6,196
-920
| -13% | -$65.4K | 0.14% | 81 |
|
|
2023
Q3 | $493K | Hold |
7,116
| – | – | 0.15% | 79 |
|
|
2023
Q2 | $520K | Hold |
7,116
| – | – | 0.16% | 77 |
|
|
2023
Q1 | $498K | Hold |
7,116
| – | – | 0.16% | 80 |
|
|
2022
Q4 | $480K | Sell |
7,116
-1,092
| -13% | -$73.6K | 0.17% | 72 |
|
|
2022
Q3 | $510K | Hold |
8,208
| – | – | 0.2% | 66 |
|
|
2022
Q2 | $531K | Hold |
8,208
| – | – | 0.19% | 59 |
|
|
2022
Q1 | $641K | Hold |
8,208
| – | – | 0.19% | 54 |
|
|
2021
Q4 | $681K | Hold |
8,208
| – | – | 0.2% | 50 |
|
|
2021
Q3 | $642K | Hold |
8,208
| – | – | 0.2% | 51 |
|
|
2021
Q2 | $650K | Hold |
8,208
| – | – | 0.21% | 50 |
|
|
2021
Q1 | $607K | Hold |
8,208
| – | – | 0.2% | 52 |
|
|
2020
Q4 | $563K | Hold |
8,208
| – | – | 0.21% | 48 |
|
|
2020
Q3 | $471K | Hold |
8,208
| – | – | 0.2% | 48 |
|
|
2020
Q2 | $440K | Hold |
8,208
| – | – | 0.22% | 48 |
|
|
2020
Q1 | $354K | Sell |
8,208
-292
| -3% | -$16.1K | 0.22% | 47 |
|
|
2019
Q4 | $507K | Hold |
8,500
| – | – | 0.28% | 36 |
|
|
2019
Q3 | $476K | Hold |
8,500
| – | – | 0.28% | 36 |
|
|
2019
Q2 | $475K | Hold |
8,500
| – | – | 0.28% | 38 |
|
|
2019
Q1 | $459K | Hold |
8,500
| – | – | 0.28% | 36 |
|
|
2018
Q4 | $395K | Sell |
8,500
-292
| -3% | -$14.7K | 0.27% | 39 |
|
|
2018
Q3 | $485K | Hold |
8,792
| – | – | 0.32% | 36 |
|
|
2018
Q2 | $466K | Hold |
8,792
| – | – | 0.33% | 36 |
|
|
2018
Q1 | $454K | Hold |
8,792
| – | – | 0.34% | 38 |
|
|
2017
Q4 | $457K | Hold |
8,792
| – | – | 0.35% | 39 |
|
|
2017
Q3 | $433K | Sell |
8,792
-328
| -4% | -$15.8K | 0.36% | 33 |
|
|
2017
Q2 | $438K | Hold |
9,120
| – | – | 0.43% | 29 |
|
|
2017
Q1 | $427K | Sell |
9,120
-248
| -3% | -$11.5K | 0.43% | 33 |
|
|
2016
Q4 | $419K | Buy |
+9,368
| New | +$410K | 0.47% | 33 |
|
Other funds holding IWR
REDW Wealth's IWR Position: Q1 2026 in Review
REDW Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,000 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #70.
REDW Wealth first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $681K in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- REDW Wealth held 4,000 shares of iShares Russell Mid-Cap ETF worth $389K as of Q1 2026.
- REDW Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap ETF made up 0.16% of REDW Wealth's portfolio in Q1 2026, its #70 holding.
- REDW Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
- REDW Wealth's iShares Russell Mid-Cap ETF position peaked at $681K in Q4 2021.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.