Reston Wealth Management
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Reston Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Reston 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
Q3 		$658K Buy
6,168
+18
+0.3% +$1.99K 0.18% 32
2026
Q2 		$678K Buy
6,150
+15
+0.2% +$1.58K 0.18% 32
2026
Q1 		$596K Sell
6,135
-180
-3% -$18K 0.18% 32
2025
Q4 		$608K Buy
6,315
+24
+0.4% +$2.31K 0.19% 30
2025
Q3 		$607K Buy
6,291
+19
+0.3% +$1.8K 0.2% 27
2025
Q2 		$577K Buy
6,272
+18
+0.3% +$1.56K 0.2% 27
2025
Q1 		$532K Sell
6,254
-117
-2% -$10.4K 0.22% 28
2024
Q4 		$563K Buy
6,371
+22
+0.3% +$2K 0.21% 30
2024
Q3 		$560K Buy
6,349
+25
+0.4% +$2.11K 0.2% 30
2024
Q2 		$513K Sell
6,324
-298
-5% -$24.3K 0.21% 32
2024
Q1 		$557K Buy
6,622
+16
+0.2% +$1.27K 0.23% 30
2023
Q4 		$513K Buy
6,606
+57
+0.9% +$4.05K 0.24% 27
2023
Q3 		$454K Sell
6,549
-233
-3% -$17K 0.23% 28
2023
Q2 		$495K Buy
6,782
+16
+0.2% +$1.11K 0.24% 27
2023
Q1 		$473K Sell
6,766
-73
-1% -$5.15K 0.25% 28
2022
Q4 		$461K Buy
6,839
+32
+0.5% +$2.16K 0.25% 28
2022
Q3 		$423K Buy
6,807
+32
+0.5% +$2.2K 0.25% 31
2022
Q2 		$438K Buy
6,775
+20
+0.3% +$1.42K 0.24% 34
2022
Q1 		$527K Buy
6,755
+18
+0.3% +$1.39K 0.27% 29
2021
Q4 		$559K Buy
6,737
+20
+0.3% +$1.64K 0.27% 27
2021
Q3 		$525K Buy
6,717
+21
+0.3% +$1.68K 0.27% 27
2021
Q2 		$531K Buy
6,696
+12
+0.2% +$931 0.27% 29
2021
Q1 		$494K Sell
6,684
-683
-9% -$49.4K 0.26% 28
2020
Q4 		$505K Buy
7,367
+23
+0.3% +$1.46K 0.29% 25
2020
Q3 		$421K Sell
7,344
-278
-4% -$15.8K 0.27% 25
2020
Q2 		$409K Buy
7,622
+21
+0.3% +$1.05K 0.28% 25
2020
Q1 		$328K Sell
7,601
-1,319
-15% -$72.6K 0.26% 30
2019
Q4 		$532K Sell
8,920
-214
-2% -$12.3K 0.43% 22
2019
Q3 		$511K Sell
9,134
-677
-7% -$37.8K 0.46% 23
2019
Q2 		$548K Buy
9,811
+32
+0.3% +$1.76K 0.43% 27
2019
Q1 		$542K Sell
9,779
-625
-6% -$32.4K 0.43% 27
2018
Q4 		$484K Buy
+10,404
New +$525K 0.46% 24

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Reston Wealth Management's IWR Position: Q3 2026 in Review

Reston Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.29% in Q3 2026, buying an estimated $1.99K and bringing the position to 6,168 shares worth $658K. The position accounts for 0.18% of the portfolio, ranked #32.

Reston Wealth Management first reported a position in IWR in Q4 2018 and has held it in 32 quarters since. The position peaked at $678K in Q2 2026. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Reston Wealth Management held 6,168 shares of iShares Russell Mid-Cap ETF worth $658K as of Q3 2026.
  • Reston Wealth Management bought 18 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $1.99K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Reston Wealth Management's portfolio in Q3 2026, its #32 holding.
  • Reston Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
  • Reston Wealth Management's iShares Russell Mid-Cap ETF position peaked at $678K in Q2 2026.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Reston Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.