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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
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% +$1.55K 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% +$1.47K 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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Reston Wealth Management's IWR Position: Q2 2026 in Review

Reston Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2026, buying an estimated $1.58K and bringing the position to 6,150 shares worth $678K. 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 31 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Reston Wealth Management held 6,150 shares of iShares Russell Mid-Cap ETF worth $678K as of Q2 2026.
  • Reston Wealth Management bought 15 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Reston Wealth Management's portfolio in Q2 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 31 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Reston Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.