Retirement Income Solutions’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
Q2 | $2.3M | Hold |
23,684
| – | – | 0.4% | 34 |
|
|
2026
Q1 | $2.3M | Sell |
23,684
-1,328
| -5% | -$133K | 0.39% | 35 |
|
|
2025
Q4 | $2.41M | Buy |
25,012
+241
| +1% | +$23.2K | 0.41% | 35 |
|
|
2025
Q3 | $2.39M | Buy |
24,771
+290
| +1% | +$27.5K | 0.41% | 32 |
|
|
2025
Q2 | $2.25M | Sell |
24,481
-695
| -3% | -$60K | 0.41% | 32 |
|
|
2025
Q1 | $2.14M | Hold |
25,176
| – | – | 0.45% | 29 |
|
|
2024
Q4 | $2.23M | Buy |
25,176
+569
| +2% | +$51.6K | 0.45% | 28 |
|
|
2024
Q3 | $2.17M | Hold |
24,607
| – | – | 0.5% | 28 |
|
|
2024
Q2 | $2M | Sell |
24,607
-4,144
| -14% | -$337K | 0.48% | 30 |
|
|
2024
Q1 | $2.42M | Sell |
28,751
-165
| -0.6% | -$13.1K | 0.55% | 26 |
|
|
2023
Q4 | $2.25M | Buy |
28,916
+1,490
| +5% | +$106K | 0.56% | 27 |
|
|
2023
Q3 | $1.9M | Hold |
27,426
| – | – | 0.53% | 27 |
|
|
2023
Q2 | $2M | Hold |
27,426
| – | – | 0.54% | 27 |
|
|
2023
Q1 | $1.92M | Sell |
27,426
-2,978
| -10% | -$210K | 0.56% | 26 |
|
|
2022
Q4 | $2.05M | Buy |
30,404
+25
| +0.1% | +$1.69K | 0.65% | 23 |
|
|
2022
Q3 | $1.9M | Hold |
30,379
| – | – | 0.68% | 24 |
|
|
2022
Q2 | $1.96M | Buy |
30,379
+5,804
| +24% | +$413K | 0.7% | 21 |
|
|
2022
Q1 | $1.92M | Sell |
24,575
-970
| -4% | -$74.7K | 0.53% | 23 |
|
|
2021
Q4 | $2.12M | Buy |
25,545
+178
| +0.7% | +$14.6K | 0.57% | 23 |
|
|
2021
Q3 | $1.98M | Hold |
25,367
| – | – | 0.66% | 22 |
|
|
2021
Q2 | $2.01M | Sell |
25,367
-1,341
| -5% | -$104K | 0.69% | 21 |
|
|
2021
Q1 | $1.98M | Hold |
26,708
| – | – | 0.68% | 20 |
|
|
2020
Q4 | $1.83M | Sell |
26,708
-147
| -0.5% | -$9.36K | 0.66% | 23 |
|
|
2020
Q3 | $1.54M | Sell |
26,855
-4,486
| -14% | -$255K | 0.68% | 24 |
|
|
2020
Q2 | $1.68M | Buy |
31,341
+22,383
| +250% | +$1.12M | 0.71% | 21 |
|
|
2020
Q1 | $387K | Buy |
8,958
+756
| +9% | +$41.6K | 0.22% | 50 |
|
|
2019
Q4 | $489K | Sell |
8,202
-268
| -3% | -$15.4K | 0.2% | 48 |
|
|
2019
Q3 | $474K | Sell |
8,470
-1,280
| -13% | -$71.6K | 0.25% | 42 |
|
|
2019
Q2 | $545K | Hold |
9,750
| – | – | 0.29% | 39 |
|
|
2019
Q1 | $526K | Hold |
9,750
| – | – | 0.3% | 39 |
|
|
2018
Q4 | $453K | Buy |
9,750
+4,390
| +82% | +$221K | 0.29% | 37 |
|
|
2018
Q3 | $295K | Hold |
5,360
| – | – | 0.17% | 53 |
|
|
2018
Q2 | $284K | Sell |
5,360
-936
| -15% | -$49.3K | 0.17% | 54 |
|
|
2018
Q1 | $325K | Hold |
6,296
| – | – | 0.2% | 48 |
|
|
2017
Q4 | $328K | Buy |
+6,296
| New | +$320K | 0.19% | 53 |
|
Other funds holding IWR
Retirement Income Solutions's IWR Position: Q2 2026 in Review
Retirement Income Solutions held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 23,684 shares worth $2.3M. The position accounts for 0.4% of the portfolio, ranked #34.
Retirement Income Solutions first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.42M in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Retirement Income Solutions held 23,684 shares of iShares Russell Mid-Cap ETF worth $2.3M as of Q2 2026.
- Retirement Income Solutions left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.4% of Retirement Income Solutions's portfolio in Q2 2026, its #34 holding.
- Retirement Income Solutions first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Retirement Income Solutions's iShares Russell Mid-Cap ETF position peaked at $2.42M in Q1 2024.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.