RKL Wealth Management’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 | $1.09M | Sell |
9,876
-452
| -4% | -$47.5K | 0.09% | 96 |
|
|
2026
Q1 | $1M | Sell |
10,328
-36
| -0.3% | -$3.6K | 0.09% | 92 |
|
|
2025
Q4 | $998K | Buy |
10,364
+23
| +0.2% | +$2.21K | 0.08% | 93 |
|
|
2025
Q3 | $998K | Sell |
10,341
-4,065
| -28% | -$385K | 0.09% | 92 |
|
|
2025
Q2 | $1.32M | Sell |
14,406
-5,490
| -28% | -$474K | 0.12% | 78 |
|
|
2025
Q1 | $1.69M | Sell |
19,896
-1,134
| -5% | -$101K | 0.16% | 75 |
|
|
2024
Q4 | $1.86M | Buy |
21,030
+6,467
| +44% | +$587K | 0.17% | 73 |
|
|
2024
Q3 | $1.28M | Sell |
14,563
-93
| -0.6% | -$7.84K | 0.12% | 76 |
|
|
2024
Q2 | $1.19M | Sell |
14,656
-104
| -0.7% | -$8.46K | 0.11% | 77 |
|
|
2024
Q1 | $1.24M | Sell |
14,760
-1,190
| -7% | -$94.3K | 0.12% | 73 |
|
|
2023
Q4 | $1.24M | Buy |
15,950
+1,272
| +9% | +$90.4K | 0.13% | 73 |
|
|
2023
Q3 | $1.02M | Buy |
14,678
+233
| +2% | +$17K | 0.12% | 77 |
|
|
2023
Q2 | $1.05M | Buy |
14,445
+31
| +0.2% | +$2.16K | 0.12% | 76 |
|
|
2023
Q1 | $1.01M | Buy |
14,414
+86
| +0.6% | +$6.07K | 0.13% | 77 |
|
|
2022
Q4 | $966K | Buy |
14,328
+133
| +0.9% | +$8.97K | 0.13% | 79 |
|
|
2022
Q3 | $882K | Sell |
14,195
-542
| -4% | -$37.3K | 0.13% | 80 |
|
|
2022
Q2 | $953K | Buy |
14,737
+14
| +0.1% | +$997 | 0.13% | 82 |
|
|
2022
Q1 | $1.15M | Buy |
14,723
+77
| +0.5% | +$5.93K | 0.14% | 80 |
|
|
2021
Q4 | $1.22M | Buy |
14,646
+25
| +0.2% | +$2.05K | 0.14% | 75 |
|
|
2021
Q3 | $1.14M | Buy |
14,621
+312
| +2% | +$25K | 0.15% | 74 |
|
|
2021
Q2 | $1.13M | Buy |
14,309
+72
| +0.5% | +$5.58K | 0.14% | 77 |
|
|
2021
Q1 | $1.05M | Buy |
14,237
+3,719
| +35% | +$269K | 0.14% | 78 |
|
|
2020
Q4 | $721K | Sell |
10,518
-299
| -3% | -$19K | 0.1% | 85 |
|
|
2020
Q3 | $621K | Sell |
10,817
-465
| -4% | -$26.5K | 0.1% | 83 |
|
|
2020
Q2 | $605K | Buy |
11,282
+2,245
| +25% | +$113K | 0.1% | 83 |
|
|
2020
Q1 | $390K | Sell |
9,037
-576
| -6% | -$31.7K | 0.08% | 89 |
|
|
2019
Q4 | $573K | Sell |
9,613
-74
| -0.8% | -$4.25K | 0.1% | 88 |
|
|
2019
Q3 | $542K | Sell |
9,687
-1,393
| -13% | -$77.9K | 0.1% | 90 |
|
|
2019
Q2 | $620K | Buy |
11,080
+95
| +0.9% | +$5.21K | 0.11% | 89 |
|
|
2019
Q1 | $590K | Buy |
10,985
+2,207
| +25% | +$114K | 0.12% | 92 |
|
|
2018
Q4 | $406K | Buy |
8,778
+746
| +9% | +$37.6K | 0.09% | 101 |
|
|
2018
Q3 | $445K | Buy |
8,032
+52
| +0.7% | +$2.85K | 0.09% | 103 |
|
|
2018
Q2 | $424K | Buy |
7,980
+312
| +4% | +$16.4K | 0.1% | 108 |
|
|
2018
Q1 | $394K | Sell |
7,668
-872
| -10% | -$46K | 0.09% | 107 |
|
|
2017
Q4 | $446K | Sell |
8,540
-8,284
| -49% | -$420K | 0.11% | 109 |
|
|
2017
Q3 | $830K | Sell |
16,824
-596
| -3% | -$28.8K | 0.23% | 85 |
|
|
2017
Q2 | $840K | Sell |
17,420
-3,652
| -17% | -$173K | 0.27% | 84 |
|
|
2017
Q1 | $986K | Buy |
21,072
+4,596
| +28% | +$213K | 0.4% | 52 |
|
|
2016
Q4 | $737K | Buy |
16,476
+104
| +0.6% | +$4.55K | 0.36% | 54 |
|
|
2016
Q3 | $713K | Buy |
16,372
+8,928
| +120% | +$387K | 0.36% | 51 |
|
|
2016
Q2 | $317K | Buy |
+7,444
| New | +$307K | 0.16% | 60 |
|
Other funds holding IWR
RKL Wealth Management's IWR Position: Q2 2026 in Review
RKL Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, selling an estimated $47.5K and leaving 9,876 shares worth $1.09M. The position accounts for 0.09% of the portfolio, ranked #96.
RKL Wealth Management first reported a position in IWR in Q2 2016 and has held it in 41 quarters since. The position peaked at $1.86M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- RKL Wealth Management held 9,876 shares of iShares Russell Mid-Cap ETF worth $1.09M as of Q2 2026.
- RKL Wealth Management sold 452 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $47.5K.
- iShares Russell Mid-Cap ETF made up 0.09% of RKL Wealth Management's portfolio in Q2 2026, its #96 holding.
- RKL Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 41 quarters since.
- RKL Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.86M in Q4 2024.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.