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Sagespring Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sagespring Wealth Partners’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
Q1 		$1.74M Sell
17,886
-2,384
-12% -$238K 0.03% 213
2025
Q4 		$1.95M Sell
20,270
-577
-3% -$55.5K 0.04% 187
2025
Q3 		$2.01M Buy
20,847
+2,068
+11% +$196K 0.04% 180
2025
Q2 		$1.73M Buy
18,779
+3,676
+24% +$318K 0.04% 190
2025
Q1 		$1.28M Buy
15,103
+2,403
+19% +$214K 0.03% 206
2024
Q4 		$1.12M Buy
+12,700
New +$1.15M 0.03% 200

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sagespring Wealth Partners's IWR Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $238K and leaving 17,886 shares worth $1.74M. The position accounts for 0.03% of the portfolio, ranked #213.

Sagespring Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01M in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Sagespring Wealth Partners held 17,886 shares of iShares Russell Mid-Cap ETF worth $1.74M as of Q1 2026.
  • Sagespring Wealth Partners sold 2,384 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $238K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #213 holding.
  • Sagespring Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $2.01M in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.