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 Q2	$2.12M	Buy	19,249 +1,363	+8%	+$143K	0.03%	210
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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sagespring Wealth Partners's IWR Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.6% in Q2 2026, buying an estimated $143K and bringing the position to 19,249 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #210.

Sagespring Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sagespring Wealth Partners held 19,249 shares of iShares Russell Mid-Cap ETF worth $2.12M as of Q2 2026.
Sagespring Wealth Partners bought 1,363 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $143K.
iShares Russell Mid-Cap ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #210 holding.
Sagespring Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.