Shared Vision Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Shared Vision Wealth Group’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	$286K	Sell	2,592 -56	-2%	-$5.89K	0.1%	96
2026 Q1	$257K	Sell	2,648 -280	-10%	-$28K	0.11%	84
2025 Q4	$294K	Buy	2,928 +54	+2%	+$5.19K	0.12%	80
2025 Q3	$276K	Buy	2,874 +120	+4%	+$11.4K	0.12%	80
2025 Q2	$258K	Sell	2,754 -64	-2%	-$5.53K	0.13%	71
2025 Q1	$240K	Buy	2,818 +299	+12%	+$26.7K	0.13%	71
2024 Q4	$223K	Buy	+2,519	New	+$229K	0.12%	72

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

Shared Vision Wealth Group's IWR Position: Q2 2026 in Review

Shared Vision Wealth Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q2 2026, selling an estimated $5.89K and leaving 2,592 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #96.

Shared Vision Wealth Group first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q4 2025. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Shared Vision Wealth Group held 2,592 shares of iShares Russell Mid-Cap ETF worth $286K as of Q2 2026.
Shared Vision Wealth Group sold 56 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
iShares Russell Mid-Cap ETF made up 0.1% of Shared Vision Wealth Group's portfolio in Q2 2026, its #96 holding.
Shared Vision Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Shared Vision Wealth Group's iShares Russell Mid-Cap ETF position peaked at $294K in Q4 2025.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Shared Vision Wealth Group's 13F filing for Q2 2026, filed 31 Jul 2026.