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SHP Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SHP Wealth Management’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 		$447K Sell
4,052
-713
-15% -$75K 0.03% 192
2026
Q1 		$463K Sell
4,765
-1,285
-21% -$128K 0.04% 162
2025
Q4 		$583K Buy
+6,050
New +$582K 0.05% 133

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SHP Wealth Management's IWR Position: Q2 2026 in Review

SHP Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, selling an estimated $75K and leaving 4,052 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #192.

SHP Wealth Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $583K in Q4 2025. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • SHP Wealth Management held 4,052 shares of iShares Russell Mid-Cap ETF worth $447K as of Q2 2026.
  • SHP Wealth Management sold 713 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $75K.
  • iShares Russell Mid-Cap ETF made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #192 holding.
  • SHP Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's iShares Russell Mid-Cap ETF position peaked at $583K in Q4 2025.
  • 1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.