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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
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 $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 $202B AUM 37.79% 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 $609B AUM 40.19% 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

SHP Wealth Management's IWR Position: Q1 2026 in Review

SHP Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q1 2026, selling an estimated $128K and leaving 4,765 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #162.

SHP Wealth Management first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $583K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • SHP Wealth Management held 4,765 shares of iShares Russell Mid-Cap ETF worth $463K as of Q1 2026.
  • SHP Wealth Management sold 1,285 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $128K.
  • iShares Russell Mid-Cap ETF made up 0.04% of SHP Wealth Management's portfolio in Q1 2026, its #162 holding.
  • SHP Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's iShares Russell Mid-Cap ETF position peaked at $583K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.