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

Simplicity Wealth’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	$1.41M	Sell	14,458 -178	-1%	-$17.8K	0.08%	232
2025 Q4	$1.41M	Buy	14,636 +416	+3%	+$40K	0.08%	228
2025 Q3	$1.37M	Buy	14,220 +435	+3%	+$41.2K	0.08%	241
2025 Q2	$1.27M	Buy	13,785 +1,249	+10%	+$108K	0.05%	288
2025 Q1	$1.07M	Buy	12,536 +336	+3%	+$30K	0.08%	246
2024 Q4	$1.08M	Buy	12,200 +5	+0%	+$454	0.22%	87
2024 Q3	$1.07M	Sell	12,195 -83,793	-87%	-$7.06M	0.1%	188
2024 Q2	$7.78M	Buy	95,988 +13,792	+17%	+$1.12M	0.18%	113
2024 Q1	$6.91M	Buy	+82,196	New	+$6.51M	0.16%	127

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Simplicity Wealth's IWR Position: Q1 2026 in Review

Simplicity Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q1 2026, selling an estimated $17.8K and leaving 14,458 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #232.

Simplicity Wealth first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.78M in Q2 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Simplicity Wealth held 14,458 shares of iShares Russell Mid-Cap ETF worth $1.41M as of Q1 2026.
Simplicity Wealth sold 178 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $17.8K.
iShares Russell Mid-Cap ETF made up 0.08% of Simplicity Wealth's portfolio in Q1 2026, its #232 holding.
Simplicity Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Russell Mid-Cap ETF position peaked at $7.78M in Q2 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.