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

Spire 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 		$3.98M Sell
36,087
-522
-1% -$54.9K 0.12% 160
2026
Q1 		$3.56M Sell
36,609
-170
-0.5% -$17K 0.12% 163
2025
Q4 		$3.54M Buy
36,779
+191
+0.5% +$18.4K 0.12% 159
2025
Q3 		$3.53M Sell
36,588
-1,397
-4% -$132K 0.12% 144
2025
Q2 		$3.49M Sell
37,985
-77
-0.2% -$6.65K 0.13% 140
2025
Q1 		$3.24M Sell
38,062
-357
-0.9% -$31.8K 0.1% 174
2024
Q4 		$3.4M Sell
38,419
-623
-2% -$56.5K 0.11% 167
2024
Q3 		$3.44M Sell
39,042
-1,446
-4% -$122K 0.12% 148
2024
Q2 		$3.28M Buy
40,488
+245
+0.6% +$19.9K 0.12% 169
2024
Q1 		$3.38M Sell
40,243
-678
-2% -$53.7K 0.06% 190
2023
Q4 		$3.13M Sell
40,921
-175
-0.4% -$12.4K 0.1% 189
2023
Q3 		$2.85M Sell
41,096
-211
-0.5% -$15.4K 0.11% 191
2023
Q2 		$3.02M Buy
41,307
+377
+0.9% +$26.2K 0.11% 179
2023
Q1 		$2.86M Buy
40,930
+198
+0.5% +$14K 0.11% 176
2022
Q4 		$2.75M Buy
40,732
+2,447
+6% +$165K 0.15% 132
2022
Q3 		$2.38M Sell
38,285
-1,718
-4% -$118K 0.14% 127
2022
Q2 		$2.59M Buy
40,003
+854
+2% +$60.8K 0.11% 171
2022
Q1 		$3.06M Sell
39,149
-2,311
-6% -$178K 0.08% 212
2021
Q4 		$3.44M Buy
41,460
+2,611
+7% +$214K 0.08% 218
2021
Q3 		$3.04M Sell
38,849
-36
-0.1% -$2.88K 0.08% 223
2021
Q2 		$3.08M Sell
38,885
-2,389
-6% -$185K 0.08% 220
2021
Q1 		$3.05M Buy
+41,274
New +$2.98M 0.08% 213

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

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

Spire Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, selling an estimated $54.9K and leaving 36,087 shares worth $3.98M. The position accounts for 0.12% of the portfolio, ranked #160.

Spire Wealth Management first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Spire Wealth Management held 36,087 shares of iShares Russell Mid-Cap ETF worth $3.98M as of Q2 2026.
  • Spire Wealth Management sold 522 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $54.9K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Spire Wealth Management's portfolio in Q2 2026, its #160 holding.
  • Spire Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.