Spirepoint Private Client’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Spirepoint Private Client’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	$939K	Hold	8,516	–	–	0.08%	141
2026 Q1	$828K	Hold	8,516	–	–	0.08%	139
2025 Q4	$820K	Buy	8,516 +5	+0.1%	+$481	0.08%	130
2025 Q3	$822K	Hold	8,511	–	–	0.09%	131
2025 Q2	$783K	Hold	8,511	–	–	0.09%	123
2025 Q1	$724K	Sell	8,511 -344	-4%	-$30.7K	0.09%	107
2024 Q4	$783K	Buy	8,855 +4,880	+123%	+$443K	0.1%	114
2024 Q3	$350K	Hold	3,975	–	–	0.05%	160
2024 Q2	$322K	Hold	3,975	–	–	0.05%	167
2024 Q1	$334K	Buy	+3,975	New	+$315K	0.05%	156

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

Spirepoint Private Client's IWR Position: Q2 2026 in Review

Spirepoint Private Client held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8,516 shares worth $939K. The position accounts for 0.08% of the portfolio, ranked #141.

Spirepoint Private Client first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Spirepoint Private Client held 8,516 shares of iShares Russell Mid-Cap ETF worth $939K as of Q2 2026.
Spirepoint Private Client left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Spirepoint Private Client's portfolio in Q2 2026, its #141 holding.
Spirepoint Private Client first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.