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

Strategic Wealth Partners’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	$66.2K	Hold	600	–	–	﹤0.01%	475
2026 Q1	$58.3K	Buy	600 +45	+8%	+$4.5K	﹤0.01%	486
2025 Q4	$53.4K	Sell	555 -1,117	-67%	-$107K	﹤0.01%	513
2025 Q3	$161K	Sell	1,672 -1,419	-46%	-$135K	0.01%	364
2025 Q2	$284K	Buy	+3,091	New	+$267K	0.02%	279
2024 Q4	$207K	Buy	+2,247	New	+$204K	0.02%	301
2024 Q2	–	Sell	-2,615	Closed	-$220K	–	300
2024 Q1	$220K	Buy	+2,615	New	+$207K	0.02%	262
2022 Q2	–	Sell	-2,569	Closed	-$200K	–	262
2022 Q1	$200K	Hold	2,569	–	–	0.04%	245
2021 Q4	$213K	Hold	2,569	–	–	0.04%	265
2021 Q3	$201K	Hold	2,569	–	–	0.06%	228
2021 Q2	$204K	Buy	+2,569	New	+$199K	0.07%	218
2019 Q2	–	Sell	-40	Closed	-$2K	–	781
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	721
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	635
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	607
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	697
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	735
2017 Q4	$3K	Buy	+40	New	+$2.03K	﹤0.01%	667

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

Strategic Wealth Partners's IWR Position: Q2 2026 in Review

Strategic Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 600 shares worth $66.2K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Strategic Wealth Partners first reported a position in IWR in Q4 2017 and has held it in 17 quarters since. The position peaked at $284K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Strategic Wealth Partners held 600 shares of iShares Russell Mid-Cap ETF worth $66.2K as of Q2 2026.
Strategic Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #475 holding.
Strategic Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 17 quarters since.
Strategic Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $284K in Q2 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.