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Summit Wealth Group (Colorado)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Wealth Group (Colorado)’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 		$366K Buy
3,319
+6
+0.2% +$631 0.03% 268
2026
Q1 		$322K Buy
+3,313
New +$331K 0.03% 248

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

Summit Wealth Group (Colorado)'s IWR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.18% in Q2 2026, buying an estimated $631 and bringing the position to 3,319 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #268.

Summit Wealth Group (Colorado) first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Summit Wealth Group (Colorado) held 3,319 shares of iShares Russell Mid-Cap ETF worth $366K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 6 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $631.
  • iShares Russell Mid-Cap ETF made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #268 holding.
  • Summit Wealth Group (Colorado) first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.