SWRP
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Summit Wealth & Retirement Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Wealth & Retirement Planning’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 		$265K Sell
2,724
-200
-7% -$20K 0.06% 93
2025
Q4 		$282K Hold
2,924
– – 0.07% 87
2025
Q3 		$282K Hold
2,924
– – 0.07% 82
2025
Q2 		$269K Hold
2,924
– – 0.07% 84
2025
Q1 		$249K Hold
2,924
– – 0.08% 66
2024
Q4 		$259K Buy
+2,924
New +$265K 0.08% 64
2022
Q2 		– Sell
-2,749
Closed -$215K – 115
2022
Q1 		$215K Sell
2,749
-470
-15% -$36.2K 0.08% 98
2021
Q4 		$267K Buy
3,219
+200
+7% +$16.4K 0.09% 81
2021
Q3 		$236K Hold
3,019
– – 0.09% 78
2021
Q2 		$239K Hold
3,019
– – 0.09% 75
2021
Q1 		$223K Sell
3,019
-283
-9% -$20.5K 0.08% 94
2020
Q4 		$226K Sell
3,302
-2,206
-40% -$141K 0.09% 107
2020
Q3 		$316K Sell
5,508
-60,555
-92% -$3.45M 0.14% 87
2020
Q2 		$3.54M Buy
66,063
+8,672
+15% +$435K 1.66% 15
2020
Q1 		$2.48M Buy
57,391
+45,660
+389% +$2.51M 1.32% 19
2019
Q4 		$699K Sell
11,731
-63
-0.5% -$3.62K 0.31% 66
2019
Q3 		$660K Buy
11,794
+322
+3% +$18K 0.4% 59
2019
Q2 		$641K Sell
11,472
-2,494
-18% -$137K 0.37% 64
2019
Q1 		$753K Buy
13,966
+13
+0.1% +$673 0.45% 56
2018
Q4 		$649K Buy
+13,953
New +$704K 0.49% 52

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Wealth & Retirement Planning's IWR Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.8% in Q1 2026, selling an estimated $20K and leaving 2,724 shares worth $265K. The position accounts for 0.06% of the portfolio, ranked #93.

Summit Wealth & Retirement Planning first reported a position in IWR in Q4 2018 and has held it in 20 quarters since. The position peaked at $3.54M in Q2 2020. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Summit Wealth & Retirement Planning held 2,724 shares of iShares Russell Mid-Cap ETF worth $265K as of Q1 2026.
  • Summit Wealth & Retirement Planning sold 200 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $20K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #93 holding.
  • Summit Wealth & Retirement Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 20 quarters since.
  • Summit Wealth & Retirement Planning's iShares Russell Mid-Cap ETF position peaked at $3.54M in Q2 2020.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.