SWMG LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SWMG LLC’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	–	Sell	-19,213	Closed	-$1.96M	–	125
2025 Q4	$1.96M	Buy	19,213 +1,002	+6%	+$96.3K	0.54%	25
2025 Q3	$1.76M	Buy	18,211 +1,736	+11%	+$165K	0.53%	27
2025 Q2	$1.56M	Buy	16,475 +488	+3%	+$42.2K	0.53%	29
2025 Q1	$1.33M	Buy	+15,987	New	+$1.43M	0.53%	32

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SWMG LLC's IWR Position: Q1 2026 in Review

SWMG LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 19,213 shares — an estimated $1.96M sold.

SWMG LLC first reported a position in IWR in Q1 2025 and held it in 4 quarters. The position peaked at $1.96M in Q4 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

SWMG LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
SWMG LLC sold 19,213 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.96M.
SWMG LLC first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and held it in 4 quarters.
SWMG LLC's iShares Russell Mid-Cap ETF position peaked at $1.96M in Q4 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on SWMG LLC's 13F filing for Q1 2026, filed 24 Apr 2026.