Valtinson Bruner Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valtinson Bruner Financial 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 Q2	$226K	Buy	+2,050	New	+$216K	0.06%	171
2022 Q1	–	Sell	-3,781	Closed	-$314K	–	100
2021 Q4	$314K	Buy	3,781 +279	+8%	+$22.9K	0.17%	76
2021 Q3	$290K	Sell	3,502 -23,852	-87%	-$1.91M	0.16%	74
2021 Q2	$2.17M	Sell	27,354 -29,354	-52%	-$2.28M	1.24%	27
2021 Q1	$4.38M	Buy	+56,708	New	+$4.1M	2.58%	14

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

Valtinson Bruner Financial Planning's IWR Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,050 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #171 among its holdings. This is a return to the name: Valtinson Bruner Financial Planning previously reported a position in IWR as recently as Q4 2021.

Valtinson Bruner Financial Planning first reported a position in IWR in Q1 2021 and has held it in 5 quarters since. The position peaked at $4.38M in Q1 2021. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Valtinson Bruner Financial Planning held 2,050 shares of iShares Russell Mid-Cap ETF worth $226K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Valtinson Bruner Financial Planning position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #171 holding.
Valtinson Bruner Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 5 quarters since.
Valtinson Bruner Financial Planning's iShares Russell Mid-Cap ETF position peaked at $4.38M in Q1 2021.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.