Valued Retirements’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valued Retirements’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	$550K	Hold	4,990	–	–	0.49%	45
2026 Q1	$485K	Hold	4,990	–	–	0.47%	51
2025 Q4	$480K	Hold	4,990	–	–	0.47%	51
2025 Q3	$459K	Hold	4,990	–	–	0.52%	52
2025 Q2	$459K	Hold	4,990	–	–	0.52%	52
2025 Q1	$424K	Hold	4,990	–	–	0.56%	48
2024 Q4	$441K	Hold	4,990	–	–	0.59%	49
2024 Q3	$440K	Hold	4,990	–	–	0.61%	43
2024 Q2	$405K	Hold	4,990	–	–	0.61%	46
2024 Q1	$420K	Hold	4,990	–	–	0.67%	34
2023 Q4	$388K	Buy	+4,990	New	+$354K	0.67%	34

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

Valued Retirements's IWR Position: Q2 2026 in Review

Valued Retirements held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,990 shares worth $550K. The position accounts for 0.49% of the portfolio, ranked #45.

Valued Retirements first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Valued Retirements held 4,990 shares of iShares Russell Mid-Cap ETF worth $550K as of Q2 2026.
Valued Retirements left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.49% of Valued Retirements's portfolio in Q2 2026, its #45 holding.
Valued Retirements first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Valued Retirements's 13F filing for Q2 2026, filed 13 Aug 2026.