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 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 $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

Valued Retirements's IWR Position: Q1 2026 in Review

Valued Retirements held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,990 shares worth $485K. The position accounts for 0.47% of the portfolio, ranked #51.

Valued Retirements first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Valued Retirements held 4,990 shares of iShares Russell Mid-Cap ETF worth $485K as of Q1 2026.
Valued Retirements left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.47% of Valued Retirements's portfolio in Q1 2026, its #51 holding.
Valued Retirements first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.