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

ViaWealth’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	$715K	Hold	7,352	–	–	0.4%	79
2025 Q4	$708K	Sell	7,352 -1,665	-18%	-$160K	0.4%	77
2025 Q3	$871K	Hold	9,017	–	–	0.48%	60
2025 Q2	$829K	Hold	9,017	–	–	0.49%	61
2025 Q1	$767K	Hold	9,017	–	–	0.47%	65
2024 Q4	$797K	Hold	9,017	–	–	0.48%	64
2024 Q3	$795K	Hold	9,017	–	–	0.46%	70
2024 Q2	$731K	Hold	9,017	–	–	0.45%	69
2024 Q1	$758K	Hold	9,017	–	–	0.47%	69
2023 Q4	$701K	Hold	9,017	–	–	0.48%	73
2023 Q3	$624K	Hold	9,017	–	–	0.46%	73
2023 Q2	$659K	Hold	9,017	–	–	0.49%	66
2023 Q1	$630K	Hold	9,017	–	–	0.5%	71
2022 Q4	$623K	Buy	+9,017	New	+$608K	0.51%	70

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

ViaWealth's IWR Position: Q1 2026 in Review

ViaWealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 7,352 shares worth $715K. The position accounts for 0.4% of the portfolio, ranked #79.

ViaWealth first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $871K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

ViaWealth held 7,352 shares of iShares Russell Mid-Cap ETF worth $715K as of Q1 2026.
ViaWealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.4% of ViaWealth's portfolio in Q1 2026, its #79 holding.
ViaWealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
ViaWealth's iShares Russell Mid-Cap ETF position peaked at $871K in Q3 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.