WWMSC
IWR icon

Wagner Wealth Management (South Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$8.05K Buy
73
+56
+329% +$5.89K ﹤0.01% 234
2026
Q1 		$1.65K Buy
+17
New +$1.7K ﹤0.01% 259
2018
Q3 		$278K Buy
+5,044
New +$276K 0.19% 102

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IWR Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its iShares Russell Mid-Cap ETF (IWR) stake by 329% in Q2 2026, buying an estimated $5.89K and bringing the position to 73 shares worth $8.05K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

Wagner Wealth Management (South Carolina) first reported a position in IWR in Q3 2018 and has held it in 3 quarters since. The position peaked at $278K in Q3 2018. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 73 shares of iShares Russell Mid-Cap ETF worth $8.05K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 56 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #234 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 3 quarters since.
  • Wagner Wealth Management (South Carolina)'s iShares Russell Mid-Cap ETF position peaked at $278K in Q3 2018.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.