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Wealth Dimensions Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealth Dimensions Group’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 		$541K Sell
4,902
-142
-3% -$14.9K 0.1% 97
2026
Q1 		$490K Sell
5,044
-1,472
-23% -$147K 0.1% 105
2025
Q4 		$627K Sell
6,516
-1,962
-23% -$189K 0.12% 87
2025
Q3 		$819K Sell
8,478
-699
-8% -$66.3K 0.17% 73
2025
Q2 		$844K Sell
9,177
-72
-0.8% -$6.22K 0.19% 72
2025
Q1 		$787K Hold
9,249
– – 0.19% 66
2024
Q4 		$818K Buy
9,249
+4,455
+93% +$404K 0.2% 65
2024
Q3 		$423K Hold
4,794
– – 0.11% 98
2024
Q2 		$389K Sell
4,794
-76
-2% -$6.19K 0.11% 98
2024
Q1 		$410K Hold
4,870
– – 0.12% 92
2023
Q4 		$379K Sell
4,870
-943
-16% -$67K 0.12% 94
2023
Q3 		$403K Buy
5,813
+24
+0.4% +$1.75K 0.15% 86
2023
Q2 		$423K Buy
5,789
+440
+8% +$30.6K 0.15% 87
2023
Q1 		$374K Hold
5,349
– – 0.14% 93
2022
Q4 		$361K Hold
5,349
– – 0.15% 96
2022
Q3 		$332K Sell
5,349
-700
-12% -$48.1K 0.16% 87
2022
Q2 		$391K Hold
6,049
– – 0.19% 84
2022
Q1 		$472K Sell
6,049
-102
-2% -$7.85K 0.22% 78
2021
Q4 		$511K Buy
6,151
+586
+11% +$48.1K 0.25% 70
2021
Q3 		$435K Sell
5,565
-1,000
-15% -$80.1K 0.28% 78
2021
Q2 		$520K Sell
6,565
-316
-5% -$24.5K 0.35% 59
2021
Q1 		$509K Hold
6,881
– – 0.4% 56
2020
Q4 		$472K Buy
+6,881
New +$438K 0.41% 50

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

Wealth Dimensions Group's IWR Position: Q2 2026 in Review

Wealth Dimensions Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q2 2026, selling an estimated $14.9K and leaving 4,902 shares worth $541K. The position accounts for 0.1% of the portfolio, ranked #97.

Wealth Dimensions Group first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $844K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wealth Dimensions Group held 4,902 shares of iShares Russell Mid-Cap ETF worth $541K as of Q2 2026.
  • Wealth Dimensions Group sold 142 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.9K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Wealth Dimensions Group's portfolio in Q2 2026, its #97 holding.
  • Wealth Dimensions Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Wealth Dimensions Group's iShares Russell Mid-Cap ETF position peaked at $844K in Q2 2025.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.