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Wealth Enhancement Trust Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealth Enhancement Trust Services’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 		$92K Buy
834
+630
+309% +$66.3K 0.01% 386
2026
Q1 		$19.8K Sell
204
-31
-13% -$3.1K ﹤0.01% 543
2025
Q4 		$22.6K Buy
+235
New +$22.6K ﹤0.01% 508

Other funds holding IWR

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealth Enhancement Trust Services's IWR Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 309% in Q2 2026, buying an estimated $66.3K and bringing the position to 834 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #386.

Wealth Enhancement Trust Services first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,343 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wealth Enhancement Trust Services held 834 shares of iShares Russell Mid-Cap ETF worth $92K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 630 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $66.3K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #386 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,343 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.