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

Wealthquest’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	$860K	Hold	7,799	–	–	0.05%	70
2026 Q1	$758K	Sell	7,799 -94	-1%	-$9.39K	0.05%	67
2025 Q4	$760K	Buy	+7,893	New	+$759K	0.06%	66
2025 Q3	–	Sell	-8,015	Closed	-$737K	–	87
2025 Q2	$737K	Sell	8,015 -893	-10%	-$77.1K	0.06%	61
2025 Q1	$758K	Sell	8,908 -754	-8%	-$67.2K	0.06%	58
2024 Q4	$854K	Sell	9,662 -4	-0%	-$363	0.07%	55
2024 Q3	$846K	Sell	9,666 -1,033	-10%	-$87K	0.07%	56
2024 Q2	$867K	Buy	10,699 +45	+0.4%	+$3.66K	0.09%	54
2024 Q1	$896K	Buy	10,654 +66	+0.6%	+$5.23K	0.1%	53
2023 Q4	$823K	Sell	10,588 -27	-0.3%	-$1.92K	0.09%	61
2023 Q3	$735K	Buy	10,615 +130	+1%	+$9.48K	0.09%	61
2023 Q2	$766K	Sell	10,485 -61	-0.6%	-$4.24K	0.09%	58
2023 Q1	$737K	Hold	10,546	–	–	0.1%	60
2022 Q4	$711K	Sell	10,546 -715	-6%	-$48.2K	0.09%	63
2022 Q3	$699K	Sell	11,261 -56,054	-83%	-$3.86M	0.1%	61
2022 Q2	$4.35M	Buy	67,315 +58,070	+628%	+$4.13M	0.66%	25
2022 Q1	$767K	Hold	9,245	–	–	0.12%	64
2021 Q4	$767K	Sell	9,245 -3,766	-29%	-$309K	0.12%	64
2021 Q3	$1.02M	Sell	13,011 -970	-7%	-$77.7K	0.17%	50
2021 Q2	$1.11M	Sell	13,981 -171	-1%	-$13.3K	0.19%	49
2021 Q1	$1.05M	Hold	14,152	–	–	0.2%	50
2020 Q4	$970K	Hold	14,152	–	–	0.21%	45
2020 Q3	$812K	Hold	14,152	–	–	0.2%	46
2020 Q2	$758K	Buy	+14,152	New	+$709K	0.19%	52
2019 Q1	–	Sell	-1,130	Closed	-$249K	–	134
2018 Q4	$249K	Buy	+1,130	New	+$57K	0.1%	109

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthquest's IWR Position: Q2 2026 in Review

Wealthquest held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,799 shares worth $860K. The position accounts for 0.05% of the portfolio, ranked #70.

Wealthquest first reported a position in IWR in Q4 2018 and has held it in 25 quarters since. The position peaked at $4.35M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wealthquest held 7,799 shares of iShares Russell Mid-Cap ETF worth $860K as of Q2 2026.
Wealthquest left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Wealthquest's portfolio in Q2 2026, its #70 holding.
Wealthquest first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 25 quarters since.
Wealthquest's iShares Russell Mid-Cap ETF position peaked at $4.35M in Q2 2022.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.