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

WealthShield Partners’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	$221K	Sell	2,000 -2,279	-53%	-$240K	0.03%	218
2026 Q1	$416K	Sell	4,279 -5,377	-56%	-$537K	0.05%	259
2025 Q4	$930K	Buy	9,656 +4,262	+79%	+$410K	0.1%	188
2025 Q3	$521K	Buy	5,394 +964	+22%	+$91.4K	0.06%	234
2025 Q2	$407K	Buy	4,430 +395	+10%	+$34.1K	0.05%	255
2025 Q1	$343K	Sell	4,035 -1,925	-32%	-$172K	0.04%	255
2024 Q4	$527K	Buy	5,960 +1,925	+48%	+$175K	0.07%	209
2024 Q3	$356K	Hold	4,035	–	–	0.05%	233
2024 Q2	$327K	Hold	4,035	–	–	0.05%	232
2024 Q1	$339K	Sell	4,035 -1,657	-29%	-$131K	0.05%	222
2023 Q4	$442K	Sell	5,692 -2,143	-27%	-$152K	0.07%	210
2023 Q3	$545K	Buy	7,835 +15	+0.2%	+$1.09K	0.08%	201
2023 Q2	$571K	Sell	7,820 -3,017	-28%	-$210K	0.09%	196
2023 Q1	$758K	Buy	10,837 +2,605	+32%	+$184K	0.12%	174
2022 Q4	$555K	Buy	8,232 +1,587	+24%	+$107K	0.11%	182
2022 Q3	$413K	Hold	6,645	–	–	0.08%	217
2022 Q2	$430K	Sell	6,645 -3,530	-35%	-$251K	0.09%	216
2022 Q1	$794K	Buy	+10,175	New	+$783K	0.13%	175
2018 Q4	–	Sell	-40	Closed	-$2K	–	266
2018 Q3	$2K	Hold	40	–	–	﹤0.01%	243
2018 Q2	$2K	Hold	40	–	–	﹤0.01%	231
2018 Q1	$2K	Hold	40	–	–	﹤0.01%	220
2017 Q4	$2K	Buy	+40	New	+$2.03K	﹤0.01%	213

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

WealthShield Partners's IWR Position: Q2 2026 in Review

WealthShield Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 53% in Q2 2026, selling an estimated $240K and leaving 2,000 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #218.

WealthShield Partners first reported a position in IWR in Q4 2017 and has held it in 22 quarters since. The position peaked at $930K in Q4 2025. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

WealthShield Partners held 2,000 shares of iShares Russell Mid-Cap ETF worth $221K as of Q2 2026.
WealthShield Partners sold 2,279 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $240K.
iShares Russell Mid-Cap ETF made up 0.03% of WealthShield Partners's portfolio in Q2 2026, its #218 holding.
WealthShield Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 22 quarters since.
WealthShield Partners's iShares Russell Mid-Cap ETF position peaked at $930K in Q4 2025.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.