WP
IWR icon

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthShield Partners's IWR Position: Q1 2026 in Review

WealthShield Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 56% in Q1 2026, selling an estimated $537K and leaving 4,279 shares worth $416K. The position accounts for 0.05% of the portfolio, ranked #259.

WealthShield Partners first reported a position in IWR in Q4 2017 and has held it in 21 quarters since. The position peaked at $930K in Q4 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • WealthShield Partners held 4,279 shares of iShares Russell Mid-Cap ETF worth $416K as of Q1 2026.
  • WealthShield Partners sold 5,377 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $537K.
  • iShares Russell Mid-Cap ETF made up 0.05% of WealthShield Partners's portfolio in Q1 2026, its #259 holding.
  • WealthShield Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 21 quarters since.
  • WealthShield Partners's iShares Russell Mid-Cap ETF position peaked at $930K in Q4 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.