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

Wedbush Securities’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	$324K	Sell	3,329 -63	-2%	-$6.29K	0.01%	866
2025 Q4	$327K	Buy	3,392 +1,083	+47%	+$104K	0.01%	847
2025 Q3	$223K	Sell	2,309 -6,151	-73%	-$583K	0.01%	1013
2025 Q2	$778K	Sell	8,460 -148	-2%	-$12.8K	0.03%	483
2025 Q1	$732K	Buy	8,608 +365	+4%	+$32.6K	0.03%	477
2024 Q4	$729K	Buy	+8,243	New	+$748K	0.03%	472
2024 Q2	–	Sell	-2,512	Closed	-$211K	–	1244
2024 Q1	$211K	Buy	+2,512	New	+$199K	0.01%	1066
2022 Q2	–	Sell	-3,152	Closed	-$246K	–	1130
2022 Q1	$246K	Sell	3,152 -743	-19%	-$57.2K	0.01%	894
2021 Q4	$323K	Buy	3,895 +1	+0%	+$82	0.01%	844
2021 Q3	$305K	Buy	3,894 +1	+0%	+$80	0.01%	856
2021 Q2	$308K	Buy	3,893 +1	+0%	+$78	0.01%	849
2021 Q1	$288K	Buy	3,892 +861	+28%	+$62.2K	0.02%	833
2020 Q4	$208K	Buy	+3,031	New	+$193K	0.02%	776
2018 Q3	–	Sell	-4,196	Closed	-$222K	–	921
2018 Q2	$222K	Buy	+4,196	New	+$221K	0.03%	685

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedbush Securities's IWR Position: Q1 2026 in Review

Wedbush Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q1 2026, selling an estimated $6.29K and leaving 3,329 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #866.

Wedbush Securities first reported a position in IWR in Q2 2018 and has held it in 14 quarters since. The position peaked at $778K in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Wedbush Securities held 3,329 shares of iShares Russell Mid-Cap ETF worth $324K as of Q1 2026.
Wedbush Securities sold 63 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $6.29K.
iShares Russell Mid-Cap ETF made up 0.01% of Wedbush Securities's portfolio in Q1 2026, its #866 holding.
Wedbush Securities first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 14 quarters since.
Wedbush Securities's iShares Russell Mid-Cap ETF position peaked at $778K in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.