Werba Rubin Papier Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$601K Buy
5,447
+2
+0% +$210 0.07% 139
2026
Q1
$529K Buy
5,445
+2
+0% +$200 0.07% 133
2025
Q4
$524K Buy
5,443
+19
+0.4% +$1.83K 0.14% 107
2025
Q3
$524K Buy
5,424
+16
+0.3% +$1.52K 0.08% 119
2025
Q2
$497K Buy
+5,408
New +$467K 0.09% 112

Other funds holding IWR

Werba Rubin Papier Wealth Management's IWR Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $210 and bringing the position to 5,447 shares worth $601K. The position accounts for 0.07% of the portfolio, ranked #139.

Werba Rubin Papier Wealth Management first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Werba Rubin Papier Wealth Management held 5,447 shares of iShares Russell Mid-Cap ETF worth $601K as of Q2 2026.
  • Werba Rubin Papier Wealth Management bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
  • iShares Russell Mid-Cap ETF made up 0.07% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Werba Rubin Papier Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.