Western Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Western Wealth Management’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	$1.06M	Sell	10,866 -350	-3%	-$35K	0.04%	426
2025 Q4	$1.08M	Buy	11,216 +2,724	+32%	+$262K	0.05%	327
2025 Q3	$820K	Buy	8,492 +67	+0.8%	+$6.35K	0.04%	340
2025 Q2	$775K	Buy	8,425 +646	+8%	+$55.8K	0.05%	321
2025 Q1	$662K	Buy	7,779 +1,669	+27%	+$149K	0.04%	323
2024 Q4	$540K	Sell	6,110 -250	-4%	-$22.7K	0.04%	362
2024 Q3	$561K	Buy	6,360 +51	+0.8%	+$4.3K	0.03%	436
2024 Q2	$512K	Sell	6,309 -381	-6%	-$31K	0.04%	365
2024 Q1	$563K	Sell	6,690 -61	-0.9%	-$4.83K	0.04%	343
2023 Q4	$525K	Buy	6,751 +3,061	+83%	+$217K	0.04%	402
2023 Q3	$256K	Sell	3,690 -28	-0.8%	-$2.04K	0.02%	548
2023 Q2	$272K	Sell	3,718 -1,128	-23%	-$78.5K	0.02%	526
2023 Q1	$339K	Sell	4,846 -92	-2%	-$6.5K	0.03%	467
2022 Q4	$333K	Sell	4,938 -4,971	-50%	-$335K	0.03%	440
2022 Q3	$613K	Sell	9,909 -2,273	-19%	-$156K	0.04%	419
2022 Q2	$785K	Sell	12,182 -1,388	-10%	-$98.8K	0.05%	356
2022 Q1	$1.06M	Buy	13,570 +6,816	+101%	+$525K	0.05%	327
2021 Q4	$560K	Buy	+6,754	New	+$554K	0.06%	302
2021 Q2	$630K	Buy	7,939 +1,322	+20%	+$103K	0.06%	311
2021 Q1	$489K	Hold	6,617	–	–	0.07%	279
2020 Q4	$454K	Buy	6,617 +242	+4%	+$15.4K	0.07%	271
2020 Q3	$366K	Hold	6,375	–	–	0.06%	293
2020 Q2	$342K	Buy	6,375 +348	+6%	+$17.4K	0.06%	289
2020 Q1	$261K	Buy	6,027 +1,011	+20%	+$55.6K	0.06%	294
2019 Q4	$299K	Sell	5,016 -78	-2%	-$4.48K	0.05%	310
2019 Q3	$284K	Sell	5,094 -80	-2%	-$4.47K	0.06%	302
2019 Q2	$288K	Hold	5,174	–	–	0.04%	312
2019 Q1	$280K	Buy	5,174 +332	+7%	+$17.2K	0.06%	300
2018 Q4	$225K	Buy	+4,842	New	+$244K	0.06%	304

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

Western Wealth Management's IWR Position: Q1 2026 in Review

Western Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q1 2026, selling an estimated $35K and leaving 10,866 shares worth $1.06M. The position accounts for 0.04% of the portfolio, ranked #426.

Western Wealth Management first reported a position in IWR in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.08M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Western Wealth Management held 10,866 shares of iShares Russell Mid-Cap ETF worth $1.06M as of Q1 2026.
Western Wealth Management sold 350 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $35K.
iShares Russell Mid-Cap ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #426 holding.
Western Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
Western Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.