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 Q2	$1.18M	Sell	10,666 -200	-2%	-$21K	0.04%	434
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	0.03%	436
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 $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

Western Wealth Management's IWR Position: Q2 2026 in Review

Western Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $21K and leaving 10,666 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #434.

Western Wealth Management first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Western Wealth Management held 10,666 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q2 2026.
Western Wealth Management sold 200 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $21K.
iShares Russell Mid-Cap ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #434 holding.
Western Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.