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

Westshore Wealth’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 		$6.35M Sell
65,329
-3,141
-5% -$314K 2.23% 12
2025
Q4 		$6.59M Buy
68,470
+1,204
+2% +$116K 2.18% 13
2025
Q3 		$6.49M Sell
67,266
-2,115
-3% -$200K 2.22% 13
2025
Q2 		$6.38M Buy
69,381
+612
+0.9% +$52.9K 2.45% 10
2025
Q1 		$5.85M Sell
68,769
-3,240
-4% -$289K 2.47% 10
2024
Q4 		$6.37M Buy
72,009
+105
+0.1% +$9.53K 2.58% 11
2024
Q3 		$6.34M Sell
71,904
-1,357
-2% -$114K 2.59% 10
2024
Q2 		$5.94M Sell
73,261
-6,473
-8% -$527K 2.47% 9
2024
Q1 		$6.7M Sell
79,734
-1,792
-2% -$142K 2.79% 8
2023
Q4 		$6.34M Sell
81,526
-8,173
-9% -$581K 2.92% 8
2023
Q3 		$6.21M Sell
89,699
-12,834
-13% -$936K 3.45% 7
2023
Q2 		$7.49M Sell
102,533
-706
-0.7% -$49.1K 3.82% 7
2023
Q1 		$7.22M Buy
103,239
+7,871
+8% +$556K 3.79% 6
2022
Q4 		$6.43M Buy
95,368
+3,749
+4% +$253K 3.66% 6
2022
Q3 		$5.69M Buy
91,619
+6,340
+7% +$436K 3.92% 6
2022
Q2 		$5.51M Buy
85,279
+5,815
+7% +$414K 3.59% 6
2022
Q1 		$6.2M Buy
79,464
+9,064
+13% +$698K 4.17% 6
2021
Q4 		$5.84M Buy
70,400
+7,907
+13% +$649K 4% 6
2021
Q3 		$4.89M Sell
62,493
-5,030
-7% -$403K 3.95% 6
2021
Q2 		$5.36M Buy
67,523
+10,423
+18% +$809K 2.76% 8
2021
Q1 		$4.22M Buy
+57,100
New +$4.13M 2.41% 9
2019
Q4 		$3.9M Buy
+65,417
New +$3.76M 4.29% 7

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

Westshore Wealth's IWR Position: Q1 2026 in Review

Westshore Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q1 2026, selling an estimated $314K and leaving 65,329 shares worth $6.35M. The position accounts for 2.23% of the portfolio, ranked #12.

Westshore Wealth first reported a position in IWR in Q4 2019 and has held it in 22 quarters since. The position peaked at $7.49M in Q2 2023. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Westshore Wealth held 65,329 shares of iShares Russell Mid-Cap ETF worth $6.35M as of Q1 2026.
  • Westshore Wealth sold 3,141 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $314K.
  • iShares Russell Mid-Cap ETF made up 2.23% of Westshore Wealth's portfolio in Q1 2026, its #12 holding.
  • Westshore Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Westshore Wealth's iShares Russell Mid-Cap ETF position peaked at $7.49M in Q2 2023.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Westshore Wealth's 13F filing for Q1 2026, filed 27 May 2026.