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

Wise Wealth Partners’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 Q3	$658K	Hold	6,170	–	–	1.21%	21
2026 Q2	$681K	Hold	6,170	–	–	1.16%	21
2026 Q1	$600K	Hold	6,170	–	–	0.81%	30
2025 Q4	$594K	Hold	6,170	–	–	0.85%	30
2025 Q3	$596K	Hold	6,170	–	–	0.91%	28
2025 Q2	$567K	Buy	6,170 +2,686	+77%	+$232K	0.95%	29
2025 Q1	$296K	Sell	3,484 -27	-0.8%	-$2.41K	0.71%	37
2024 Q4	$310K	Buy	+3,511	New	+$319K	0.77%	30

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wise Wealth Partners's IWR Position: Q3 2026 in Review

Wise Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 6,170 shares worth $658K. The position accounts for 1.21% of the portfolio, ranked #21.

Wise Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $681K in Q2 2026. 1,415 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Wise Wealth Partners held 6,170 shares of iShares Russell Mid-Cap ETF worth $658K as of Q3 2026.
Wise Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 1.21% of Wise Wealth Partners's portfolio in Q3 2026, its #21 holding.
Wise Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Wise Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $681K in Q2 2026.
1,415 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Wise Wealth Partners's 13F filing for Q3 2026, filed 14 Oct 2026.