1015 Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

1015 Capital 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 Q2	$177K	Sell	1,605 -22	-1%	-$2.31K	0.15%	95
2026 Q1	$158K	Hold	1,627	–	–	0.15%	101
2025 Q4	$157K	Buy	+1,627	New	+$156K	0.15%	100

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

1015 Capital Partners's IWR Position: Q2 2026 in Review

1015 Capital Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, selling an estimated $2.31K and leaving 1,605 shares worth $177K. The position accounts for 0.15% of the portfolio, ranked #95.

1015 Capital Partners first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,580 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

1015 Capital Partners held 1,605 shares of iShares Russell Mid-Cap ETF worth $177K as of Q2 2026.
1015 Capital Partners sold 22 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.31K.
iShares Russell Mid-Cap ETF made up 0.15% of 1015 Capital Partners's portfolio in Q2 2026, its #95 holding.
1015 Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,580 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on 1015 Capital Partners's 13F filing for Q2 2026, filed 21 Jul 2026.