3 Factor Indexing’s iShares Russell Mid-Cap ETF IWR Stock Holding History

3 Factor Indexing’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	$203K	Hold	1,840	–	–	0.17%	50
2026 Q1	$179K	Buy	+1,840	New	+$184K	0.17%	53

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

3 Factor Indexing's IWR Position: Q2 2026 in Review

3 Factor Indexing held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,840 shares worth $203K. The position accounts for 0.17% of the portfolio, ranked #50.

3 Factor Indexing first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,541 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

3 Factor Indexing held 1,840 shares of iShares Russell Mid-Cap ETF worth $203K as of Q2 2026.
3 Factor Indexing left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.17% of 3 Factor Indexing's portfolio in Q2 2026, its #50 holding.
3 Factor Indexing first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
1,541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.