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Alley Investment Management Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Alley Investment Management Company’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 		$2.51M Sell
22,725
-674
-3% -$70.9K 0.29% 61
2026
Q1 		$2.28M Sell
23,399
-330
-1% -$33K 0.28% 61
2025
Q4 		$2.28M Sell
23,729
-80
-0.3% -$7.69K 0.27% 63
2025
Q3 		$2.3M Sell
23,809
-142
-0.6% -$13.5K 0.27% 63
2025
Q2 		$2.2M Hold
23,951
– – 0.27% 61
2025
Q1 		$2.04M Sell
23,951
-59
-0.2% -$5.26K 0.26% 61
2024
Q4 		$2.12M Buy
24,010
+1,545
+7% +$140K 0.27% 63
2024
Q3 		$1.98M Buy
22,465
+5,083
+29% +$428K 0.25% 62
2024
Q2 		$1.41M Hold
17,382
– – 0.19% 63
2024
Q1 		$1.46M Sell
17,382
-40
-0.2% -$3.17K 0.2% 62
2023
Q4 		$1.35M Hold
17,422
– – 0.2% 62
2023
Q3 		$1.21M Hold
17,422
– – 0.2% 63
2023
Q2 		$1.27M Hold
17,422
– – 0.21% 63
2023
Q1 		$1.22M Buy
17,422
+1,625
+10% +$115K 0.2% 63
2022
Q4 		$1.07M Sell
15,797
-1,869
-11% -$126K 0.18% 63
2022
Q3 		$1.1M Sell
17,666
-80
-0.5% -$5.5K 0.22% 62
2022
Q2 		$1.15M Hold
17,746
– – 0.22% 61
2022
Q1 		$1.39M Buy
+17,746
New +$1.37M 0.23% 61

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Alley Investment Management Company's IWR Position: Q2 2026 in Review

Alley Investment Management Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $70.9K and leaving 22,725 shares worth $2.51M. The position accounts for 0.29% of the portfolio, ranked #61.

Alley Investment Management Company first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,107 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Alley Investment Management Company held 22,725 shares of iShares Russell Mid-Cap ETF worth $2.51M as of Q2 2026.
  • Alley Investment Management Company sold 674 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $70.9K.
  • iShares Russell Mid-Cap ETF made up 0.29% of Alley Investment Management Company's portfolio in Q2 2026, its #61 holding.
  • Alley Investment Management Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 1,107 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.