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AlTi Global’s iShares Russell Mid-Cap ETF IWR Stock Holding History

AlTi Global’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 		– Sell
-3,216
Closed -$310K – 458
2025
Q4 		$310K Hold
3,216
– – 0.01% 372
2025
Q3 		$311K Hold
3,216
– – 0.01% 367
2025
Q2 		$296K Hold
3,216
– – 0.01% 355
2025
Q1 		$274K Hold
3,216
– – 0.01% 341
2024
Q4 		$284K Hold
3,216
– – 0.01% 348
2024
Q3 		$283K Hold
3,216
– – 0.01% 329
2024
Q2 		$261K Buy
3,216
+43
+1% +$3.5K 0.01% 335
2024
Q1 		$267K Buy
3,173
+87
+3% +$6.89K 0.01% 332
2023
Q4 		$240K Buy
+3,086
New +$219K 0.01% 319

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 $202B AUM 37.79% 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 $609B AUM 40.19% 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

AlTi Global's IWR Position: Q1 2026 in Review

AlTi Global sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 3,216 shares — an estimated $310K sold.

AlTi Global first reported a position in IWR in Q4 2023 and held it in 9 quarters. The position peaked at $311K in Q3 2025. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • AlTi Global reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • AlTi Global sold 3,216 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $310K.
  • AlTi Global first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 9 quarters.
  • AlTi Global's iShares Russell Mid-Cap ETF position peaked at $311K in Q3 2025.
  • 1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.