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

Americana 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	$3.16M	Buy	28,601 +7,841	+38%	+$825K	0.07%	182
2026 Q1	$2.02M	Hold	20,760	–	–	0.05%	213
2025 Q4	$2M	Buy	20,760 +33	+0.2%	+$3.17K	0.05%	210
2025 Q3	$2M	Buy	20,727 +13,677	+194%	+$1.3M	0.06%	194
2025 Q2	$648K	Buy	+7,050	New	+$609K	0.02%	278
2020 Q2	–	Sell	-10,876	Closed	-$469K	–	105
2020 Q1	$469K	Buy	10,876 +1,388	+15%	+$76.4K	0.48%	49
2019 Q4	$565K	Buy	+9,488	New	+$545K	0.32%	44

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

Americana Partners's IWR Position: Q2 2026 in Review

Americana Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 38% in Q2 2026, buying an estimated $825K and bringing the position to 28,601 shares worth $3.16M. The position accounts for 0.07% of the portfolio, ranked #182.

Americana Partners first reported a position in IWR in Q4 2019 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Americana Partners held 28,601 shares of iShares Russell Mid-Cap ETF worth $3.16M as of Q2 2026.
Americana Partners bought 7,841 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $825K.
iShares Russell Mid-Cap ETF made up 0.07% of Americana Partners's portfolio in Q2 2026, its #182 holding.
Americana Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.