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IWR icon

Arrow Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arrow Financial’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 		$396K Hold
4,076
– – 0.04% 133
2025
Q4 		$392K Hold
4,076
– – 0.04% 135
2025
Q3 		$394K Hold
4,076
– – 0.04% 129
2025
Q2 		$375K Hold
4,076
– – 0.04% 135
2025
Q1 		$347K Sell
4,076
-90
-2% -$8.03K 0.04% 134
2024
Q4 		$368K Sell
4,166
-55
-1% -$4.99K 0.04% 145
2024
Q3 		$372K Sell
4,221
-305
-7% -$25.7K 0.03% 147
2024
Q2 		$367K Sell
4,526
-168
-4% -$13.7K 0.04% 143
2024
Q1 		$395K Sell
4,694
-201
-4% -$15.9K 0.04% 142
2023
Q4 		$380K Sell
4,895
-12
-0.2% -$852 0.04% 140
2023
Q3 		$340K Sell
4,907
-138
-3% -$10.1K 0.04% 143
2023
Q2 		$368K Sell
5,045
-166
-3% -$11.5K 0.04% 136
2023
Q1 		$364K Sell
5,211
-238
-4% -$16.8K 0.05% 137
2022
Q4 		$368K Sell
5,449
-110
-2% -$7.42K 0.05% 134
2022
Q3 		$346K Hold
5,559
– – 0.05% 133
2022
Q2 		$359K Buy
5,559
+168
+3% +$12K 0.05% 132
2022
Q1 		$420K Buy
5,391
+1,056
+24% +$81.3K 0.05% 136
2021
Q4 		$360K Sell
4,335
-2,900
-40% -$238K 0.04% 143
2021
Q3 		$566K Sell
7,235
-300
-4% -$24K 0.07% 129
2021
Q2 		$597K Hold
7,535
– – 0.08% 130
2021
Q1 		$557K Sell
7,535
-20
-0.3% -$1.45K 0.07% 131
2020
Q4 		$518K Hold
7,555
– – 0.1% 119
2020
Q3 		$434K Sell
7,555
-6,939
-48% -$395K 0.09% 118
2020
Q2 		$777K Sell
14,494
-1,500
-9% -$75.2K 0.17% 99
2020
Q1 		$691K Sell
15,994
-425
-3% -$23.4K 0.16% 99
2019
Q4 		$979K Sell
16,419
-40
-0.2% -$2.3K 0.19% 96
2019
Q3 		$921K Sell
16,459
-1,040
-6% -$58.1K 0.19% 97
2019
Q2 		$978K Sell
17,499
-1,275
-7% -$70K 0.21% 93
2019
Q1 		$1.01M Sell
18,774
-854
-4% -$44.2K 0.23% 91
2018
Q4 		$912K Sell
19,628
-1,320
-6% -$66.6K 0.23% 92
2018
Q3 		$1.16M Buy
20,948
+180
+0.9% +$9.87K 0.24% 91
2018
Q2 		$1.1M Sell
20,768
-340
-2% -$17.9K 0.25% 90
2018
Q1 		$1.09M Buy
21,108
+6,424
+44% +$339K 0.25% 88
2017
Q4 		$764K Sell
14,684
-20
-0.1% -$1.01K 0.18% 106
2017
Q3 		$725K Sell
14,704
-5,960
-29% -$288K 0.17% 111
2017
Q2 		$993K Buy
20,664
+1,980
+11% +$93.9K 0.24% 97
2017
Q1 		$874K Buy
18,684
+5,972
+47% +$277K 0.21% 101
2016
Q4 		$568K Buy
12,712
+3,360
+36% +$147K 0.14% 115
2016
Q3 		$407K Buy
9,352
+932
+11% +$40.4K 0.1% 127
2016
Q2 		$354K Buy
8,420
+440
+6% +$18.2K 0.09% 137
2016
Q1 		$325K Buy
7,980
+5,940
+291% +$226K 0.09% 139
2015
Q4 		$82K Buy
+2,040
New +$83.1K 0.02% 188

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 $173B AUM 20.72% 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 $544B AUM 28.31% 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

Arrow Financial's IWR Position: Q1 2026 in Review

Arrow Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,076 shares worth $396K. The position accounts for 0.04% of the portfolio, ranked #133.

Arrow Financial first reported a position in IWR in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.16M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Arrow Financial held 4,076 shares of iShares Russell Mid-Cap ETF worth $396K as of Q1 2026.
  • Arrow Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.04% of Arrow Financial's portfolio in Q1 2026, its #133 holding.
  • Arrow Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Arrow Financial's iShares Russell Mid-Cap ETF position peaked at $1.16M in Q3 2018.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Arrow Financial's 13F filing for Q1 2026, filed 11 May 2026.