Arrowroot Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arrowroot Family Office’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	$1.39M	Sell	12,564 -50	-0.4%	-$5.26K	0.4%	56
2026 Q1	$1.23M	Buy	12,614 +1,665	+15%	+$166K	0.41%	56
2025 Q4	$1.05M	Buy	10,949 +726	+7%	+$69.8K	0.38%	57
2025 Q3	$987K	Buy	10,223 +34	+0.3%	+$3.22K	0.39%	57
2025 Q2	$937K	Buy	+10,189	New	+$880K	0.42%	56
2024 Q4	$890K	Buy	10,073 +1,640	+19%	+$149K	0.46%	53
2024 Q3	$743K	Sell	8,433 -165	-2%	-$13.9K	0.43%	56
2024 Q2	$697K	Buy	8,598 +157	+2%	+$12.8K	0.45%	59
2024 Q1	$710K	Buy	8,441 +22	+0.3%	+$1.74K	0.45%	58
2023 Q4	$654K	Buy	8,419 +2,387	+40%	+$170K	0.46%	56
2023 Q3	$418K	Hold	6,032	–	–	0.33%	73
2023 Q2	$441K	Buy	+6,032	New	+$420K	0.33%	75

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

Arrowroot Family Office's IWR Position: Q2 2026 in Review

Arrowroot Family Office reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.4% in Q2 2026, selling an estimated $5.26K and leaving 12,564 shares worth $1.39M. The position accounts for 0.4% of the portfolio, ranked #56.

Arrowroot Family Office first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arrowroot Family Office held 12,564 shares of iShares Russell Mid-Cap ETF worth $1.39M as of Q2 2026.
Arrowroot Family Office sold 50 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.26K.
iShares Russell Mid-Cap ETF made up 0.4% of Arrowroot Family Office's portfolio in Q2 2026, its #56 holding.
Arrowroot Family Office first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.