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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Arrowroot Family Office's IWR Position: Q1 2026 in Review

Arrowroot Family Office increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2026, buying an estimated $166K and bringing the position to 12,614 shares worth $1.23M. The position accounts for 0.41% of the portfolio, ranked #56.

Arrowroot Family Office first reported a position in IWR in Q2 2023 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Arrowroot Family Office held 12,614 shares of iShares Russell Mid-Cap ETF worth $1.23M as of Q1 2026.
  • Arrowroot Family Office bought 1,665 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $166K.
  • iShares Russell Mid-Cap ETF made up 0.41% of Arrowroot Family Office's portfolio in Q1 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 11 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Arrowroot Family Office's 13F filing for Q1 2026, filed 14 May 2026.