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Arthur M. Cohen & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arthur M. Cohen & Associates’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 		$558K Buy
5,059
+7
+0.1% +$736 0.09% 82
2026
Q1 		$495K Buy
5,052
+7
+0.1% +$699 0.09% 82
2025
Q4 		$486K Buy
5,045
+11
+0.2% +$1.06K 0.08% 83
2025
Q3 		$486K Buy
5,034
+8
+0.2% +$758 0.08% 84
2025
Q2 		$462K Buy
5,026
+8
+0.2% +$691 0.08% 87
2025
Q1 		$427K Buy
5,018
+8
+0.2% +$714 0.08% 87
2024
Q4 		$443K Buy
5,010
+10
+0.2% +$908 0.08% 95
2024
Q3 		$438K Buy
5,000
+11
+0.2% +$927 0.08% 92
2024
Q2 		$405K Buy
4,989
+6
+0.1% +$488 0.07% 96
2024
Q1 		$419K Buy
4,983
+7
+0.1% +$555 0.09% 88
2023
Q4 		$387K Buy
+4,976
New +$353K 0.09% 92
2022
Q2 		– Sell
-2,505
Closed -$208K – 137
2022
Q1 		$208K Hold
2,505
– – 0.04% 132
2021
Q4 		$208K Buy
+2,505
New +$206K 0.04% 142
2020
Q3 		– Sell
-4,488
Closed -$241K – 141
2020
Q2 		$241K Sell
4,488
-2,029
-31% -$102K 0.07% 109
2020
Q1 		$268K Buy
6,517
+40
+0.6% +$2.2K 0.11% 94
2019
Q4 		$386K Buy
+6,477
New +$372K 0.12% 93
2019
Q2 		– Sell
-7,366
Closed -$397K – 119
2019
Q1 		$397K Buy
7,366
+25
+0.3% +$1.29K 0.14% 82
2018
Q4 		$341K Buy
7,341
+73
+1% +$3.68K 0.11% 89
2018
Q3 		$401K Buy
7,268
+32
+0.4% +$1.75K 0.12% 87
2018
Q2 		$384K Hold
7,236
– – 0.15% 86
2018
Q1 		$365K Sell
7,236
-22,128
-75% -$1.17M 0.14% 85
2017
Q4 		$342K Buy
+29,364
New +$1.49M 0.09% 86
2017
Q2 		$342K Hold
7,088
– – 0.13% 81
2017
Q1 		$332K Buy
7,088
+516
+8% +$23.9K 0.15% 79
2016
Q4 		$294K Buy
+6,572
New +$287K 0.16% 77
2014
Q3 		$352K Buy
+7,148
New +$288K 0.16% 84

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arthur M. Cohen & Associates's IWR Position: Q2 2026 in Review

Arthur M. Cohen & Associates increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.14% in Q2 2026, buying an estimated $736 and bringing the position to 5,059 shares worth $558K. The position accounts for 0.09% of the portfolio, ranked #82.

Arthur M. Cohen & Associates first reported a position in IWR in Q3 2014 and has held it in 26 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Arthur M. Cohen & Associates held 5,059 shares of iShares Russell Mid-Cap ETF worth $558K as of Q2 2026.
  • Arthur M. Cohen & Associates bought 7 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $736.
  • iShares Russell Mid-Cap ETF made up 0.09% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #82 holding.
  • Arthur M. Cohen & Associates first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and has held it in 26 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.