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Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Asset Management Group’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 		$4.29M Sell
38,863
-737
-2% -$77.5K 0.63% 49
2026
Q1 		$3.85M Buy
39,600
+102
+0.3% +$10.2K 0.62% 50
2025
Q4 		$3.8M Buy
39,498
+124
+0.3% +$11.9K 0.62% 49
2025
Q3 		$3.8M Buy
39,374
+128
+0.3% +$12.1K 0.62% 49
2025
Q2 		$3.61M Sell
39,246
-947
-2% -$81.8K 0.63% 46
2025
Q1 		$3.42M Sell
40,193
-63
-0.2% -$5.62K 0.63% 49
2024
Q4 		$3.56M Sell
40,256
-526
-1% -$47.7K 0.63% 46
2024
Q3 		$3.59M Sell
40,782
-508
-1% -$42.8K 0.63% 48
2024
Q2 		$3.35M Sell
41,290
-274
-0.7% -$22.3K 0.62% 50
2024
Q1 		$3.5M Buy
41,564
+1,069
+3% +$84.7K 0.66% 47
2023
Q4 		$3.15M Buy
40,495
+367
+0.9% +$26.1K 0.63% 51
2023
Q3 		$2.78M Hold
40,128
– – 0.61% 53
2023
Q2 		$2.93M Sell
40,128
-400
-1% -$27.8K 0.62% 49
2023
Q1 		$2.83M Buy
40,528
+63
+0.2% +$4.45K 0.63% 48
2022
Q4 		$2.73M Buy
40,465
+373
+0.9% +$25.2K 0.64% 49
2022
Q3 		$2.49M Hold
40,092
– – 0.62% 49
2022
Q2 		$2.59M Buy
40,092
+115
+0.3% +$8.19K 0.62% 49
2022
Q1 		$3.12M Buy
39,977
+109
+0.3% +$8.39K 0.65% 44
2021
Q4 		$3.31M Sell
39,868
-12
-0% -$985 0.65% 43
2021
Q3 		$3.12M Sell
39,880
-102
-0.3% -$8.17K 0.64% 46
2021
Q2 		$3.17M Buy
39,982
+182
+0.5% +$14.1K 0.66% 46
2021
Q1 		$2.94M Hold
39,800
– – 0.64% 47
2020
Q4 		$2.73M Buy
39,800
+136
+0.3% +$8.66K 0.66% 47
2020
Q3 		$2.28M Sell
39,664
-1,037
-3% -$59K 0.67% 50
2020
Q2 		$2.18M Buy
40,701
+381
+0.9% +$19.1K 0.69% 48
2020
Q1 		$1.74M Hold
40,320
– – 0.66% 49
2019
Q4 		$2.4M Buy
40,320
+69
+0.2% +$3.96K 0.73% 44
2019
Q3 		$2.25M Sell
40,251
-273
-0.7% -$15.3K 0.77% 39
2019
Q2 		$2.26M Buy
40,524
+140
+0.3% +$7.68K 0.8% 40
2019
Q1 		$2.18M Buy
40,384
+139
+0.3% +$7.2K 0.79% 40
2018
Q4 		$1.87M Buy
40,245
+397
+1% +$20K 0.77% 43
2018
Q3 		$2.2M Buy
39,848
+136
+0.3% +$7.45K 0.74% 44
2018
Q2 		$2.11M Hold
39,712
– – 0.74% 46
2018
Q1 		$2.05M Buy
39,712
+1,548
+4% +$81.6K 0.73% 45
2017
Q4 		$1.99M Buy
38,164
+1,808
+5% +$91.8K 0.72% 46
2017
Q3 		$1.79M Buy
36,356
+1,548
+4% +$74.7K 0.67% 50
2017
Q2 		$1.67M Buy
34,808
+1,900
+6% +$90.1K 0.65% 49
2017
Q1 		$1.54M Buy
32,908
+1,560
+5% +$72.3K 0.61% 50
2016
Q4 		$1.4M Buy
31,348
+2,184
+7% +$95.5K 0.58% 50
2016
Q3 		$1.27M Buy
29,164
+2,548
+10% +$110K 0.53% 54
2016
Q2 		$1.12M Buy
26,616
+748
+3% +$30.9K 0.49% 55
2016
Q1 		$1.05M Buy
25,868
+204
+0.8% +$7.76K 0.47% 57
2015
Q4 		$1.03M Buy
25,664
+84
+0.3% +$3.42K 0.47% 60
2015
Q3 		$995K Buy
25,580
+96
+0.4% +$3.98K 0.47% 55
2015
Q2 		$1.08M Buy
25,484
+76
+0.3% +$3.3K 0.49% 51
2015
Q1 		$1.1M Sell
25,408
-1,360
-5% -$57.8K 0.51% 49
2014
Q4 		$1.12M Buy
26,768
+76
+0.3% +$3.09K 0.56% 43
2014
Q3 		$1.06M Buy
26,692
+104
+0.4% +$4.19K 0.56% 45
2014
Q2 		$1.08M Buy
26,588
+92
+0.3% +$3.59K 0.58% 41
2014
Q1 		$1.02M Sell
26,496
-1,840
-6% -$69.8K 0.59% 42
2013
Q4 		$1.06M Buy
28,336
+204
+0.7% +$7.37K 0.65% 37
2013
Q3 		$978K Buy
28,132
+108
+0.4% +$3.69K 0.64% 36
2013
Q2 		$910K Buy
+28,024
New +$908K 0.63% 35

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

Asset Management Group's IWR Position: Q2 2026 in Review

Asset Management Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $77.5K and leaving 38,863 shares worth $4.29M. The position accounts for 0.63% of the portfolio, ranked #49.

Asset Management Group first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Asset Management Group held 38,863 shares of iShares Russell Mid-Cap ETF worth $4.29M as of Q2 2026.
  • Asset Management Group sold 737 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $77.5K.
  • iShares Russell Mid-Cap ETF made up 0.63% of Asset Management Group's portfolio in Q2 2026, its #49 holding.
  • Asset Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Asset Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.