Badgley Phelps Wealth Managers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Badgley Phelps Wealth Managers’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 Q3	$55.5M	Buy	519,727 +566	+0.1%	+$62.6K	0.96%	29
2026 Q2	$57.3M	Sell	519,161 -170,515	-25%	-$17.9M	1%	29
2026 Q1	$67.1M	Buy	689,676 +5,415	+0.8%	+$541K	1.34%	20
2025 Q4	$65.9M	Buy	684,261 +22,971	+3%	+$2.21M	1.21%	21
2025 Q3	$63.8M	Buy	661,290 +7,022	+1%	+$666K	1.34%	21
2025 Q2	$60.2M	Buy	654,268 +19,198	+3%	+$1.66M	1.33%	18
2025 Q1	$54M	Buy	635,070 +14,958	+2%	+$1.33M	1.3%	19
2024 Q4	$54.8M	Buy	620,112 +5,115	+0.8%	+$464K	1.28%	23
2024 Q3	$54.2M	Buy	614,997 +6,216	+1%	+$524K	1.26%	20
2024 Q2	$49.4M	Buy	608,781 +10,986	+2%	+$894K	1.22%	22
2024 Q1	$50.3M	Buy	597,795 +11,764	+2%	+$932K	1.26%	20
2023 Q4	$45.6M	Buy	586,031 +60,258	+11%	+$4.28M	1.24%	21
2023 Q3	$36.4M	Buy	525,773 +39,646	+8%	+$2.89M	1.24%	20
2023 Q2	$35.5M	Buy	486,127 +11,159	+2%	+$776K	1.17%	21
2023 Q1	$33.2M	Buy	474,968 +26,909	+6%	+$1.9M	1.22%	20
2022 Q4	$30.2M	Buy	448,059 +20,608	+5%	+$1.39M	1.21%	25
2022 Q3	$26.6M	Buy	427,451 +106,338	+33%	+$7.31M	1.14%	23
2022 Q2	$20.8M	Buy	321,113 +4,924	+2%	+$351K	0.85%	37
2022 Q1	$24.7M	Buy	316,189 +16,650	+6%	+$1.28M	0.86%	36
2021 Q4	$24.9M	Buy	299,539 +41,499	+16%	+$3.41M	0.81%	42
2021 Q3	$20.2M	Buy	+258,040	New	+$20.7M	0.73%	46

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Badgley Phelps Wealth Managers's IWR Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.11% in Q3 2026, buying an estimated $62.6K and bringing the position to 519,727 shares worth $55.5M. The position accounts for 0.96% of the portfolio, ranked #29.

Badgley Phelps Wealth Managers first reported a position in IWR in Q3 2021 and has held it in 21 quarters since. The position peaked at $67.1M in Q1 2026. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Badgley Phelps Wealth Managers held 519,727 shares of iShares Russell Mid-Cap ETF worth $55.5M as of Q3 2026.
Badgley Phelps Wealth Managers bought 566 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $62.6K.
iShares Russell Mid-Cap ETF made up 0.96% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #29 holding.
Badgley Phelps Wealth Managers first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
Badgley Phelps Wealth Managers's iShares Russell Mid-Cap ETF position peaked at $67.1M in Q1 2026.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.