Bank of America’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank of America’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	$7.6B	Buy	68,880,354 +3,004,119	+5%	+$316M	0.49%	35
2026 Q1	$6.41B	Sell	65,876,235 -693,395	-1%	-$69.3M	0.47%	37
2025 Q4	$6.41B	Buy	66,569,630 +4,142,465	+7%	+$398M	0.47%	35
2025 Q3	$6.03B	Buy	62,427,165 +1,612,328	+3%	+$153M	0.41%	42
2025 Q2	$5.59B	Sell	60,814,837 -1,643,548	-3%	-$142M	0.41%	41
2025 Q1	$5.31B	Buy	62,458,385 +828,468	+1%	+$73.9M	0.43%	43
2024 Q4	$5.45B	Buy	61,629,917 +2,351,147	+4%	+$213M	0.46%	42
2024 Q3	$5.22B	Buy	59,278,770 +742,653	+1%	+$62.6M	0.42%	41
2024 Q2	$4.75B	Buy	58,536,117 +17,040	+0%	+$1.39M	0.42%	43
2024 Q1	$4.92B	Sell	58,519,077 -1,065,418	-2%	-$84.4M	0.45%	38
2023 Q4	$4.63B	Buy	59,584,495 +2,092,524	+4%	+$149M	0.47%	39
2023 Q3	$3.98B	Buy	57,491,971 +453,906	+0.8%	+$33.1M	0.44%	46
2023 Q2	$4.17B	Sell	57,038,065 -254,805	-0.4%	-$17.7M	0.44%	43
2023 Q1	$4.01B	Sell	57,292,870 -2,691,404	-4%	-$190M	0.41%	44
2022 Q4	$4.05B	Buy	59,984,274 +72,912	+0.1%	+$4.92M	0.46%	38
2022 Q3	$3.72B	Buy	59,911,362 +945,603	+2%	+$65M	0.45%	38
2022 Q2	$3.81B	Buy	58,965,759 +775,943	+1%	+$55.2M	0.43%	44
2022 Q1	$4.54B	Buy	58,189,816 +363,037	+0.6%	+$27.9M	0.44%	35
2021 Q4	$4.8B	Buy	57,826,779 +3,460,482	+6%	+$284M	0.47%	38
2021 Q3	$4.25B	Buy	54,366,297 +1,226,384	+2%	+$98.2M	0.44%	40
2021 Q2	$4.21B	Buy	53,139,913 +677,456	+1%	+$52.6M	0.44%	40
2021 Q1	$3.88B	Sell	52,462,457 -198,635	-0.4%	-$14.4M	0.44%	40
2020 Q4	$3.61B	Buy	52,661,092 +429,995	+0.8%	+$27.4M	0.47%	41
2020 Q3	$3B	Sell	52,231,097 -288,730	-0.5%	-$16.4M	0.41%	54
2020 Q2	$2.82B	Sell	52,519,827 -164,662	-0.3%	-$8.25M	0.43%	44
2020 Q1	$2.27B	Buy	52,684,489 +2,018,332	+4%	+$111M	0.41%	52
2019 Q4	$3.02B	Buy	50,666,157 +1,103,494	+2%	+$63.4M	0.43%	46
2019 Q3	$2.77B	Buy	49,562,663 +818,188	+2%	+$45.7M	0.41%	48
2019 Q2	$2.72B	Buy	48,744,475 +1,897,498	+4%	+$104M	0.41%	50
2019 Q1	$2.53B	Sell	46,846,977 -2,467,275	-5%	-$128M	0.39%	52
2018 Q4	$2.29B	Buy	49,314,252 +4,892,376	+11%	+$247M	0.4%	52
2018 Q3	$2.45B	Buy	44,421,876 +1,879,444	+4%	+$103M	0.38%	54
2018 Q2	$2.26B	Buy	42,542,432 +1,895,244	+5%	+$99.8M	0.37%	55
2018 Q1	$2.1B	Buy	40,647,188 +948,620	+2%	+$50M	0.36%	63
2017 Q4	$2.07B	Buy	39,698,568 +3,795,180	+11%	+$193M	0.35%	66
2017 Q3	$1.77B	Buy	35,903,388 +2,408,340	+7%	+$116M	0.28%	82
2017 Q2	$1.61B	Buy	33,495,048 +2,202,644	+7%	+$104M	0.32%	70
2017 Q1	$1.46B	Buy	31,292,404 +5,754,408	+23%	+$267M	0.29%	81
2016 Q4	$1.14B	Buy	25,537,996 +1,504,568	+6%	+$65.8M	0.25%	95
2016 Q3	$1.05B	Buy	24,033,428 +434,024	+2%	+$18.8M	0.23%	102
2016 Q2	$992M	Sell	23,599,404 -541,012	-2%	-$22.3M	0.23%	107
2016 Q1	$983M	Sell	24,140,416 -2,902,316	-11%	-$110M	0.24%	101
2015 Q4	$1.08B	Buy	27,042,732 +1,610,376	+6%	+$65.6M	0.26%	94
2015 Q3	$989M	Buy	25,432,356 +972,872	+4%	+$40.3M	0.25%	103
2015 Q2	$1.04B	Buy	24,459,484 +1,344,788	+6%	+$58.5M	0.34%	53
2015 Q1	$1B	Buy	23,114,696 +2,454,652	+12%	+$104M	0.34%	57
2014 Q4	$863M	Buy	20,660,044 +1,899,868	+10%	+$77.1M	0.31%	50
2014 Q3	$743M	Buy	18,760,176 +1,483,520	+9%	+$59.8M	0.24%	83
2014 Q2	$702M	Buy	17,276,656 +1,573,988	+10%	+$61.4M	0.22%	90
2014 Q1	$608M	Buy	15,702,668 +1,199,020	+8%	+$45.5M	0.23%	94
2013 Q4	$544M	Buy	14,503,648 +833,948	+6%	+$30.1M	0.2%	104
2013 Q3	$475M	Buy	13,669,700 +730,624	+6%	+$25M	0.19%	105
2013 Q2	$420M	Buy	+12,939,076	New	+$419M	0.18%	114

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America's IWR Position: Q2 2026 in Review

Bank of America increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2026, buying an estimated $316M and bringing the position to 68,880,354 shares worth $7.6B. The position accounts for 0.49% of the portfolio, ranked #35.

Bank of America first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bank of America held 68,880,354 shares of iShares Russell Mid-Cap ETF worth $7.6B as of Q2 2026.
Bank of America bought 3,004,119 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $316M.
iShares Russell Mid-Cap ETF made up 0.49% of Bank of America's portfolio in Q2 2026, its #35 holding.
Bank of America first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.