Bank of America
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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
2025
Q2 		– Sell
-20,000
Closed -$1.7M – 8535
2025
Q1 		$1.7M Buy
+20,000
New +$1.78M ﹤0.01% 4805

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America's IWR Position: Q1 2026 in Review

Bank of America reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1% in Q1 2026, selling an estimated $69.3M and leaving 65,876,235 shares worth $6.41B. The position accounts for 0.47% of the portfolio, ranked #37.

Bank of America first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.41B in Q4 2025. 1,519 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Bank of America held 65,876,235 shares of iShares Russell Mid-Cap ETF worth $6.41B as of Q1 2026.
  • Bank of America sold 693,395 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $69.3M.
  • iShares Russell Mid-Cap ETF made up 0.47% of Bank of America's portfolio in Q1 2026, its #37 holding.
  • Bank of America first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's iShares Russell Mid-Cap ETF position peaked at $6.41B in Q4 2025.
  • 1,519 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.