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 Q4	–	Sell	-3,300	Closed	-$319K	–	7863
2025 Q3	$319K	Buy	3,300 +1,600	+94%	+$152K	﹤0.01%	6048
2025 Q2	$156K	Sell	1,700 -3,600	-68%	-$311K	﹤0.01%	6297
2025 Q1	$451K	Buy	5,300 +4,600	+657%	+$410K	﹤0.01%	5713
2024 Q4	$61.9K	Sell	700 -2,600	-79%	-$236K	﹤0.01%	6566
2024 Q3	$291K	Buy	3,300 +2,700	+450%	+$227K	﹤0.01%	5827
2024 Q2	$48.6K	Sell	600 -3,700	-86%	-$301K	﹤0.01%	6522
2024 Q1	$362K	Buy	+4,300	New	+$341K	﹤0.01%	5543
2023 Q4	–	Sell	-1,900	Closed	-$132K	–	8109
2023 Q3	$132K	Buy	+1,900	New	+$139K	﹤0.01%	6121
2023 Q1	–	Sell	-7,200	Closed	-$486K	–	8035
2022 Q4	$486K	Buy	+7,200	New	+$485K	﹤0.01%	5405
2020 Q2	–	Sell	-5,300	Closed	-$229K	–	6961
2020 Q1	$229K	Sell	5,300 -200	-4%	-$11K	﹤0.01%	5008
2019 Q4	$328K	Buy	+5,500	New	+$316K	﹤0.01%	5313
2019 Q3	–	Sell	-7,200	Closed	-$402K	–	7360
2019 Q2	$402K	Buy	7,200 +3,200	+80%	+$176K	﹤0.01%	5206
2019 Q1	$216K	Buy	+4,000	New	+$207K	﹤0.01%	5492

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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.