Barrett & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Barrett & Company’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	$108K	Buy	977 +228	+30%	+$24K	0.03%	234
2026 Q1	$72.8K	Hold	749	–	–	0.03%	249
2025 Q4	$72.1K	Hold	749	–	–	0.02%	251
2025 Q3	$72.3K	Hold	749	–	–	0.02%	249
2025 Q2	$68.9K	Hold	749	–	–	0.03%	253
2025 Q1	$63.7K	Hold	749	–	–	0.03%	238
2024 Q4	$66.2K	Hold	749	–	–	0.03%	239
2024 Q3	$66K	Hold	749	–	–	0.03%	235
2024 Q2	$60.7K	Hold	749	–	–	0.03%	245
2024 Q1	$63K	Hold	749	–	–	0.03%	246
2023 Q4	$58.2K	Hold	749	–	–	0.03%	237
2023 Q3	$51.9K	Hold	749	–	–	0.03%	242
2023 Q2	$54.7K	Hold	749	–	–	0.03%	240
2023 Q1	$52.4K	Buy	749 +27	+4%	+$1.91K	0.03%	240
2022 Q4	$48.7K	Hold	722	–	–	0.03%	235
2022 Q3	$48.7K	Buy	+722	New	+$49.7K	0.03%	235

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Barrett & Company's IWR Position: Q2 2026 in Review

Barrett & Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 30% in Q2 2026, buying an estimated $24K and bringing the position to 977 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #234.

Barrett & Company first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Barrett & Company held 977 shares of iShares Russell Mid-Cap ETF worth $108K as of Q2 2026.
Barrett & Company bought 228 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $24K.
iShares Russell Mid-Cap ETF made up 0.03% of Barrett & Company's portfolio in Q2 2026, its #234 holding.
Barrett & Company first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.