BBR Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BBR Partners’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	$1.74M	Buy	+15,802	New	+$1.66M	0.08%	94
2022 Q1	–	Sell	-3,175	Closed	-$264K	–	261
2021 Q4	$264K	Buy	+3,175	New	+$261K	0.03%	170
2021 Q3	–	Sell	-4,056	Closed	-$321K	–	226
2021 Q2	$321K	Sell	4,056 -13,791	-77%	-$1.07M	0.03%	148
2021 Q1	$1.32M	Buy	+17,847	New	+$1.29M	0.11%	77
2019 Q1	–	Sell	-48,158	Closed	-$2.24M	–	141
2018 Q4	$2.24M	Buy	+48,158	New	+$2.43M	0.29%	46

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

BBR Partners's IWR Position: Q2 2026 in Review

BBR Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 15,802 shares worth $1.74M. The stake represents 0.08% of the portfolio and ranks #94 among its holdings. This is a return to the name: BBR Partners previously reported a position in IWR as recently as Q4 2021.

BBR Partners first reported a position in IWR in Q4 2018 and has held it in 5 quarters since. The position peaked at $2.24M in Q4 2018. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BBR Partners held 15,802 shares of iShares Russell Mid-Cap ETF worth $1.74M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new BBR Partners position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of BBR Partners's portfolio in Q2 2026, its #94 holding.
BBR Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 5 quarters since.
BBR Partners's iShares Russell Mid-Cap ETF position peaked at $2.24M in Q4 2018.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BBR Partners's 13F filing for Q2 2026, filed 11 Aug 2026.