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Beck Bode LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beck Bode LLC’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 		$535K Sell
4,849
-115
-2% -$12.1K 0.08% 63
2026
Q1 		$483K Buy
4,964
+13
+0.3% +$1.3K 0.08% 61
2025
Q4 		$477K Sell
4,951
-358
-7% -$34.4K 0.08% 64
2025
Q3 		$513K Sell
5,309
-2,901
-35% -$275K 0.08% 62
2025
Q2 		$755K Sell
8,210
-726
-8% -$62.7K 0.13% 63
2025
Q1 		$760K Sell
8,936
-2,073
-19% -$185K 0.14% 68
2024
Q4 		$973K Sell
11,009
-4,309
-28% -$391K 0.18% 66
2024
Q3 		$1.35M Sell
15,318
-3,221
-17% -$271K 0.25% 62
2024
Q2 		$1.5M Sell
18,539
-1,606
-8% -$131K 0.3% 58
2024
Q1 		$1.69M Sell
20,145
-6,373
-24% -$505K 0.35% 68
2023
Q4 		$2.06M Sell
26,518
-2,538
-9% -$180K 0.46% 63
2023
Q3 		$2.01M Sell
29,056
-2,420
-8% -$177K 0.51% 63
2023
Q2 		$2.3M Sell
31,476
-1,473
-4% -$102K 0.56% 58
2023
Q1 		$2.3M Buy
32,949
+1,910
+6% +$135K 0.57% 60
2022
Q4 		$2.09M Buy
+31,039
New +$2.09M 0.47% 64

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Beck Bode LLC's IWR Position: Q2 2026 in Review

Beck Bode LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, selling an estimated $12.1K and leaving 4,849 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #63.

Beck Bode LLC first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.3M in Q1 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Beck Bode LLC held 4,849 shares of iShares Russell Mid-Cap ETF worth $535K as of Q2 2026.
  • Beck Bode LLC sold 115 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Beck Bode LLC's portfolio in Q2 2026, its #63 holding.
  • Beck Bode LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Beck Bode LLC's iShares Russell Mid-Cap ETF position peaked at $2.3M in Q1 2023.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Beck Bode LLC's 13F filing for Q2 2026, filed 13 Aug 2026.