Bellevue Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bellevue Asset Management’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	$258K	Sell	2,339 -97	-4%	-$10.2K	0.12%	71
2026 Q1	$237K	Buy	2,436 +30	+1%	+$3K	0.12%	71
2025 Q4	$232K	Sell	2,406 -90	-4%	-$8.65K	0.07%	70
2025 Q3	$241K	Buy	2,496 +30	+1%	+$2.84K	0.11%	69
2025 Q2	$227K	Buy	2,466 +82	+3%	+$7.08K	0.11%	69
2025 Q1	$203K	Buy	2,384 +430	+22%	+$38.4K	0.11%	69
2024 Q4	$173K	Buy	1,954 +449	+30%	+$40.8K	0.09%	74
2024 Q3	$133K	Buy	1,505 +88	+6%	+$7.41K	0.07%	85
2024 Q2	$115K	Buy	1,417 +276	+24%	+$22.5K	0.06%	89
2024 Q1	$96K	Buy	1,141 +671	+143%	+$53.2K	0.05%	97
2023 Q4	$36.6K	Buy	470 +190	+68%	+$13.5K	0.03%	173
2023 Q3	$19.4K	Hold	280	–	–	0.01%	222
2023 Q2	$20.4K	Hold	280	–	–	0.01%	226
2023 Q1	$19.6K	Hold	280	–	–	0.01%	226
2022 Q4	$18.7K	Hold	280	–	–	0.01%	233
2022 Q3	$18K	Hold	280	–	–	0.01%	246
2022 Q2	$18K	Hold	280	–	–	0.01%	250
2022 Q1	$22K	Hold	280	–	–	0.01%	261
2021 Q4	$23K	Hold	280	–	–	0.01%	266
2021 Q3	$22K	Sell	280 -585	-68%	-$46.9K	0.01%	274
2021 Q2	$69K	Buy	865 +315	+57%	+$24.4K	0.04%	152
2021 Q1	$41K	Buy	550 +270	+96%	+$19.5K	0.03%	200
2020 Q4	$20K	Hold	280	–	–	0.01%	283
2020 Q3	$16K	Hold	280	–	–	0.01%	285
2020 Q2	$15K	Hold	280	–	–	0.02%	292
2020 Q1	$14K	Hold	280	–	–	0.01%	303
2019 Q4	$17K	Buy	+280	New	+$16.1K	0.01%	265

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

Bellevue Asset Management's IWR Position: Q2 2026 in Review

Bellevue Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4% in Q2 2026, selling an estimated $10.2K and leaving 2,339 shares worth $258K. The position accounts for 0.12% of the portfolio, ranked #71.

Bellevue Asset Management first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bellevue Asset Management held 2,339 shares of iShares Russell Mid-Cap ETF worth $258K as of Q2 2026.
Bellevue Asset Management sold 97 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
iShares Russell Mid-Cap ETF made up 0.12% of Bellevue Asset Management's portfolio in Q2 2026, its #71 holding.
Bellevue Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.