Benjamin Edwards Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Benjamin Edwards Inc’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	$1.08M	Sell	9,756 -642	-6%	-$67.5K	0.01%	773
2026 Q1	$1.01M	Sell	10,398 -596	-5%	-$59.5K	0.01%	758
2025 Q4	$1.06M	Sell	10,994 -1,796	-14%	-$173K	0.01%	695
2025 Q3	$1.23M	Buy	12,790 +1,534	+14%	+$145K	0.01%	622
2025 Q2	$1.04M	Sell	11,256 -2,541	-18%	-$220K	0.01%	619
2025 Q1	$1.17M	Buy	13,797 +1,409	+11%	+$126K	0.02%	536
2024 Q4	$1.1M	Sell	12,388 -25	-0.2%	-$2.27K	0.02%	581
2024 Q3	$1.09M	Buy	+12,413	New	+$1.05M	0.02%	573
2024 Q2	–	Sell	-55	Closed	-$5K	–	750
2024 Q1	$5K	Sell	55 -74	-57%	-$5.86K	﹤0.01%	672
2023 Q4	$10K	Hold	129	–	–	﹤0.01%	584
2023 Q3	$9K	Hold	129	–	–	﹤0.01%	582
2023 Q2	$9K	Sell	129 -34	-21%	-$2.37K	﹤0.01%	580
2023 Q1	$11K	Buy	163 +14	+9%	+$989	﹤0.01%	570
2022 Q4	$10K	Hold	149	–	–	﹤0.01%	582
2022 Q3	$9K	Sell	149 -39	-21%	-$2.68K	﹤0.01%	569
2022 Q2	$12K	Buy	188 +19	+11%	+$1.35K	﹤0.01%	571
2022 Q1	$13K	Hold	169	–	–	﹤0.01%	591
2021 Q4	$14K	Buy	+169	New	+$13.9K	﹤0.01%	554

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

Benjamin Edwards Inc's IWR Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.2% in Q2 2026, selling an estimated $67.5K and leaving 9,756 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #773.

Benjamin Edwards Inc first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.23M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Benjamin Edwards Inc held 9,756 shares of iShares Russell Mid-Cap ETF worth $1.08M as of Q2 2026.
Benjamin Edwards Inc sold 642 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $67.5K.
iShares Russell Mid-Cap ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #773 holding.
Benjamin Edwards Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Benjamin Edwards Inc's iShares Russell Mid-Cap ETF position peaked at $1.23M in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.