Birch Hill Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Birch Hill Investment Advisors’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	$1.18M	Hold	10,706	–	–	0.05%	108
2026 Q1	$1.04M	Hold	10,706	–	–	0.05%	108
2025 Q4	$1.03M	Hold	10,706	–	–	0.04%	111
2025 Q3	$1.03M	Sell	10,706 -100	-0.9%	-$9.48K	0.04%	110
2025 Q2	$994K	Sell	10,806 -20	-0.2%	-$1.73K	0.04%	114
2025 Q1	$921K	Sell	10,826 -50	-0.5%	-$4.46K	0.04%	113
2024 Q4	$961K	Sell	10,876 -3,172	-23%	-$288K	0.04%	110
2024 Q3	$1.24M	Hold	14,048	–	–	0.06%	99
2024 Q2	$1.14M	Hold	14,048	–	–	0.06%	99
2024 Q1	$1.18M	Buy	14,048 +3,092	+28%	+$245K	0.06%	101
2023 Q4	$852K	Buy	10,956 +150	+1%	+$10.7K	0.05%	103
2023 Q3	$748K	Hold	10,806	–	–	0.04%	106
2023 Q2	$789K	Buy	10,806 +880	+9%	+$61.2K	0.05%	104
2023 Q1	$694K	Sell	9,926 -1,020	-9%	-$72K	0.04%	108
2022 Q4	$738K	Hold	10,946	–	–	0.05%	102
2022 Q3	$680K	Hold	10,946	–	–	0.05%	102
2022 Q2	$708K	Hold	10,946	–	–	0.04%	103
2022 Q1	$854K	Hold	10,946	–	–	0.05%	105
2021 Q4	$909K	Hold	10,946	–	–	0.05%	103
2021 Q3	$856K	Buy	10,946 +7,866	+255%	+$630K	0.05%	104
2021 Q2	$244K	Hold	3,080	–	–	0.01%	148
2021 Q1	$228K	Hold	3,080	–	–	0.01%	148
2020 Q4	$211K	Buy	+3,080	New	+$196K	0.01%	147
2019 Q4	–	Sell	-3,732	Closed	-$209K	–	150
2019 Q3	$209K	Buy	3,732 +112	+3%	+$6.26K	0.02%	140
2019 Q2	$202K	Sell	3,620 -380	-10%	-$20.8K	0.01%	139
2019 Q1	$216K	Buy	+4,000	New	+$207K	0.02%	136
2018 Q4	–	Sell	-4,000	Closed	-$220K	–	142
2018 Q3	$220K	Hold	4,000	–	–	0.02%	148
2018 Q2	$212K	Buy	4,000 +60	+2%	+$3.16K	0.02%	137
2018 Q1	$203K	Hold	3,940	–	–	0.02%	139
2017 Q4	$205K	Buy	+3,940	New	+$200K	0.02%	131

Other funds holding IWR

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Birch Hill Investment Advisors's IWR Position: Q2 2026 in Review

Birch Hill Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,706 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #108.

Birch Hill Investment Advisors first reported a position in IWR in Q4 2017 and has held it in 30 quarters since. The position peaked at $1.24M in Q3 2024. 1,015 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Birch Hill Investment Advisors held 10,706 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q2 2026.
Birch Hill Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #108 holding.
Birch Hill Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 30 quarters since.
Birch Hill Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $1.24M in Q3 2024.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.