Blankinship & Foster’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Blankinship & Foster’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	$208K	Buy	+1,883	New	+$198K	0.04%	77
2022 Q3	–	Sell	-3,385	Closed	-$219K	–	53
2022 Q2	$219K	Sell	3,385 -73	-2%	-$5.2K	0.1%	52
2022 Q1	$270K	Buy	3,458 +39	+1%	+$3K	0.11%	46
2021 Q4	$284K	Buy	3,419 +22	+0.6%	+$1.81K	0.11%	47
2021 Q3	$266K	Hold	3,397	–	–	0.11%	47
2021 Q2	$269K	Buy	3,397 +14	+0.4%	+$1.09K	0.11%	48
2021 Q1	$250K	Hold	3,383	–	–	0.1%	50
2020 Q4	$232K	Buy	+3,383	New	+$215K	0.1%	47
2020 Q1	–	Sell	-3,925	Closed	-$234K	–	51
2019 Q4	$234K	Buy	3,925 +29	+0.7%	+$1.67K	0.13%	39
2019 Q3	$218K	Sell	3,896 -213	-5%	-$11.9K	0.13%	40
2019 Q2	$230K	Buy	4,109 +13	+0.3%	+$713	0.14%	40
2019 Q1	$221K	Buy	+4,096	New	+$212K	0.14%	43
2018 Q4	–	Sell	-4,044	Closed	-$223K	–	49
2018 Q3	$223K	Buy	4,044 +16	+0.4%	+$877	0.14%	35
2018 Q2	$214K	Hold	4,028	–	–	0.14%	31
2018 Q1	$208K	Buy	4,028 +12	+0.3%	+$632	0.14%	34
2017 Q4	$209K	Buy	+4,016	New	+$204K	0.13%	35

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

Blankinship & Foster's IWR Position: Q2 2026 in Review

Blankinship & Foster opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,883 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings. This is a return to the name: Blankinship & Foster previously reported a position in IWR as recently as Q2 2022.

Blankinship & Foster first reported a position in IWR in Q4 2017 and has held it in 16 quarters since. The position peaked at $284K in Q4 2021. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Blankinship & Foster held 1,883 shares of iShares Russell Mid-Cap ETF worth $208K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Blankinship & Foster position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Blankinship & Foster's portfolio in Q2 2026, its #77 holding.
Blankinship & Foster first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 16 quarters since.
Blankinship & Foster's iShares Russell Mid-Cap ETF position peaked at $284K in Q4 2021.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Blankinship & Foster's 13F filing for Q2 2026, filed 31 Jul 2026.