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Bleakley Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bleakley Financial Group’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 		$8.82M Buy
79,992
+2,046
+3% +$215K 0.11% 138
2026
Q1 		$7.58M Sell
77,946
-81
-0.1% -$8.09K 0.12% 145
2025
Q4 		$7.51M Buy
78,027
+2,548
+3% +$245K 0.13% 132
2025
Q3 		$7.29M Sell
75,479
-3,209
-4% -$304K 0.17% 110
2025
Q2 		$7.24M Buy
78,688
+2,823
+4% +$244K 0.18% 102
2025
Q1 		$6.45M Sell
75,865
-1,713
-2% -$153K 0.21% 95
2024
Q4 		$6.86M Sell
77,578
-2,563
-3% -$233K 0.21% 81
2024
Q3 		$7.06M Sell
80,141
-3,970
-5% -$334K 0.22% 76
2024
Q2 		$6.82M Buy
84,111
+12,991
+18% +$1.06M 0.2% 96
2024
Q1 		$5.98M Buy
71,120
+819
+1% +$64.9K 0.17% 115
2023
Q4 		$5.46M Sell
70,301
-2,817
-4% -$200K 0.17% 112
2023
Q3 		$5.06M Sell
73,118
-13,510
-16% -$986K 0.18% 111
2023
Q2 		$6.33M Sell
86,628
-513
-0.6% -$35.7K 0.2% 92
2023
Q1 		$6.09M Sell
87,141
-971
-1% -$68.6K 0.2% 93
2022
Q4 		$5.94M Buy
+88,112
New +$5.94M 0.21% 98

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

Bleakley Financial Group's IWR Position: Q2 2026 in Review

Bleakley Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.6% in Q2 2026, buying an estimated $215K and bringing the position to 79,992 shares worth $8.82M. The position accounts for 0.11% of the portfolio, ranked #138.

Bleakley Financial Group first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,590 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bleakley Financial Group held 79,992 shares of iShares Russell Mid-Cap ETF worth $8.82M as of Q2 2026.
  • Bleakley Financial Group bought 2,046 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $215K.
  • iShares Russell Mid-Cap ETF made up 0.11% of Bleakley Financial Group's portfolio in Q2 2026, its #138 holding.
  • Bleakley Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.