Blue Oak Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Blue Oak Capital’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
2025 Q2	$917K	Hold	9,974	–	–	0.48%	36
2025 Q1	$848K	Hold	9,974	–	–	0.47%	38
2024 Q4	$882K	Buy	+9,974	New	+$905K	0.54%	31

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Blue Oak Capital's IWR Position: Q2 2025 in Review

Blue Oak Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2025 at 9,974 shares worth $917K. The position accounts for 0.48% of the portfolio, ranked #36.

Blue Oak Capital first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Blue Oak Capital held 9,974 shares of iShares Russell Mid-Cap ETF worth $917K as of Q2 2025.
Blue Oak Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.48% of Blue Oak Capital's portfolio in Q2 2025, its #36 holding.
Blue Oak Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.