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

Bollard 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	$262K	Buy	2,374 +3	+0.1%	+$316	0.01%	157
2026 Q1	$230K	Buy	2,371 +4	+0.2%	+$400	0.01%	170
2025 Q4	$228K	Buy	2,367 +6	+0.3%	+$577	0.01%	173
2025 Q3	$228K	Buy	2,361 +5	+0.2%	+$474	0.01%	156
2025 Q2	$217K	Buy	2,356 +4	+0.2%	+$346	0.01%	177
2025 Q1	$200K	Buy	2,352 +4	+0.2%	+$357	0.01%	162
2024 Q4	$208K	Buy	2,348 +5	+0.2%	+$454	0.01%	157
2024 Q3	$206K	Buy	2,343 +6	+0.3%	+$506	0.01%	172
2024 Q2	$189K	Buy	2,337 +4	+0.2%	+$326	0.01%	171
2024 Q1	$196K	Buy	2,333 +3	+0.1%	+$238	0.01%	167
2023 Q4	$181K	Buy	2,330 +13	+0.6%	+$924	0.01%	164
2023 Q3	$160K	Hold	2,317	–	–	0.01%	164
2023 Q2	$169K	Buy	2,317 +4	+0.2%	+$278	0.01%	171
2023 Q1	$162K	Buy	2,313 +5	+0.2%	+$353	0.01%	173
2022 Q4	$156K	Buy	2,308 +6	+0.3%	+$405	0.01%	169
2022 Q3	$143K	Sell	2,302 -2,196	-49%	-$151K	0.01%	176
2022 Q2	$291K	Buy	4,498 +11	+0.2%	+$783	0.01%	157
2022 Q1	$350K	Buy	4,487 +10	+0.2%	+$770	0.01%	191
2021 Q4	$372K	Buy	4,477 +11	+0.2%	+$903	0.01%	185
2021 Q3	$349K	Buy	4,466 +12	+0.3%	+$961	0.01%	187
2021 Q2	$353K	Buy	4,454 +9	+0.2%	+$698	0.01%	181
2021 Q1	$329K	Buy	4,445 +11	+0.2%	+$795	0.01%	181
2020 Q4	$304K	Sell	4,434 -1,326	-23%	-$84.5K	0.01%	174
2020 Q3	$331K	Buy	5,760 +8	+0.1%	+$455	0.01%	167
2020 Q2	$308K	Buy	5,752 +7	+0.1%	+$351	0.01%	161
2020 Q1	$248K	Buy	5,745 +13	+0.2%	+$715	0.01%	139
2019 Q4	$342K	Buy	5,732 +26	+0.5%	+$1.49K	0.01%	145
2019 Q3	$319K	Buy	5,706 +21	+0.4%	+$1.17K	0.01%	145
2019 Q2	$318K	Buy	5,685 +20	+0.4%	+$1.1K	0.01%	159
2019 Q1	$306K	Buy	5,665 +19	+0.3%	+$984	0.01%	159
2018 Q4	$262K	Buy	5,646 +58	+1%	+$2.93K	0.01%	158
2018 Q3	$308K	Buy	5,588 +24	+0.4%	+$1.31K	0.01%	157
2018 Q2	$295K	Hold	5,564	–	–	0.01%	160
2018 Q1	$287K	Buy	5,564 +16	+0.3%	+$843	0.01%	161
2017 Q4	$289K	Buy	5,548 +24	+0.4%	+$1.22K	0.01%	156
2017 Q3	$272K	Buy	5,524 +48	+0.9%	+$2.32K	0.01%	165
2017 Q2	$263K	Hold	5,476	–	–	0.01%	172
2017 Q1	$256K	Buy	5,476 +16	+0.3%	+$742	0.01%	175
2016 Q4	$244K	Buy	5,460 +32	+0.6%	+$1.4K	0.02%	176
2016 Q3	$237K	Buy	5,428 +3,392	+167%	+$147K	0.02%	175
2016 Q2	$86K	Hold	2,036	–	–	0.01%	200
2016 Q1	$83K	Buy	2,036 +8	+0.4%	+$304	0.01%	200
2015 Q4	$81K	Buy	2,028 +20	+1%	+$815	0.01%	205
2015 Q3	$78K	Buy	2,008 +8	+0.4%	+$331	0.01%	219
2015 Q2	$85K	Hold	2,000	–	–	0.01%	216
2015 Q1	$87K	Buy	2,000 +4	+0.2%	+$170	0.01%	216
2014 Q4	$83K	Sell	1,996 -40,788	-95%	-$1.66M	0.01%	210
2014 Q3	$1.69M	Buy	42,784 +1,984	+5%	+$79.9K	0.16%	104
2014 Q2	$1.66M	Hold	40,800	–	–	0.16%	100
2014 Q1	$1.58M	Buy	40,800 +29,200	+252%	+$1.11M	0.16%	78
2013 Q4	$435K	Buy	+11,600	New	+$419K	0.05%	148

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

Bollard Group's IWR Position: Q2 2026 in Review

Bollard Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.13% in Q2 2026, buying an estimated $316 and bringing the position to 2,374 shares worth $262K. The position accounts for 0.01% of the portfolio, ranked #157.

Bollard Group first reported a position in IWR in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.69M in Q3 2014. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bollard Group held 2,374 shares of iShares Russell Mid-Cap ETF worth $262K as of Q2 2026.
Bollard Group bought 3 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap ETF made up 0.01% of Bollard Group's portfolio in Q2 2026, its #157 holding.
Bollard Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
Bollard Group's iShares Russell Mid-Cap ETF position peaked at $1.69M in Q3 2014.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.