Boston Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boston Family Office’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 Q1	$1.62M	Sell	16,623 -106	-0.6%	-$10.6K	0.11%	139
2025 Q4	$1.61M	Buy	16,729 +159	+1%	+$15.3K	0.1%	136
2025 Q3	$1.6M	Hold	16,570	–	–	0.1%	139
2025 Q2	$1.52M	Hold	16,570	–	–	0.1%	136
2025 Q1	$1.41M	Sell	16,570 -6,201	-27%	-$553K	0.1%	138
2024 Q4	$2.01M	Hold	22,771	–	–	0.14%	112
2024 Q3	$2.01M	Hold	22,771	–	–	0.14%	113
2024 Q2	$1.85M	Hold	22,771	–	–	0.13%	114
2024 Q1	$1.92M	Sell	22,771 -1,067	-4%	-$84.5K	0.14%	112
2023 Q4	$1.85M	Sell	23,838 -6,501	-21%	-$462K	0.14%	119
2023 Q3	$2.1M	Sell	30,339 -4,000	-12%	-$292K	0.17%	106
2023 Q2	$2.51M	Sell	34,339 -2,000	-6%	-$139K	0.19%	96
2023 Q1	$2.54M	Hold	36,339	–	–	0.2%	94
2022 Q4	$2.45M	Sell	36,339 -57	-0.2%	-$3.84K	0.2%	91
2022 Q3	$2.26M	Hold	36,396	–	–	0.2%	93
2022 Q2	$2.35M	Buy	36,396 +15,724	+76%	+$1.12M	0.2%	99
2022 Q1	$1.61M	Hold	20,672	–	–	0.11%	125
2021 Q4	$1.72M	Sell	20,672 -56	-0.3%	-$4.6K	0.11%	128
2021 Q3	$1.62M	Hold	20,728	–	–	0.12%	128
2021 Q2	$1.64M	Hold	20,728	–	–	0.12%	134
2021 Q1	$1.53M	Hold	20,728	–	–	0.12%	135
2020 Q4	$1.42M	Sell	20,728 -104	-0.5%	-$6.63K	0.11%	137
2020 Q3	$1.2M	Hold	20,832	–	–	0.11%	131
2020 Q2	$1.12M	Buy	20,832 +6,940	+50%	+$348K	0.11%	133
2020 Q1	$600K	Hold	13,892	–	–	0.07%	160
2019 Q4	$828K	Hold	13,892	–	–	0.08%	156
2019 Q3	$777K	Hold	13,892	–	–	0.08%	158
2019 Q2	$776K	Hold	13,892	–	–	0.08%	160
2019 Q1	$749K	Hold	13,892	–	–	0.08%	159
2018 Q4	$646K	Hold	13,892	–	–	0.08%	163
2018 Q3	$766K	Hold	13,892	–	–	0.08%	164
2018 Q2	$737K	Hold	13,892	–	–	0.08%	167
2018 Q1	$717K	Hold	13,892	–	–	0.08%	170
2017 Q4	$723K	Hold	13,892	–	–	0.08%	171
2017 Q3	$685K	Hold	13,892	–	–	0.08%	173
2017 Q2	$667K	Hold	13,892	–	–	0.08%	173
2017 Q1	$650K	Hold	13,892	–	–	0.08%	173
2016 Q4	$621K	Buy	13,892 +368	+3%	+$16.1K	0.08%	177
2016 Q3	$589K	Hold	13,524	–	–	0.08%	176
2016 Q2	$569K	Hold	13,524	–	–	0.07%	174
2016 Q1	$551K	Hold	13,524	–	–	0.07%	174
2015 Q4	$542K	Sell	13,524 -968	-7%	-$39.5K	0.07%	170
2015 Q3	$564K	Hold	14,492	–	–	0.08%	174
2015 Q2	$617K	Hold	14,492	–	–	0.08%	183
2015 Q1	$627K	Buy	14,492 +4,316	+42%	+$183K	0.08%	181
2014 Q4	$425K	Hold	10,176	–	–	0.05%	205
2014 Q3	$403K	Hold	10,176	–	–	0.05%	210
2014 Q2	$414K	Hold	10,176	–	–	0.05%	214
2014 Q1	$394K	Hold	10,176	–	–	0.05%	214
2013 Q4	$382K	Hold	10,176	–	–	0.05%	209
2013 Q3	$354K	Hold	10,176	–	–	0.05%	214
2013 Q2	$330K	Buy	+10,176	New	+$330K	0.05%	210

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Boston Family Office's IWR Position: Q1 2026 in Review

Boston Family Office reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.63% in Q1 2026, selling an estimated $10.6K and leaving 16,623 shares worth $1.62M. The position accounts for 0.11% of the portfolio, ranked #139.

Boston Family Office first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.54M in Q1 2023. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Boston Family Office held 16,623 shares of iShares Russell Mid-Cap ETF worth $1.62M as of Q1 2026.
Boston Family Office sold 106 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $10.6K.
iShares Russell Mid-Cap ETF made up 0.11% of Boston Family Office's portfolio in Q1 2026, its #139 holding.
Boston Family Office first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Boston Family Office's iShares Russell Mid-Cap ETF position peaked at $2.54M in Q1 2023.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Boston Family Office's 13F filing for Q1 2026, filed 13 May 2026.