Boston Trust Walden’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Boston Trust Walden’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	$2.46M	Buy	22,275 +2,540	+13%	+$267K	0.02%	256
2026 Q1	$1.92M	Buy	19,735 +10	+0.1%	+$999	0.02%	263
2025 Q4	$1.9M	Hold	19,725	–	–	0.01%	255
2025 Q3	$1.9M	Hold	19,725	–	–	0.01%	255
2025 Q2	$1.81M	Hold	19,725	–	–	0.01%	254
2025 Q1	$1.68M	Sell	19,725 -725	-4%	-$64.7K	0.01%	259
2024 Q4	$1.81M	Buy	20,450 +1,125	+6%	+$102K	0.01%	260
2024 Q3	$1.7M	Hold	19,325	–	–	0.01%	260
2024 Q2	$1.57M	Hold	19,325	–	–	0.01%	256
2024 Q1	$1.63M	Hold	19,325	–	–	0.01%	254
2023 Q4	$1.5M	Sell	19,325 -92	-0.5%	-$6.54K	0.01%	258
2023 Q3	$1.34M	Hold	19,417	–	–	0.01%	262
2023 Q2	$1.42M	Hold	19,417	–	–	0.01%	263
2023 Q1	$1.36M	Hold	19,417	–	–	0.01%	264
2022 Q4	$1.31M	Hold	19,417	–	–	0.01%	266
2022 Q3	$1.21M	Hold	19,417	–	–	0.01%	262
2022 Q2	$1.26M	Hold	19,417	–	–	0.01%	264
2022 Q1	$1.51M	Hold	19,417	–	–	0.01%	266
2021 Q4	$1.61M	Hold	19,417	–	–	0.01%	268
2021 Q3	$1.52M	Buy	19,417 +200	+1%	+$16K	0.01%	266
2021 Q2	$1.52M	Hold	19,217	–	–	0.01%	270
2021 Q1	$1.42M	Hold	19,217	–	–	0.01%	268
2020 Q4	$1.32M	Buy	19,217 +292	+2%	+$18.6K	0.01%	271
2020 Q3	$1.09M	Sell	18,925 -194	-1%	-$11K	0.01%	281
2020 Q2	$1.02M	Sell	19,119 -10,529	-36%	-$528K	0.01%	282
2020 Q1	$1.28M	Buy	29,648 +23,069	+351%	+$1.27M	0.02%	268
2019 Q4	$392K	Buy	6,579 +460	+8%	+$26.4K	﹤0.01%	340
2019 Q3	$342K	Sell	6,119 -240	-4%	-$13.4K	﹤0.01%	344
2019 Q2	$355K	Hold	6,359	–	–	﹤0.01%	343
2019 Q1	$343K	Sell	6,359 -1,521	-19%	-$78.8K	﹤0.01%	351
2018 Q4	$366K	Hold	7,880	–	–	0.01%	339
2018 Q3	$434K	Buy	7,880 +120	+2%	+$6.58K	0.01%	340
2018 Q2	$412K	Hold	7,760	–	–	0.01%	342
2018 Q1	$400K	Hold	7,760	–	–	0.01%	346
2017 Q4	$404K	Buy	7,760 +500	+7%	+$25.4K	0.01%	347
2017 Q3	$358K	Buy	7,260 +1,280	+21%	+$61.8K	0.01%	349
2017 Q2	$287K	Buy	+5,980	New	+$284K	﹤0.01%	356

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Boston Trust Walden's IWR Position: Q2 2026 in Review

Boston Trust Walden increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q2 2026, buying an estimated $267K and bringing the position to 22,275 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #256.

Boston Trust Walden first reported a position in IWR in Q2 2017 and has held it in 37 quarters since. 747 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Boston Trust Walden held 22,275 shares of iShares Russell Mid-Cap ETF worth $2.46M as of Q2 2026.
Boston Trust Walden bought 2,540 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $267K.
iShares Russell Mid-Cap ETF made up 0.02% of Boston Trust Walden's portfolio in Q2 2026, its #256 holding.
Boston Trust Walden first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 37 quarters since.
747 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.