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Bradley Foster & Sargent’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bradley Foster & Sargent’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 		$18M Buy
162,746
+425
+0.3% +$44.7K 0.25% 87
2026
Q1 		$15.8M Sell
162,321
-1,014
-0.6% -$101K 0.25% 86
2025
Q4 		$15.7M Sell
163,335
-3,423
-2% -$329K 0.23% 84
2025
Q3 		$16.1M Buy
166,758
+463
+0.3% +$43.9K 0.24% 86
2025
Q2 		$15.3M Buy
166,295
+14,240
+9% +$1.23M 0.24% 87
2025
Q1 		$12.9M Sell
152,055
-1,140
-0.7% -$102K 0.22% 91
2024
Q4 		$13.5M Sell
153,195
-1,899
-1% -$172K 0.23% 92
2024
Q3 		$13.7M Sell
155,094
-578
-0.4% -$48.7K 0.23% 90
2024
Q2 		$12.6M Sell
155,672
-3,645
-2% -$297K 0.23% 88
2024
Q1 		$13.4M Sell
159,317
-1,829
-1% -$145K 0.24% 88
2023
Q4 		$12.5M Sell
161,146
-6,111
-4% -$434K 0.24% 87
2023
Q3 		$12.2M Hold
167,257
– – 0.26% 81
2023
Q2 		$12.2M Sell
167,257
-5,471
-3% -$381K 0.26% 81
2023
Q1 		$12.1M Sell
172,728
-2,315
-1% -$163K 0.29% 77
2022
Q4 		$11.8M Buy
175,043
+2,538
+1% +$171K 0.3% 74
2022
Q3 		$10.7M Buy
172,505
+3,497
+2% +$241K 0.3% 69
2022
Q2 		$10.9M Buy
169,008
+2,790
+2% +$199K 0.28% 70
2022
Q1 		$13M Buy
166,218
+84,950
+105% +$6.54M 0.28% 70
2021
Q4 		$6.75M Buy
+81,268
New +$6.67M 0.14% 112
2020
Q1 		– Sell
-3,520
Closed -$210K – 341
2019
Q4 		$210K Buy
+3,520
New +$202K 0.01% 347
2018
Q4 		– Sell
-4,076
Closed -$225K – 354
2018
Q3 		$225K Hold
4,076
– – 0.01% 349
2018
Q2 		$216K Buy
+4,076
New +$215K 0.01% 348
2017
Q4 		– Sell
-4,252
Closed -$210K – 352
2017
Q3 		$210K Buy
+4,252
New +$205K 0.01% 346
2015
Q3 		– Sell
-6,608
Closed -$281K – 339
2015
Q2 		$281K Sell
6,608
-940
-12% -$40.9K 0.01% 308
2015
Q1 		$327K Buy
7,548
+940
+14% +$40K 0.01% 296
2014
Q4 		$276K Buy
6,608
+1,092
+20% +$44.3K 0.01% 297
2014
Q3 		$218K Buy
+5,516
New +$222K 0.01% 333

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

Bradley Foster & Sargent's IWR Position: Q2 2026 in Review

Bradley Foster & Sargent increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q2 2026, buying an estimated $44.7K and bringing the position to 162,746 shares worth $18M. The position accounts for 0.25% of the portfolio, ranked #87.

Bradley Foster & Sargent first reported a position in IWR in Q3 2014 and has held it in 27 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bradley Foster & Sargent held 162,746 shares of iShares Russell Mid-Cap ETF worth $18M as of Q2 2026.
  • Bradley Foster & Sargent bought 425 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $44.7K.
  • iShares Russell Mid-Cap ETF made up 0.25% of Bradley Foster & Sargent's portfolio in Q2 2026, its #87 holding.
  • Bradley Foster & Sargent first reported a position in iShares Russell Mid-Cap ETF in Q3 2014 and has held it in 27 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.