Brand Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brand Asset Management 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	$754K	Hold	6,837	–	–	0.17%	91
2026 Q1	$665K	Hold	6,837	–	–	0.17%	83
2025 Q4	$658K	Sell	6,837 -413	-6%	-$39.7K	0.18%	72
2025 Q3	$700K	Buy	7,250 +1	+0%	+$95	0.2%	69
2025 Q2	$667K	Buy	7,249 +1,306	+22%	+$113K	0.25%	44
2025 Q1	$506K	Hold	5,943	–	–	0.21%	50
2024 Q4	$525K	Hold	5,943	–	–	0.21%	49
2024 Q3	$524K	Hold	5,943	–	–	0.21%	51
2024 Q2	$482K	Hold	5,943	–	–	0.2%	51
2024 Q1	$500K	Buy	5,943 +90	+2%	+$7.13K	0.21%	49
2023 Q4	$455K	Hold	5,853	–	–	0.21%	50
2023 Q3	$405K	Hold	5,853	–	–	0.21%	50
2023 Q2	$427K	Buy	5,853 +301	+5%	+$20.9K	0.2%	52
2023 Q1	$388K	Hold	5,552	–	–	0.2%	55
2022 Q4	$375K	Hold	5,552	–	–	0.19%	55
2022 Q3	$345K	Hold	5,552	–	–	0.19%	56
2022 Q2	$359K	Sell	5,552 -230	-4%	-$16.4K	0.18%	60
2022 Q1	$451K	Buy	5,782 +398	+7%	+$30.6K	0.2%	57
2021 Q4	$447K	Hold	5,384	–	–	0.2%	54
2021 Q3	$421K	Hold	5,384	–	–	0.2%	51
2021 Q2	$427K	Hold	5,384	–	–	0.21%	51
2021 Q1	$398K	Hold	5,384	–	–	0.2%	53
2020 Q4	$369K	Hold	5,384	–	–	0.21%	52
2020 Q3	$309K	Hold	5,384	–	–	0.19%	55
2020 Q2	$289K	Hold	5,384	–	–	0.18%	55
2020 Q1	$232K	Hold	5,384	–	–	0.17%	58
2019 Q4	$321K	Hold	5,384	–	–	0.2%	53
2019 Q3	$301K	Hold	5,384	–	–	0.2%	52
2019 Q2	$301K	Hold	5,384	–	–	0.2%	52
2019 Q1	$290K	Hold	5,384	–	–	0.2%	52
2018 Q4	$250K	Hold	5,384	–	–	0.2%	53
2018 Q3	$297K	Hold	5,384	–	–	0.22%	52
2018 Q2	$286K	Buy	+5,384	New	+$283K	0.22%	51

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

Brand Asset Management Group's IWR Position: Q2 2026 in Review

Brand Asset Management Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,837 shares worth $754K. The position accounts for 0.17% of the portfolio, ranked #91.

Brand Asset Management Group first reported a position in IWR in Q2 2018 and has held it in 33 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Brand Asset Management Group held 6,837 shares of iShares Russell Mid-Cap ETF worth $754K as of Q2 2026.
Brand Asset Management Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.17% of Brand Asset Management Group's portfolio in Q2 2026, its #91 holding.
Brand Asset Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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