Brasada Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brasada Capital Management’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	$911K	Buy	8,261 +351	+4%	+$36.9K	0.16%	93
2026 Q1	$781K	Sell	7,910 -37	-0.5%	-$3.7K	0.14%	96
2025 Q4	$773K	Sell	7,947 -2,472	-24%	-$238K	0.13%	102
2025 Q3	$1.01M	Sell	10,419 -92	-0.9%	-$8.72K	0.17%	91
2025 Q2	$985K	Sell	10,511 -637	-6%	-$55K	0.17%	92
2025 Q1	$835K	Sell	11,148 -242	-2%	-$21.6K	0.17%	87
2024 Q4	$1.01M	Buy	11,390 +1,728	+18%	+$157K	0.18%	87
2024 Q3	$846K	Sell	9,662 -530	-5%	-$44.7K	0.15%	99
2024 Q2	$842K	Buy	10,192 +166	+2%	+$13.5K	0.15%	98
2024 Q1	$843K	Buy	10,026 +4,835	+93%	+$383K	0.15%	102
2023 Q4	$403K	Buy	+5,191	New	+$369K	0.08%	125

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

Brasada Capital Management's IWR Position: Q2 2026 in Review

Brasada Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, buying an estimated $36.9K and bringing the position to 8,261 shares worth $911K. The position accounts for 0.16% of the portfolio, ranked #93.

Brasada Capital Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.01M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Brasada Capital Management held 8,261 shares of iShares Russell Mid-Cap ETF worth $911K as of Q2 2026.
Brasada Capital Management bought 351 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $36.9K.
iShares Russell Mid-Cap ETF made up 0.16% of Brasada Capital Management's portfolio in Q2 2026, its #93 holding.
Brasada Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Brasada Capital Management's iShares Russell Mid-Cap ETF position peaked at $1.01M in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Brasada Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.