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BridgePort Financial Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BridgePort Financial Solutions’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 		$273K Sell
2,811
-458
-14% -$45.8K 0.08% 190
2025
Q4 		$315K Buy
3,269
+741
+29% +$71.2K 0.08% 179
2025
Q3 		$244K Sell
2,528
-3
-0.1% -$284 0.07% 206
2025
Q2 		$233K Buy
+2,531
New +$219K 0.08% 172

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BridgePort Financial Solutions's IWR Position: Q1 2026 in Review

BridgePort Financial Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q1 2026, selling an estimated $45.8K and leaving 2,811 shares worth $273K. The position accounts for 0.08% of the portfolio, ranked #190.

BridgePort Financial Solutions first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. The position peaked at $315K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • BridgePort Financial Solutions held 2,811 shares of iShares Russell Mid-Cap ETF worth $273K as of Q1 2026.
  • BridgePort Financial Solutions sold 458 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $45.8K.
  • iShares Russell Mid-Cap ETF made up 0.08% of BridgePort Financial Solutions's portfolio in Q1 2026, its #190 holding.
  • BridgePort Financial Solutions first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • BridgePort Financial Solutions's iShares Russell Mid-Cap ETF position peaked at $315K in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on BridgePort Financial Solutions's 13F filing for Q1 2026, filed 16 Apr 2026.