Bridgewater Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bridgewater Advisors’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	$425K	Sell	3,827 -294	-7%	-$30.9K	0.02%	305
2026 Q1	$432K	Hold	4,121	–	–	0.03%	284
2025 Q4	$416K	Hold	4,121	–	–	0.03%	293
2025 Q3	$389K	Sell	4,121 -200	-5%	-$19K	0.03%	294
2025 Q2	$409K	Hold	4,321	–	–	0.03%	287
2025 Q1	$364K	Buy	+4,321	New	+$385K	0.03%	286
2022 Q3	–	Sell	-5,604	Closed	-$362K	–	175
2022 Q2	$362K	Sell	5,604 -1,900	-25%	-$135K	0.08%	173
2022 Q1	$586K	Hold	7,504	–	–	0.14%	127
2021 Q4	$623K	Hold	7,504	–	–	0.14%	128
2021 Q3	$587K	Buy	7,504 +1,391	+23%	+$111K	0.16%	126
2021 Q2	$484K	Sell	6,113 -248	-4%	-$19.2K	0.15%	138
2021 Q1	$476K	Buy	+6,361	New	+$460K	0.24%	93

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

Bridgewater Advisors's IWR Position: Q2 2026 in Review

Bridgewater Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $30.9K and leaving 3,827 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #305.

Bridgewater Advisors first reported a position in IWR in Q1 2021 and has held it in 12 quarters since. The position peaked at $623K in Q4 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bridgewater Advisors held 3,827 shares of iShares Russell Mid-Cap ETF worth $425K as of Q2 2026.
Bridgewater Advisors sold 294 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $30.9K.
iShares Russell Mid-Cap ETF made up 0.02% of Bridgewater Advisors's portfolio in Q2 2026, its #305 holding.
Bridgewater Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 12 quarters since.
Bridgewater Advisors's iShares Russell Mid-Cap ETF position peaked at $623K in Q4 2021.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.