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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bridgewater Advisors's IWR Position: Q1 2026 in Review

Bridgewater Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,121 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #284.

Bridgewater Advisors first reported a position in IWR in Q1 2021 and has held it in 11 quarters since. The position peaked at $623K in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Bridgewater Advisors held 4,121 shares of iShares Russell Mid-Cap ETF worth $432K as of Q1 2026.
Bridgewater Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #284 holding.
Bridgewater Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 11 quarters since.
Bridgewater Advisors's iShares Russell Mid-Cap ETF position peaked at $623K in Q4 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.