Brighton Jones LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brighton Jones LLC’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	–	Sell	-108,050	Closed	-$10.4M	–	35
2025 Q4	$10.4M	Sell	108,050 -310	-0.3%	-$29.8K	0.38%	32
2025 Q3	$10.5M	Buy	108,360 +135	+0.1%	+$12.8K	0.25%	54
2025 Q2	$9.95M	Buy	108,225 +2,254	+2%	+$195K	0.27%	52
2025 Q1	$9.01M	Buy	105,971 +1,447	+1%	+$129K	0.29%	50
2024 Q4	$9.24M	Buy	104,524 +4,189	+4%	+$380K	0.27%	52
2024 Q3	$8.84M	Sell	100,335 -170	-0.2%	-$14.3K	0.33%	44
2024 Q2	$8.15M	Sell	100,505 -2,974	-3%	-$242K	0.27%	51
2024 Q1	$8.7M	Buy	103,479 +3,221	+3%	+$255K	0.31%	47
2023 Q4	$7.79M	Sell	100,258 -1,078	-1%	-$76.6K	0.33%	45
2023 Q3	$7.02M	Sell	101,336 -244	-0.2%	-$17.8K	0.36%	44
2023 Q2	$7.42M	Sell	101,580 -2,665	-3%	-$185K	0.37%	37
2023 Q1	$7.29M	Sell	104,245 -1,730	-2%	-$122K	0.41%	34
2022 Q4	$7.15M	Sell	105,975 -1,748	-2%	-$118K	0.43%	28
2022 Q3	$6.7M	Sell	107,723 -9	-0%	-$619	0.39%	30
2022 Q2	$6.97M	Buy	107,732 +10	+0%	+$712	0.4%	27
2022 Q1	$8.41M	Buy	107,722 +1,198	+1%	+$92.2K	0.39%	27
2021 Q4	$8.84M	Sell	106,524 -34,627	-25%	-$2.84M	0.42%	27
2021 Q3	$11M	Sell	141,151 -2,162	-2%	-$173K	0.57%	18
2021 Q2	$11.4M	Sell	143,313 -1,304	-0.9%	-$101K	0.58%	17
2021 Q1	$10.7M	Sell	144,617 -1,948	-1%	-$141K	0.63%	16
2020 Q4	$10M	Sell	146,565 -5,506	-4%	-$351K	0.62%	17
2020 Q3	$8.73M	Sell	152,071 -8,031	-5%	-$457K	0.6%	15
2020 Q2	$8.58M	Buy	160,102 +3,911	+3%	+$196K	0.7%	16
2020 Q1	$6.74M	Sell	156,191 -6,796	-4%	-$374K	0.71%	15
2019 Q4	$9.72M	Sell	162,987 -19,835	-11%	-$1.14M	1.04%	15
2019 Q3	$10.2M	Sell	182,822 -17,241	-9%	-$964K	1.19%	15
2019 Q2	$11.2M	Sell	200,063 -12,100	-6%	-$664K	1.3%	13
2019 Q1	$11.4M	Sell	212,163 -1,244	-0.6%	-$64.4K	1.39%	13
2018 Q4	$9.92M	Buy	213,407 +1,775	+0.8%	+$89.5K	1.43%	13
2018 Q3	$11.7M	Sell	211,632 -5,416	-2%	-$297K	1.43%	14
2018 Q2	$11.5M	Sell	217,048 -3,104	-1%	-$163K	1.48%	14
2018 Q1	$11.4M	Buy	220,152 +7,812	+4%	+$412K	1.57%	12
2017 Q4	$11M	Sell	212,340 -2,788	-1%	-$142K	1.34%	14
2017 Q3	$10.6M	Sell	215,128 -1,488	-0.7%	-$71.8K	1.36%	12
2017 Q2	$10.4M	Sell	216,616 -1,016	-0.5%	-$48.2K	1.47%	12
2017 Q1	$10.2M	Buy	217,632 +77,656	+55%	+$3.6M	2.46%	9
2016 Q4	$6.26M	Sell	139,976 -80,408	-36%	-$3.52M	2.36%	9
2016 Q3	$9.6M	Sell	220,384 -4,540	-2%	-$197K	1.55%	13
2016 Q2	$9.46M	Sell	224,924 -14,616	-6%	-$603K	1.67%	11
2016 Q1	$9.76M	Buy	239,540 +16	+0%	+$609	1.79%	13
2015 Q4	$9.59M	Sell	239,524 -3,116	-1%	-$127K	1.87%	12
2015 Q3	$9.44M	Buy	242,640 +13,312	+6%	+$551K	2.01%	12
2015 Q2	$9.76M	Buy	229,328 +2,924	+1%	+$127K	2.23%	12
2015 Q1	$9.8M	Sell	226,404 -1,612	-0.7%	-$68.5K	2.22%	12
2014 Q4	$9.52M	Sell	228,016 -5,444	-2%	-$221K	2.18%	12
2014 Q3	$9.24M	Sell	233,460 -7,744	-3%	-$312K	2.08%	12
2014 Q2	$9.8M	Sell	241,204 -1,396	-0.6%	-$54.4K	2.22%	12
2014 Q1	$9.39M	Sell	242,600 -4,492	-2%	-$170K	2.21%	13
2013 Q4	$9.27M	Sell	247,092 -9,292	-4%	-$336K	2.12%	12
2013 Q3	$8.91M	Sell	256,384 -17,592	-6%	-$601K	2.33%	11
2013 Q2	$8.9M	Buy	+273,976	New	+$8.88M	2.67%	11

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

Brighton Jones LLC's IWR Position: Q1 2026 in Review

Brighton Jones LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 108,050 shares — an estimated $10.4M sold.

Brighton Jones LLC first reported a position in IWR in Q2 2013 and held it in 51 quarters. The position peaked at $11.7M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Brighton Jones LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Brighton Jones LLC sold 108,050 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $10.4M.
Brighton Jones LLC first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 51 quarters.
Brighton Jones LLC's iShares Russell Mid-Cap ETF position peaked at $11.7M in Q3 2018.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.