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Brooklyn Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brooklyn Investment Group’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 		$2.43M Buy
25,018
+1,382
+6% +$138K 0.08% 231
2025
Q4 		$2.3M Buy
23,636
+16,556
+234% +$1.59M 0.11% 154
2025
Q3 		$440K Buy
7,080
+120
+2% +$11.4K 0.06% 314
2025
Q2 		$433K Buy
6,960
+5,380
+341% +$465K 0.06% 329
2025
Q1 		$134K Buy
+1,580
New +$141K 0.03% 440

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brooklyn Investment Group's IWR Position: Q1 2026 in Review

Brooklyn Investment Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.8% in Q1 2026, buying an estimated $138K and bringing the position to 25,018 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #231.

Brooklyn Investment Group first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Brooklyn Investment Group held 25,018 shares of iShares Russell Mid-Cap ETF worth $2.43M as of Q1 2026.
  • Brooklyn Investment Group bought 1,382 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $138K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Brooklyn Investment Group's portfolio in Q1 2026, its #231 holding.
  • Brooklyn Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.