Brown Brothers Harriman & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brown Brothers Harriman & Co’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	$1.52M	Buy	13,759 +2,531	+23%	+$266K	0.01%	412
2026 Q1	$1.09M	Buy	11,228 +36	+0.3%	+$3.6K	0.01%	410
2025 Q4	$1.08M	Hold	11,192	–	–	0.01%	361
2025 Q3	$1.08M	Hold	11,192	–	–	0.01%	336
2025 Q2	$1.03M	Buy	11,192 +355	+3%	+$30.7K	0.01%	328
2025 Q1	$922K	Hold	10,837	–	–	0.01%	307
2024 Q4	$958K	Sell	10,837 -112	-1%	-$10.2K	0.01%	302
2024 Q3	$965K	Sell	10,949 -333	-3%	-$28.1K	0.01%	296
2024 Q2	$915K	Buy	11,282 +75	+0.7%	+$6.1K	0.01%	287
2024 Q1	$942K	Sell	11,207 -11,231	-50%	-$890K	0.01%	275
2023 Q4	$1.74M	Buy	22,438 +5,568	+33%	+$396K	0.01%	201
2023 Q3	$1.17M	Sell	16,870 -218	-1%	-$15.9K	0.01%	233
2023 Q2	$1.25M	Buy	17,088 +3,762	+28%	+$262K	0.01%	217
2023 Q1	$932K	Hold	13,326	–	–	0.01%	255
2022 Q4	$899K	Sell	13,326 -380	-3%	-$25.6K	0.01%	237
2022 Q3	$852K	Buy	13,706 +380	+3%	+$26.1K	0.01%	237
2022 Q2	$862K	Hold	13,326	–	–	0.01%	237
2022 Q1	$1.04M	Hold	13,326	–	–	0.01%	242
2021 Q4	$1.11M	Hold	13,326	–	–	0.01%	235
2021 Q3	$1.04M	Sell	13,326 -4,719	-26%	-$378K	0.01%	218
2021 Q2	$1.43M	Buy	18,045 +4,565	+34%	+$354K	0.01%	197
2021 Q1	$997K	Buy	13,480 +1,413	+12%	+$102K	0.01%	222
2020 Q4	$827K	Buy	12,067 +1,800	+18%	+$115K	0.01%	236
2020 Q3	$589K	Hold	10,267	–	–	﹤0.01%	251
2020 Q2	$550K	Sell	10,267 -1,925	-16%	-$96.5K	﹤0.01%	253
2020 Q1	$526K	Sell	12,192 -11,814	-49%	-$650K	﹤0.01%	242
2019 Q4	$1.43M	Sell	24,006 -9,982	-29%	-$573K	0.01%	207
2019 Q3	$1.9M	Buy	33,988 +33,272	+4,647%	+$1.86M	0.01%	169
2019 Q2	$40K	Sell	716 -3,200	-82%	-$176K	﹤0.01%	625
2019 Q1	$211K	Hold	3,916	–	–	﹤0.01%	380
2018 Q4	$182K	Hold	3,916	–	–	﹤0.01%	357
2018 Q3	$216K	Sell	3,916 -5,344	-58%	-$293K	﹤0.01%	356
2018 Q2	$491K	Sell	9,260 -444	-5%	-$23.4K	﹤0.01%	236
2018 Q1	$501K	Buy	9,704 +1,160	+14%	+$61.1K	﹤0.01%	241
2017 Q4	$445K	Hold	8,544	–	–	﹤0.01%	253
2017 Q3	$421K	Hold	8,544	–	–	﹤0.01%	247
2017 Q2	$410K	Buy	8,544 +5,344	+167%	+$253K	﹤0.01%	240
2017 Q1	$150K	Hold	3,200	–	–	﹤0.01%	368
2016 Q4	$143K	Sell	3,200 -2,088	-39%	-$91.3K	﹤0.01%	344
2016 Q3	$230K	Buy	5,288 +2,088	+65%	+$90.5K	﹤0.01%	297
2016 Q2	$135K	Hold	3,200	–	–	﹤0.01%	349
2016 Q1	$130K	Hold	3,200	–	–	﹤0.01%	348
2015 Q4	$128K	Hold	3,200	–	–	﹤0.01%	362
2015 Q3	$124K	Sell	3,200 -5,912	-65%	-$245K	﹤0.01%	370
2015 Q2	$388K	Buy	9,112 +4,944	+119%	+$215K	﹤0.01%	281
2015 Q1	$180K	Hold	4,168	–	–	﹤0.01%	352
2014 Q4	$174K	Hold	4,168	–	–	﹤0.01%	368
2014 Q3	$165K	Hold	4,168	–	–	﹤0.01%	371
2014 Q2	$169K	Hold	4,168	–	–	﹤0.01%	372
2014 Q1	$161K	Sell	4,168 -4,168	-50%	-$158K	﹤0.01%	361
2013 Q4	$312K	Buy	8,336 +6,324	+314%	+$229K	﹤0.01%	345
2013 Q3	$70K	Sell	2,012 -2,940	-59%	-$100K	﹤0.01%	432
2013 Q2	$161K	Buy	+4,952	New	+$161K	﹤0.01%	403

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

Brown Brothers Harriman & Co's IWR Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 23% in Q2 2026, buying an estimated $266K and bringing the position to 13,759 shares worth $1.52M. The position accounts for 0.01% of the portfolio, ranked #412.

Brown Brothers Harriman & Co first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.9M in Q3 2019. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Brown Brothers Harriman & Co held 13,759 shares of iShares Russell Mid-Cap ETF worth $1.52M as of Q2 2026.
Brown Brothers Harriman & Co bought 2,531 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $266K.
iShares Russell Mid-Cap ETF made up 0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #412 holding.
Brown Brothers Harriman & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Brown Brothers Harriman & Co's iShares Russell Mid-Cap ETF position peaked at $1.9M in Q3 2019.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.