Brown, Lisle/Cummings’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brown, Lisle/Cummings’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	$846K	Hold	8,700	–	–	0.21%	106
2025 Q4	$838K	Hold	8,700	–	–	0.21%	113
2025 Q3	$840K	Hold	8,700	–	–	0.22%	108
2025 Q2	$800K	Hold	8,700	–	–	0.21%	107
2025 Q1	$740K	Hold	8,700	–	–	0.21%	109
2024 Q4	$769K	Hold	8,700	–	–	0.23%	99
2024 Q3	$767K	Hold	8,700	–	–	0.23%	105
2024 Q2	$705K	Hold	8,700	–	–	0.23%	97
2024 Q1	$732K	Hold	8,700	–	–	0.25%	98
2023 Q4	$676K	Hold	8,700	–	–	0.25%	97
2023 Q3	$602K	Sell	8,700 -160	-2%	-$11.7K	0.27%	84
2023 Q2	$647K	Sell	8,860 -300	-3%	-$20.9K	0.29%	81
2023 Q1	$640K	Buy	9,160 +5,285	+136%	+$373K	0.32%	75
2022 Q4	$261K	Hold	3,875	–	–	0.14%	139
2022 Q3	$241K	Hold	3,875	–	–	0.14%	137
2022 Q2	$251K	Hold	3,875	–	–	0.14%	138
2022 Q1	$302K	Sell	3,875 -600	-13%	-$46.2K	0.15%	136
2021 Q4	$371K	Buy	+4,475	New	+$367K	0.19%	116

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

Brown, Lisle/Cummings's IWR Position: Q1 2026 in Review

Brown, Lisle/Cummings held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 8,700 shares worth $846K. The position accounts for 0.21% of the portfolio, ranked #106.

Brown, Lisle/Cummings first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Brown, Lisle/Cummings held 8,700 shares of iShares Russell Mid-Cap ETF worth $846K as of Q1 2026.
Brown, Lisle/Cummings left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.21% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #106 holding.
Brown, Lisle/Cummings first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.