Bruce G. Allen Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bruce G. Allen Investments’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	$391K	Buy	3,541 +10	+0.3%	+$1.05K	0.25%	48
2026 Q1	$343K	Buy	3,531 +9	+0.3%	+$899	0.22%	48
2025 Q4	$339K	Buy	3,522 +14	+0.4%	+$1.35K	0.23%	48
2025 Q3	$339K	Buy	3,508 +12	+0.3%	+$1.14K	0.24%	47
2025 Q2	$322K	Buy	3,496 +10	+0.3%	+$864	0.24%	48
2025 Q1	$297K	Buy	3,486 +11	+0.3%	+$981	0.23%	49
2024 Q4	$307K	Buy	3,475 +12	+0.3%	+$1.09K	0.25%	52
2024 Q3	$305K	Buy	3,463 +15	+0.4%	+$1.26K	0.24%	53
2024 Q2	$280K	Buy	3,448 +9	+0.3%	+$733	0.24%	53
2024 Q1	$289K	Buy	3,439 +9	+0.3%	+$713	0.24%	55
2023 Q4	$267K	Buy	+3,430	New	+$244K	0.24%	55

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

Bruce G. Allen Investments's IWR Position: Q2 2026 in Review

Bruce G. Allen Investments increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.28% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,541 shares worth $391K. The position accounts for 0.25% of the portfolio, ranked #48.

Bruce G. Allen Investments first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bruce G. Allen Investments held 3,541 shares of iShares Russell Mid-Cap ETF worth $391K as of Q2 2026.
Bruce G. Allen Investments bought 10 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.05K.
iShares Russell Mid-Cap ETF made up 0.25% of Bruce G. Allen Investments's portfolio in Q2 2026, its #48 holding.
Bruce G. Allen Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.