Bryn Mawr Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bryn Mawr Capital Management’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	$8.21M	Buy	74,452 +16,163	+28%	+$1.7M	0.36%	72
2026 Q1	$5.67M	Buy	58,289 +16,240	+39%	+$1.62M	0.28%	87
2025 Q4	$4.05M	Buy	42,049 +4,569	+12%	+$439K	0.19%	104
2025 Q3	$3.62M	Buy	37,480 +3,870	+12%	+$367K	0.18%	114
2025 Q2	$3.09M	Buy	33,610 +14,529	+76%	+$1.26M	0.17%	113
2025 Q1	$1.62M	Buy	+19,081	New	+$1.7M	0.1%	161
2023 Q4	–	Sell	-6,846	Closed	-$474K	–	415
2023 Q3	$474K	Sell	6,846 -1,993	-23%	-$145K	0.03%	277
2023 Q2	$646K	Buy	8,839 +204	+2%	+$14.2K	0.06%	194
2023 Q1	$604K	Hold	8,635	–	–	0.06%	195
2022 Q4	$582K	Hold	8,635	–	–	0.06%	192
2022 Q3	$537K	Hold	8,635	–	–	0.19%	86
2022 Q2	$558K	Hold	8,635	–	–	0.18%	92
2022 Q1	$674K	Hold	8,635	–	–	0.19%	91
2021 Q4	$717K	Hold	8,635	–	–	0.27%	46
2021 Q3	$675K	Hold	8,635	–	–	0.31%	44
2021 Q2	$684K	Hold	8,635	–	–	0.31%	45
2021 Q1	$638K	Hold	8,635	–	–	0.31%	45
2020 Q4	$592K	Buy	+8,635	New	+$550K	0.29%	46

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

Bryn Mawr Capital Management's IWR Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 28% in Q2 2026, buying an estimated $1.7M and bringing the position to 74,452 shares worth $8.21M. The position accounts for 0.36% of the portfolio, ranked #72.

Bryn Mawr Capital Management first reported a position in IWR in Q4 2020 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bryn Mawr Capital Management held 74,452 shares of iShares Russell Mid-Cap ETF worth $8.21M as of Q2 2026.
Bryn Mawr Capital Management bought 16,163 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.7M.
iShares Russell Mid-Cap ETF made up 0.36% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #72 holding.
Bryn Mawr Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.