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

Buckhead 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 Q1	$886K	Hold	9,116	–	–	0.33%	66
2025 Q4	$878K	Buy	9,116 +1,325	+17%	+$127K	0.31%	63
2025 Q3	$752K	Hold	7,791	–	–	0.27%	67
2025 Q2	$717K	Hold	7,791	–	–	0.28%	69
2025 Q1	$663K	Hold	7,791	–	–	0.21%	75
2024 Q4	$689K	Buy	7,791 +91	+1%	+$8.26K	0.22%	71
2024 Q3	$679K	Hold	7,700	–	–	0.21%	71
2024 Q2	$624K	Hold	7,700	–	–	0.21%	74
2024 Q1	$647K	Hold	7,700	–	–	0.22%	71
2023 Q4	$599K	Hold	7,700	–	–	0.22%	77
2023 Q3	$533K	Hold	7,700	–	–	0.22%	74
2023 Q2	$562K	Hold	7,700	–	–	0.13%	90
2023 Q1	$538K	Hold	7,700	–	–	0.13%	92
2022 Q4	$519K	Hold	7,700	–	–	0.13%	93
2022 Q3	$479K	Hold	7,700	–	–	0.12%	94
2022 Q2	$498K	Hold	7,700	–	–	0.12%	95
2022 Q1	$601K	Hold	7,700	–	–	0.13%	100
2021 Q4	$639K	Hold	7,700	–	–	0.14%	101
2021 Q3	$602K	Hold	7,700	–	–	0.13%	99
2021 Q2	$610K	Hold	7,700	–	–	0.14%	98
2021 Q1	$569K	Hold	7,700	–	–	0.13%	97
2020 Q4	$528K	Sell	7,700 -300	-4%	-$19.1K	0.13%	90
2020 Q3	$459K	Hold	8,000	–	–	0.13%	85
2020 Q2	$429K	Buy	+8,000	New	+$401K	0.13%	80

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

Buckhead Capital Management's IWR Position: Q1 2026 in Review

Buckhead Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 9,116 shares worth $886K. The position accounts for 0.33% of the portfolio, ranked #66.

Buckhead Capital Management first reported a position in IWR in Q2 2020 and has held it in 24 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Buckhead Capital Management held 9,116 shares of iShares Russell Mid-Cap ETF worth $886K as of Q1 2026.
Buckhead Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.33% of Buckhead Capital Management's portfolio in Q1 2026, its #66 holding.
Buckhead Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Buckhead Capital Management's 13F filing for Q1 2026, filed 8 May 2026.