Caitlin John’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Caitlin John’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	$1.95K	Hold	20	–	–	﹤0.01%	715
2025 Q4	$1.93K	Hold	20	–	–	﹤0.01%	731
2025 Q3	$1.93K	Buy	+20	New	+$1.9K	﹤0.01%	699
2025 Q1	–	Sell	-20	Closed	-$1.77K	–	466
2024 Q4	$1.77K	Hold	20	–	–	﹤0.01%	673
2024 Q3	$1.85K	Sell	20 -36	-64%	-$3.03K	﹤0.01%	670
2024 Q2	$4.54K	Hold	56	–	–	﹤0.01%	563
2024 Q1	$4.71K	Hold	56	–	–	﹤0.01%	583
2023 Q4	$4.35K	Buy	+56	New	+$3.98K	﹤0.01%	579

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

Caitlin John's IWR Position: Q1 2026 in Review

Caitlin John held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 20 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Caitlin John first reported a position in IWR in Q4 2023 and has held it in 8 quarters since. The position peaked at $4.71K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Caitlin John held 20 shares of iShares Russell Mid-Cap ETF worth $1.95K as of Q1 2026.
Caitlin John left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #715 holding.
Caitlin John first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares Russell Mid-Cap ETF position peaked at $4.71K in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.