Callan Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Callan Family Office’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	$16.3M	Sell	168,118 -22,302	-12%	-$2.23M	0.37%	46
2025 Q4	$18.3M	Buy	190,420 +32,983	+21%	+$3.17M	0.39%	46
2025 Q3	$15.2M	Sell	157,437 -5,688	-3%	-$539K	0.48%	39
2025 Q2	$15M	Buy	163,125 +1,301	+0.8%	+$112K	0.47%	36
2025 Q1	$13.8M	Sell	161,824 -19	-0%	-$1.7K	1.03%	18
2024 Q4	$14.3M	Sell	161,843 -960	-0.6%	-$87.1K	0.91%	20
2024 Q3	$14.3M	Buy	162,803 +1,193	+0.7%	+$101K	2.41%	10
2024 Q2	$13.1M	Buy	161,610 +2,400	+2%	+$195K	2.52%	10
2024 Q1	$13.4M	Buy	159,210 +7,900	+5%	+$626K	3.14%	9
2023 Q4	$11.8M	Sell	151,310 -1,325	-0.9%	-$94.1K	2.9%	10
2023 Q3	$10.6M	Sell	152,635 -158	-0.1%	-$11.5K	2.81%	9
2023 Q2	$11.2M	Sell	152,793 -4,645	-3%	-$323K	2.94%	9
2023 Q1	$11M	Buy	157,438 +23,400	+17%	+$1.65M	2.67%	9
2022 Q4	$9.04M	Buy	+134,038	New	+$9.04M	2.91%	9

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

Callan Family Office's IWR Position: Q1 2026 in Review

Callan Family Office reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $2.23M and leaving 168,118 shares worth $16.3M. The position accounts for 0.37% of the portfolio, ranked #46.

Callan Family Office first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $18.3M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Callan Family Office held 168,118 shares of iShares Russell Mid-Cap ETF worth $16.3M as of Q1 2026.
Callan Family Office sold 22,302 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.23M.
iShares Russell Mid-Cap ETF made up 0.37% of Callan Family Office's portfolio in Q1 2026, its #46 holding.
Callan Family Office first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Callan Family Office's iShares Russell Mid-Cap ETF position peaked at $18.3M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.