Canopy Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Canopy Partners’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	$5.71M	Buy	51,719 +150	+0.3%	+$15.8K	1.72%	13
2026 Q1	$5.01M	Sell	51,569 -4,607	-8%	-$460K	1.72%	12
2025 Q4	$5.41M	Sell	56,176 -121	-0.2%	-$11.6K	1.76%	13
2025 Q3	$5.44M	Sell	56,297 -2,303	-4%	-$218K	1.82%	14
2025 Q2	$5.39M	Sell	58,600 -3,153	-5%	-$272K	1.98%	13
2025 Q1	$5.25M	Sell	61,753 -13,199	-18%	-$1.18M	2.05%	13
2024 Q4	$6.63M	Sell	74,952 -2,945	-4%	-$267K	2.53%	11
2024 Q3	$6.87M	Sell	77,897 -2,941	-4%	-$248K	2.96%	7
2024 Q2	$6.55M	Sell	80,838 -8,013	-9%	-$652K	3.04%	8
2024 Q1	$7.47M	Buy	88,851 +16,872	+23%	+$1.34M	3.65%	7
2023 Q4	$5.59M	Buy	+71,979	New	+$5.11M	3.41%	7

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

Canopy Partners's IWR Position: Q2 2026 in Review

Canopy Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.29% in Q2 2026, buying an estimated $15.8K and bringing the position to 51,719 shares worth $5.71M. The position accounts for 1.72% of the portfolio, ranked #13.

Canopy Partners first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.47M in Q1 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Canopy Partners held 51,719 shares of iShares Russell Mid-Cap ETF worth $5.71M as of Q2 2026.
Canopy Partners bought 150 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell Mid-Cap ETF made up 1.72% of Canopy Partners's portfolio in Q2 2026, its #13 holding.
Canopy Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Canopy Partners's iShares Russell Mid-Cap ETF position peaked at $7.47M in Q1 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.