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

Cary Street 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	$2.37M	Buy	21,516 +1,844	+9%	+$194K	0.05%	330
2026 Q1	$1.91M	Sell	19,672 -46	-0.2%	-$4.59K	0.05%	333
2025 Q4	$1.9M	Buy	19,718 +1,031	+6%	+$99.1K	0.05%	334
2025 Q3	$1.8M	Sell	18,687 -183	-1%	-$17.3K	0.05%	334
2025 Q2	$1.74M	Buy	18,870 +3,658	+24%	+$316K	0.05%	330
2025 Q1	$1.29M	Buy	15,212 +287	+2%	+$25.6K	0.04%	348
2024 Q4	$1.32M	Buy	+14,925	New	+$1.35M	0.04%	338

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

Cary Street Partners's IWR Position: Q2 2026 in Review

Cary Street Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.4% in Q2 2026, buying an estimated $194K and bringing the position to 21,516 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #330.

Cary Street Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cary Street Partners held 21,516 shares of iShares Russell Mid-Cap ETF worth $2.37M as of Q2 2026.
Cary Street Partners bought 1,844 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $194K.
iShares Russell Mid-Cap ETF made up 0.05% of Cary Street Partners's portfolio in Q2 2026, its #330 holding.
Cary Street Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.