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

Castleview 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	$341K	Buy	3,090 +184	+6%	+$19.4K	0.15%	151
2026 Q1	$283K	Hold	2,906	–	–	0.14%	155
2025 Q4	$280K	Buy	+2,906	New	+$279K	0.14%	148
2024 Q3	–	Sell	-32	Closed	-$2.6K	–	729
2024 Q2	$2.6K	Buy	32 +1	+3%	+$81	﹤0.01%	710
2024 Q1	$2.64K	Hold	31	–	–	﹤0.01%	716
2023 Q4	$2.44K	Buy	+31	New	+$2.2K	﹤0.01%	689

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

Castleview Partners's IWR Position: Q2 2026 in Review

Castleview Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.3% in Q2 2026, buying an estimated $19.4K and bringing the position to 3,090 shares worth $341K. The position accounts for 0.15% of the portfolio, ranked #151.

Castleview Partners first reported a position in IWR in Q4 2023 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Castleview Partners held 3,090 shares of iShares Russell Mid-Cap ETF worth $341K as of Q2 2026.
Castleview Partners bought 184 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
iShares Russell Mid-Cap ETF made up 0.15% of Castleview Partners's portfolio in Q2 2026, its #151 holding.
Castleview Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.