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Chesapeake Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chesapeake Wealth Management’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 		$6.73M Sell
69,242
-972
-1% -$97.1K 2.07% 12
2025
Q4 		$6.76M Buy
70,214
+1,051
+2% +$101K 2.01% 13
2025
Q3 		$6.68M Buy
69,163
+2,037
+3% +$193K 2.04% 11
2025
Q2 		$6.17M Buy
67,126
+786
+1% +$67.9K 2.06% 11
2025
Q1 		$5.64M Sell
66,340
-3,144
-5% -$280K 2.01% 13
2024
Q4 		$6.14M Sell
69,484
-352
-0.5% -$31.9K 2.11% 9
2024
Q3 		$6.16M Buy
69,836
+9,097
+15% +$766K 2.1% 10
2024
Q2 		$4.92M Sell
60,739
-4,010
-6% -$326K 1.79% 13
2024
Q1 		$5.44M Sell
64,749
-1,237
-2% -$98K 1.99% 11
2023
Q4 		$5.13M Buy
65,986
+729
+1% +$51.8K 1.98% 11
2023
Q3 		$4.52M Sell
65,257
-1,913
-3% -$140K 1.88% 12
2023
Q2 		$4.91M Buy
67,170
+1,737
+3% +$121K 1.93% 12
2023
Q1 		$4.58M Sell
65,433
-987
-1% -$69.7K 1.91% 12
2022
Q4 		$4.48M Sell
66,420
-2,814
-4% -$190K 1.96% 12
2022
Q3 		$4.3M Sell
69,234
-3,709
-5% -$255K 1.96% 12
2022
Q2 		$4.72M Sell
72,943
-507
-0.7% -$36.1K 2.02% 11
2022
Q1 		$5.73M Sell
73,450
-2,637
-3% -$203K 2.08% 11
2021
Q4 		$6.32M Sell
76,087
-269
-0.4% -$22.1K 2.13% 9
2021
Q3 		$5.97M Sell
76,356
-6,573
-8% -$527K 2.14% 10
2021
Q2 		$6.57M Sell
82,929
-6,512
-7% -$505K 2.13% 9
2021
Q1 		$6.61M Buy
89,441
+557
+0.6% +$40.3K 2.21% 9
2020
Q4 		$6.09M Buy
88,884
+288
+0.3% +$18.3K 2.08% 10
2020
Q3 		$5.08M Buy
88,596
+3,610
+4% +$206K 1.9% 12
2020
Q2 		$4.56M Buy
84,986
+17,558
+26% +$880K 1.81% 12
2020
Q1 		$2.91M Buy
67,428
+933
+1% +$51.4K 1.34% 13
2019
Q4 		$3.96M Sell
66,495
-382
-0.6% -$21.9K 1.53% 14
2019
Q3 		$3.74M Buy
66,877
+117
+0.2% +$6.54K 1.53% 11
2019
Q2 		$3.73M Sell
66,760
-1,883
-3% -$103K 1.56% 11
2019
Q1 		$3.7M Sell
68,643
-1,264
-2% -$65.5K 1.63% 11
2018
Q4 		$3.25M Sell
69,907
-2,197
-3% -$111K 1.61% 11
2018
Q3 		$3.98M Sell
72,104
-492
-0.7% -$27K 1.77% 11
2018
Q2 		$3.85M Buy
72,596
+2,012
+3% +$106K 1.78% 11
2018
Q1 		$3.64M Buy
+70,584
New +$3.72M 1.68% 11

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chesapeake Wealth Management's IWR Position: Q1 2026 in Review

Chesapeake Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q1 2026, selling an estimated $97.1K and leaving 69,242 shares worth $6.73M. The position accounts for 2.07% of the portfolio, ranked #12.

Chesapeake Wealth Management first reported a position in IWR in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.76M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Chesapeake Wealth Management held 69,242 shares of iShares Russell Mid-Cap ETF worth $6.73M as of Q1 2026.
  • Chesapeake Wealth Management sold 972 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $97.1K.
  • iShares Russell Mid-Cap ETF made up 2.07% of Chesapeake Wealth Management's portfolio in Q1 2026, its #12 holding.
  • Chesapeake Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Chesapeake Wealth Management's iShares Russell Mid-Cap ETF position peaked at $6.76M in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.