Chilton Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chilton Capital 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 Q2	$130K	Sell	1,177 -107	-8%	-$11.3K	﹤0.01%	262
2026 Q1	$125K	Hold	1,284	–	–	﹤0.01%	264
2025 Q4	$124K	Hold	1,284	–	–	﹤0.01%	273
2025 Q3	$124K	Buy	+1,284	New	+$122K	﹤0.01%	275
2024 Q4	–	Sell	-88	Closed	-$7.76K	–	624
2024 Q3	$7.76K	Buy	+88	New	+$7.41K	﹤0.01%	500
2022 Q3	–	Sell	-409	Closed	-$26K	–	416
2022 Q2	$26K	Buy	+409	New	+$29.1K	﹤0.01%	372
2022 Q1	–	Sell	-409	Closed	-$34K	–	413
2021 Q4	$34K	Buy	+409	New	+$33.6K	﹤0.01%	367

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

Chilton Capital Management's IWR Position: Q2 2026 in Review

Chilton Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.3% in Q2 2026, selling an estimated $11.3K and leaving 1,177 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Chilton Capital Management first reported a position in IWR in Q4 2021 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Chilton Capital Management held 1,177 shares of iShares Russell Mid-Cap ETF worth $130K as of Q2 2026.
Chilton Capital Management sold 107 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.3K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q2 2026, its #262 holding.
Chilton Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Chilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.