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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Chilton Capital Management's IWR Position: Q1 2026 in Review

Chilton Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 1,284 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #264.

Chilton Capital Management first reported a position in IWR in Q4 2021 and has held it in 6 quarters since. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Chilton Capital Management held 1,284 shares of iShares Russell Mid-Cap ETF worth $125K as of Q1 2026.
Chilton Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Chilton Capital Management's portfolio in Q1 2026, its #264 holding.
Chilton Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Chilton Capital Management's 13F filing for Q1 2026, filed 11 May 2026.