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Citizens Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Citizens Financial Group’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 		$7.32M Sell
75,282
-3,273
-4% -$327K 0.1% 146
2025
Q4 		$7.56M Buy
78,555
+76
+0.1% +$7.31K 0.1% 147
2025
Q3 		$7.58M Buy
78,479
+7,318
+10% +$694K 0.1% 152
2025
Q2 		$6.54M Buy
71,161
+12,988
+22% +$1.12M 0.11% 153
2025
Q1 		$4.95M Buy
58,173
+4,316
+8% +$385K 0.1% 147
2024
Q4 		$4.76M Buy
53,857
+16,975
+46% +$1.54M 0.09% 147
2024
Q3 		$3.25M Sell
36,882
-865
-2% -$72.9K 0.07% 179
2024
Q2 		$3.06M Buy
37,747
+7,103
+23% +$578K 0.07% 167
2024
Q1 		$2.58M Sell
30,644
-778
-2% -$61.6K 0.09% 141
2023
Q4 		$2.44M Sell
31,422
-2,273
-7% -$161K 0.08% 154
2023
Q3 		$2.34M Buy
33,695
+4,818
+17% +$351K 0.1% 128
2023
Q2 		$2.11M Sell
28,877
-74
-0.3% -$5.15K 0.08% 157
2023
Q1 		$2.02M Sell
28,951
-4,822
-14% -$340K 0.07% 165
2022
Q4 		$2.28M Sell
33,773
-271
-0.8% -$18.3K 0.09% 137
2022
Q3 		$2.12M Buy
34,044
+2
+0% +$138 0.09% 142
2022
Q2 		$2.2M Sell
34,042
-16,936
-33% -$1.21M 0.09% 135
2022
Q1 		$3.98M Sell
50,978
-19
-0% -$1.46K 0.14% 112
2021
Q4 		$4.23M Sell
50,997
-293
-0.6% -$24.1K 0.14% 114
2021
Q3 		$4.01M Sell
51,290
-1,084
-2% -$86.8K 0.15% 113
2021
Q2 		$4.15M Buy
52,374
+3,836
+8% +$298K 0.18% 102
2021
Q1 		$3.59M Sell
48,538
-7
-0% -$506 0.19% 99
2020
Q4 		$3.33M Sell
48,545
-1,376
-3% -$87.6K 0.19% 100
2020
Q3 		$2.86M Sell
49,921
-829
-2% -$47.2K 0.18% 99
2020
Q2 		$2.72M Buy
50,750
+7
+0% +$351 0.19% 98
2020
Q1 		$2.19M Sell
50,743
-873
-2% -$48K 0.18% 100
2019
Q4 		$3.08M Buy
51,616
+3,287
+7% +$189K 0.21% 95
2019
Q3 		$2.7M Buy
48,329
+1,866
+4% +$104K 0.2% 97
2019
Q2 		$2.6M Buy
46,463
+564
+1% +$30.9K 0.19% 97
2019
Q1 		$2.48M Buy
45,899
+1,675
+4% +$86.8K 0.18% 98
2018
Q4 		$2.06M Sell
44,224
-488
-1% -$24.6K 0.19% 96
2018
Q3 		$2.46M Hold
44,712
– – 0.19% 94
2018
Q2 		$2.37M Sell
44,712
-1,236
-3% -$65.1K 0.2% 94
2018
Q1 		$2.37M Sell
45,948
-3,924
-8% -$207K 0.2% 95
2017
Q4 		$2.6M Sell
49,872
-1,736
-3% -$88.1K 0.21% 89
2017
Q3 		$2.54M Sell
51,608
-4,972
-9% -$240K 0.22% 92
2017
Q2 		$2.72M Sell
56,580
-1,556
-3% -$73.8K 0.24% 92
2017
Q1 		$2.72M Sell
58,136
-744
-1% -$34.5K 0.24% 92
2016
Q4 		$2.63M Buy
58,880
+800
+1% +$35K 0.25% 90
2016
Q3 		$2.53M Hold
58,080
– – 0.24% 90
2016
Q2 		$2.44M Buy
58,080
+260
+0.4% +$10.7K 0.23% 92
2016
Q1 		$2.35M Sell
57,820
-20,232
-26% -$770K 0.23% 92
2015
Q4 		$3.37M Buy
+78,052
New +$3.18M 0.32% 81

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

Citizens Financial Group's IWR Position: Q1 2026 in Review

Citizens Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q1 2026, selling an estimated $327K and leaving 75,282 shares worth $7.32M. The position accounts for 0.1% of the portfolio, ranked #146.

Citizens Financial Group first reported a position in IWR in Q4 2015 and has held it in 42 quarters since. The position peaked at $7.58M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Citizens Financial Group held 75,282 shares of iShares Russell Mid-Cap ETF worth $7.32M as of Q1 2026.
  • Citizens Financial Group sold 3,273 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $327K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Citizens Financial Group's portfolio in Q1 2026, its #146 holding.
  • Citizens Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
  • Citizens Financial Group's iShares Russell Mid-Cap ETF position peaked at $7.58M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.