Clean Yield Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clean Yield 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	–	Sell	-56	Closed	-$5.39K	–	405
2025 Q4	$5.39K	Hold	56	–	–	﹤0.01%	347
2025 Q3	$5.41K	Buy	+56	New	+$5.31K	﹤0.01%	347
2024 Q3	–	Sell	-897	Closed	-$72.7K	–	484
2024 Q2	$72.7K	Buy	+897	New	+$73K	0.03%	197
2020 Q4	–	Sell	-291	Closed	-$17K	–	429
2020 Q3	$17K	Hold	291	–	–	0.01%	278
2020 Q2	$16K	Sell	291 -365	-56%	-$18.3K	0.01%	274
2020 Q1	$28K	Hold	656	–	–	0.01%	244
2019 Q4	$39K	Buy	+656	New	+$37.7K	0.01%	239

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

Clean Yield Group's IWR Position: Q1 2026 in Review

Clean Yield Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 56 shares — an estimated $5.39K sold.

Clean Yield Group first reported a position in IWR in Q4 2019 and held it in 7 quarters. The position peaked at $72.7K in Q2 2024. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Clean Yield Group reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Clean Yield Group sold 56 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.39K.
Clean Yield Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 7 quarters.
Clean Yield Group's iShares Russell Mid-Cap ETF position peaked at $72.7K in Q2 2024.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Clean Yield Group's 13F filing for Q1 2026, filed 14 Apr 2026.