ClearBridge Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ClearBridge Investments’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	-3,250	Closed	-$313K	–	720
2025 Q4	$313K	Buy	+3,250	New	+$312K	﹤0.01%	674
2025 Q1	–	Sell	-6,730	Closed	-$595K	–	726
2024 Q4	$595K	Buy	+6,730	New	+$611K	﹤0.01%	661
2023 Q1	–	Sell	-6,028	Closed	-$407K	–	736
2022 Q4	$407K	Buy	+6,028	New	+$406K	﹤0.01%	705
2022 Q2	–	Sell	-2,667	Closed	-$208K	–	781
2022 Q1	$208K	Buy	+2,667	New	+$205K	﹤0.01%	774
2019 Q1	–	Sell	-14,269	Closed	-$663K	–	1101
2018 Q4	$663K	Buy	+14,269	New	+$720K	﹤0.01%	707
2018 Q1	–	Sell	-740	Closed	-$39K	–	1205
2017 Q4	$39K	Buy	+740	New	+$37.6K	﹤0.01%	886
2017 Q1	–	Sell	-1,652	Closed	-$74K	–	1149
2016 Q4	$74K	Buy	+1,652	New	+$72.2K	﹤0.01%	848
2016 Q1	–	Sell	-18,596	Closed	-$745K	–	1084
2015 Q4	$745K	Buy	18,596 +13,428	+260%	+$547K	﹤0.01%	740
2015 Q3	$201K	Buy	+5,168	New	+$214K	﹤0.01%	855
2015 Q1	–	Sell	-8,616	Closed	-$360K	–	1185
2014 Q4	$360K	Buy	+8,616	New	+$350K	﹤0.01%	839
2014 Q1	–	Sell	-9,640	Closed	-$361K	–	1138
2013 Q4	$361K	Buy	+9,640	New	+$348K	﹤0.01%	778

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ClearBridge Investments's IWR Position: Q1 2026 in Review

ClearBridge Investments sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 3,250 shares — an estimated $313K sold.

ClearBridge Investments first reported a position in IWR in Q4 2013 and held it in 11 quarters. The position peaked at $745K in Q4 2015. 1,522 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

ClearBridge Investments reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
ClearBridge Investments sold 3,250 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $313K.
ClearBridge Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and held it in 11 quarters.
ClearBridge Investments's iShares Russell Mid-Cap ETF position peaked at $745K in Q4 2015.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.