Clearstead Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clearstead Trust’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	$60.2K	Sell	546 -57	-9%	-$6K	0.01%	302
2026 Q1	$58.6K	Hold	603	–	–	0.01%	299
2025 Q4	$58.1K	Hold	603	–	–	0.01%	313
2025 Q3	$58.2K	Sell	603 -393	-39%	-$37.3K	0.01%	303
2025 Q2	$91.6K	Buy	996 +796	+398%	+$68.8K	0.02%	255
2025 Q1	$17K	Hold	200	–	–	﹤0.01%	380
2024 Q4	$17.7K	Hold	200	–	–	﹤0.01%	325
2024 Q3	$17.6K	Hold	200	–	–	﹤0.01%	316
2024 Q2	$16.2K	Hold	200	–	–	﹤0.01%	328
2024 Q1	$16.8K	Buy	+200	New	+$15.8K	﹤0.01%	323
2020 Q2	–	Sell	-3,500	Closed	-$151K	–	169
2020 Q1	$151K	Hold	3,500	–	–	0.14%	92
2019 Q4	$209K	Hold	3,500	–	–	0.15%	97
2019 Q3	$196K	Hold	3,500	–	–	0.15%	92
2019 Q2	$196K	Hold	3,500	–	–	0.16%	95
2019 Q1	$189K	Sell	3,500 -892	-20%	-$46.2K	0.16%	97
2018 Q4	$204K	Buy	+4,392	New	+$222K	0.19%	91

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

Clearstead Trust's IWR Position: Q2 2026 in Review

Clearstead Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.5% in Q2 2026, selling an estimated $6K and leaving 546 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #302.

Clearstead Trust first reported a position in IWR in Q4 2018 and has held it in 16 quarters since. The position peaked at $209K in Q4 2019. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clearstead Trust held 546 shares of iShares Russell Mid-Cap ETF worth $60.2K as of Q2 2026.
Clearstead Trust sold 57 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6K.
iShares Russell Mid-Cap ETF made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #302 holding.
Clearstead Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 16 quarters since.
Clearstead Trust's iShares Russell Mid-Cap ETF position peaked at $209K in Q4 2019.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clearstead Trust's 13F filing for Q2 2026, filed 6 Aug 2026.