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Clune & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clune & Associates’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
-2,900
Closed -$279K – 169
2025
Q4 		$279K Buy
+2,900
New +$279K 0.06% 140
2025
Q3 		– Sell
-3,104
Closed -$285K – 160
2025
Q2 		$285K Buy
+3,104
New +$268K 0.08% 125

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clune & Associates's IWR Position: Q1 2026 in Review

Clune & Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,900 shares — an estimated $279K sold.

Clune & Associates first reported a position in IWR in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q2 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Clune & Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 2,900 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $279K.
  • Clune & Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
  • Clune & Associates's iShares Russell Mid-Cap ETF position peaked at $285K in Q2 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.