CM
IWR icon

Columbus Macro’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Columbus Macro’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 		$2M Buy
20,528
+647
+3% +$64.6K 0.21% 120
2025
Q4 		$1.91M Buy
19,881
+787
+4% +$75.7K 0.21% 122
2025
Q3 		$1.84M Sell
19,094
-217
-1% -$20.6K 0.21% 124
2025
Q2 		$1.78M Sell
19,311
-849
-4% -$73.3K 0.22% 122
2025
Q1 		$1.72M Buy
20,160
+2,337
+13% +$208K 0.23% 124
2024
Q4 		$1.58M Buy
+17,823
New +$1.62M 0.22% 130

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

Columbus Macro's IWR Position: Q1 2026 in Review

Columbus Macro increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q1 2026, buying an estimated $64.6K and bringing the position to 20,528 shares worth $2M. The position accounts for 0.21% of the portfolio, ranked #120.

Columbus Macro first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Columbus Macro held 20,528 shares of iShares Russell Mid-Cap ETF worth $2M as of Q1 2026.
  • Columbus Macro bought 647 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $64.6K.
  • iShares Russell Mid-Cap ETF made up 0.21% of Columbus Macro's portfolio in Q1 2026, its #120 holding.
  • Columbus Macro first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Columbus Macro's 13F filing for Q1 2026, filed 21 Apr 2026.