Copeland Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Copeland Capital Management’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	$22.2M	Buy	+201,371	New	+$21.2M	0.46%	86
2024 Q3	–	Sell	-138,235	Closed	-$11.2M	–	281
2024 Q2	$11.2M	Buy	138,235 +37,154	+37%	+$3.02M	0.21%	116
2024 Q1	$8.5M	Buy	101,081 +14,479	+17%	+$1.15M	0.15%	117
2023 Q4	$6.73M	Buy	86,602 +23,419	+37%	+$1.66M	0.13%	114
2023 Q3	$4.38M	Buy	63,183 +38,446	+155%	+$2.8M	0.09%	115
2023 Q2	$1.81M	Sell	24,737 -27,184	-52%	-$1.89M	0.04%	115
2023 Q1	$3.63M	Sell	51,921 -161,954	-76%	-$11.4M	0.09%	111
2022 Q4	$14.4M	Buy	+213,875	New	+$14.4M	0.38%	82

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

Copeland Capital Management's IWR Position: Q2 2026 in Review

Copeland Capital Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 201,371 shares worth $22.2M. The stake represents 0.46% of the portfolio and ranks #86 among its holdings. This is a return to the name: Copeland Capital Management previously reported a position in IWR as recently as Q2 2024.

Copeland Capital Management first reported a position in IWR in Q4 2022 and has held it in 8 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Copeland Capital Management held 201,371 shares of iShares Russell Mid-Cap ETF worth $22.2M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Copeland Capital Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.46% of Copeland Capital Management's portfolio in Q2 2026, its #86 holding.
Copeland Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Copeland Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.