Coston McIsaac & Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Coston McIsaac & Partners’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	$48K	Hold	500	–	–	0.01%	328
2025 Q4	$48K	Hold	500	–	–	0.01%	327
2025 Q3	$48K	Hold	500	–	–	0.01%	317
2025 Q2	$45K	Sell	500 -60	-11%	-$5.18K	0.01%	317
2025 Q1	$47K	Buy	560 +60	+12%	+$5.35K	0.01%	281
2024 Q4	$44K	Hold	500	–	–	0.01%	296
2024 Q3	$44	Hold	500	–	–	0.01%	301
2024 Q2	$40K	Sell	500 -552	-52%	-$44.9K	0.01%	298
2024 Q1	$88K	Hold	1,052	–	–	0.03%	192
2023 Q4	$81K	Hold	1,052	–	–	0.03%	197
2023 Q3	$72K	Hold	1,052	–	–	0.03%	203
2023 Q2	$76K	Hold	1,052	–	–	0.03%	208
2023 Q1	$73K	Hold	1,052	–	–	0.03%	209
2022 Q4	$70	Buy	1,052 +500	+91%	+$33.7K	0.03%	220
2022 Q3	$34K	Hold	552	–	–	0.02%	274
2022 Q2	$36K	Buy	+552	New	+$39.3K	0.02%	161

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coston McIsaac & Partners's IWR Position: Q1 2026 in Review

Coston McIsaac & Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 500 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #328.

Coston McIsaac & Partners first reported a position in IWR in Q2 2022 and has held it in 16 quarters since. The position peaked at $88K in Q1 2024. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Coston McIsaac & Partners held 500 shares of iShares Russell Mid-Cap ETF worth $48K as of Q1 2026.
Coston McIsaac & Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #328 holding.
Coston McIsaac & Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's iShares Russell Mid-Cap ETF position peaked at $88K in Q1 2024.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.