Cresset Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cresset Asset 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	$25.4M	Sell	230,088 -11,172	-5%	-$1.18M	0.09%	140
2026 Q1	$23.5M	Sell	241,260 -6,696	-3%	-$669K	0.1%	136
2025 Q4	$23.9M	Buy	247,956 +6,530	+3%	+$628K	0.1%	128
2025 Q3	$23.3M	Buy	241,426 +26,819	+12%	+$2.54M	0.1%	117
2025 Q2	$19.7M	Buy	214,607 +54,634	+34%	+$4.72M	0.1%	130
2025 Q1	$13.6M	Sell	159,973 -527	-0.3%	-$47K	0.07%	177
2024 Q4	$14.2M	Sell	160,500 -28,187	-15%	-$2.56M	0.07%	180
2024 Q3	$16.6M	Buy	188,687 +11,162	+6%	+$940K	0.06%	201
2024 Q2	$14.4M	Buy	177,525 +26,568	+18%	+$2.16M	0.06%	213
2024 Q1	$12.7M	Buy	150,957 +20,486	+16%	+$1.62M	0.06%	207
2023 Q4	$10.1M	Sell	130,471 -2,720	-2%	-$193K	0.06%	206
2023 Q3	$9.26M	Buy	133,191 +1,843	+1%	+$134K	0.04%	218
2023 Q2	$9.59M	Buy	131,348 +71,750	+120%	+$4.99M	0.01%	271
2023 Q1	$4.17M	Buy	59,598 +1,485	+3%	+$105K	0.08%	144
2022 Q4	$3.07M	Sell	58,113 -6,681	-10%	-$450K	0.04%	163
2022 Q3	$4.03M	Sell	64,794 -13,560	-17%	-$933K	0.05%	141
2022 Q2	$3.9M	Buy	78,354 +17,583	+29%	+$1.25M	0.05%	148
2022 Q1	$4.74M	Sell	60,771 -1,783	-3%	-$137K	0.05%	132
2021 Q4	$5.19M	Buy	62,554 +43,585	+230%	+$3.58M	0.05%	139
2021 Q3	$1.48M	Buy	18,969 +237	+1%	+$19K	0.02%	291
2021 Q2	$1.48M	Buy	18,732 +21	+0.1%	+$1.63K	0.02%	261
2021 Q1	$1.38M	Buy	18,711 +3,415	+22%	+$247K	0.02%	228
2020 Q4	$1.05M	Sell	15,296 -949	-6%	-$60.4K	0.02%	238
2020 Q3	$932K	Sell	16,245 -1,686	-9%	-$96K	0.02%	247
2020 Q2	$961K	Sell	17,931 -3,275	-15%	-$164K	0.02%	220
2020 Q1	$915K	Buy	21,206 +84	+0.4%	+$4.62K	0.03%	203
2019 Q4	$1.26M	Buy	21,122 +626	+3%	+$35.9K	0.03%	183
2019 Q3	$1.15M	Buy	20,496 +416	+2%	+$23.3K	0.04%	175
2019 Q2	$1.12M	Buy	20,080 +44	+0.2%	+$2.41K	0.03%	165
2019 Q1	$1.08M	Buy	20,036 +342	+2%	+$17.7K	0.04%	105
2018 Q4	$915K	Buy	+19,694	New	+$993K	0.05%	75

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

Cresset Asset Management's IWR Position: Q2 2026 in Review

Cresset Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2026, selling an estimated $1.18M and leaving 230,088 shares worth $25.4M. The position accounts for 0.09% of the portfolio, ranked #140.

Cresset Asset Management first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cresset Asset Management held 230,088 shares of iShares Russell Mid-Cap ETF worth $25.4M as of Q2 2026.
Cresset Asset Management sold 11,172 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.18M.
iShares Russell Mid-Cap ETF made up 0.09% of Cresset Asset Management's portfolio in Q2 2026, its #140 holding.
Cresset Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.