Crestwood Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Crestwood Advisors Group’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	$425K	Sell	3,851 -1,303	-25%	-$137K	0.01%	553
2026 Q1	$501K	Sell	5,154 -802	-13%	-$80.1K	0.01%	423
2025 Q4	$573K	Sell	5,956 -1,070	-15%	-$103K	0.01%	363
2025 Q3	$678K	Buy	7,026 +1,897	+37%	+$180K	0.01%	320
2025 Q2	$472K	Buy	5,129 +1,923	+60%	+$166K	0.01%	355
2025 Q1	$273K	Buy	+3,206	New	+$286K	0.01%	444
2024 Q2	–	Sell	-2,425	Closed	-$204K	–	437
2024 Q1	$204K	Buy	+2,425	New	+$192K	﹤0.01%	407
2020 Q1	–	Sell	-9,558	Closed	-$570K	–	242
2019 Q4	$570K	Hold	9,558	–	–	0.02%	168
2019 Q3	$535K	Sell	9,558 -85	-0.9%	-$4.75K	0.02%	162
2019 Q2	$539K	Hold	9,643	–	–	0.02%	159
2019 Q1	$520K	Buy	+9,643	New	+$500K	0.04%	109
2017 Q2	–	Sell	-576	Closed	-$27K	–	298
2017 Q1	$27K	Buy	+576	New	+$26.7K	﹤0.01%	337

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

Crestwood Advisors Group's IWR Position: Q2 2026 in Review

Crestwood Advisors Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q2 2026, selling an estimated $137K and leaving 3,851 shares worth $425K. The position accounts for 0.01% of the portfolio, ranked #553.

Crestwood Advisors Group first reported a position in IWR in Q1 2017 and has held it in 12 quarters since. The position peaked at $678K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Crestwood Advisors Group held 3,851 shares of iShares Russell Mid-Cap ETF worth $425K as of Q2 2026.
Crestwood Advisors Group sold 1,303 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $137K.
iShares Russell Mid-Cap ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #553 holding.
Crestwood Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 12 quarters since.
Crestwood Advisors Group's iShares Russell Mid-Cap ETF position peaked at $678K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.