Cullinan Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cullinan Associates’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	$221K	Buy	+2,000	New	+$210K	0.02%	202
2024 Q4	–	Sell	-11,600	Closed	-$1.04M	–	229
2024 Q3	$1.04M	Hold	11,600	–	–	0.06%	137
2024 Q2	$941K	Hold	11,600	–	–	0.05%	146
2024 Q1	$975K	Hold	11,600	–	–	0.05%	151
2023 Q4	$902K	Buy	11,600 +7,400	+176%	+$526K	0.05%	151
2023 Q3	$291K	Hold	4,200	–	–	0.02%	219
2023 Q2	$307K	Buy	+4,200	New	+$292K	0.02%	223

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

Cullinan Associates's IWR Position: Q2 2026 in Review

Cullinan Associates opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,000 shares worth $221K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Cullinan Associates previously reported a position in IWR as recently as Q3 2024.

Cullinan Associates first reported a position in IWR in Q2 2023 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2024. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cullinan Associates held 2,000 shares of iShares Russell Mid-Cap ETF worth $221K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Cullinan Associates position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Cullinan Associates's portfolio in Q2 2026, its #202 holding.
Cullinan Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 7 quarters since.
Cullinan Associates's iShares Russell Mid-Cap ETF position peaked at $1.04M in Q3 2024.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.