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 Q3	$213K	Hold	2,000	–	–	0.02%	204
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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Cullinan Associates's IWR Position: Q3 2026 in Review

Cullinan Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,000 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #204.

Cullinan Associates first reported a position in IWR in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2024. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Cullinan Associates held 2,000 shares of iShares Russell Mid-Cap ETF worth $213K as of Q3 2026.
Cullinan Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Cullinan Associates's portfolio in Q3 2026, its #204 holding.
Cullinan Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 8 quarters since.
Cullinan Associates's iShares Russell Mid-Cap ETF position peaked at $1.04M in Q3 2024.
1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.