CX Institutional’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CX Institutional’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	$121K	Buy	1,101 +2	+0.2%	+$210	﹤0.01%	827
2026 Q1	$107K	Buy	1,099 +231	+27%	+$23.1K	﹤0.01%	839
2025 Q4	$84K	Buy	868 +2	+0.2%	+$192	﹤0.01%	883
2025 Q3	$84K	Buy	866 +682	+371%	+$64.6K	﹤0.01%	856
2025 Q2	$17K	Sell	184 -573	-76%	-$49.5K	﹤0.01%	982
2025 Q1	$64K	Buy	+757	New	+$67.5K	﹤0.01%	805
2023 Q4	–	Sell	-14,974	Closed	-$1.04M	–	553
2023 Q3	$1.04M	Buy	+14,974	New	+$1.09M	0.06%	245
2023 Q2	–	Sell	-12,395	Closed	-$867K	–	521
2023 Q1	$867K	Buy	+12,395	New	+$875K	0.05%	294
2022 Q4	–	Sell	-26,321	Closed	-$1.64M	–	533
2022 Q3	$1.64M	Sell	26,321 -3,992	-13%	-$275K	0.11%	214
2022 Q2	$1.96M	Buy	+30,313	New	+$2.16M	0.15%	171
2021 Q4	–	Sell	-147	Closed	-$11K	–	636
2021 Q3	$11K	Sell	147 -73	-33%	-$5.85K	﹤0.01%	821
2021 Q2	$17K	Hold	220	–	–	﹤0.01%	762
2021 Q1	$16K	Hold	220	–	–	﹤0.01%	707
2020 Q4	$15K	Sell	220 -1,579	-88%	-$101K	﹤0.01%	670
2020 Q3	$103K	Sell	1,799 -1,246	-41%	-$70.9K	0.01%	313
2020 Q2	$163K	Sell	3,045 -11,746	-79%	-$589K	0.02%	249
2020 Q1	$639K	Sell	14,791 -205,978	-93%	-$11.3M	0.1%	154
2019 Q4	$13.2M	Sell	220,769 -20,988	-9%	-$1.21M	2.3%	9
2019 Q3	$13.5M	Buy	241,757 +16,121	+7%	+$901K	2.19%	7
2019 Q2	$12.6M	Buy	225,636 +42,413	+23%	+$2.33M	2%	11
2019 Q1	$9.88M	Buy	183,223 +81,015	+79%	+$4.2M	1.74%	13
2018 Q4	$4.75M	Buy	102,208 +35,252	+53%	+$1.78M	1%	33
2018 Q3	$3.69M	Buy	66,956 +5,596	+9%	+$307K	1.22%	30
2018 Q2	$3.25M	Buy	+61,360	New	+$3.23M	1.2%	30

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

CX Institutional's IWR Position: Q2 2026 in Review

CX Institutional increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.18% in Q2 2026, buying an estimated $210 and bringing the position to 1,101 shares worth $121K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

CX Institutional first reported a position in IWR in Q2 2018 and has held it in 24 quarters since. The position peaked at $13.5M in Q3 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

CX Institutional held 1,101 shares of iShares Russell Mid-Cap ETF worth $121K as of Q2 2026.
CX Institutional bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
iShares Russell Mid-Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #827 holding.
CX Institutional first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 24 quarters since.
CX Institutional's iShares Russell Mid-Cap ETF position peaked at $13.5M in Q3 2019.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.