D.J. St. Germain’s iShares Russell Mid-Cap ETF IWR Stock Holding History

D.J. St. Germain’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	$23.8K	Hold	216	–	–	﹤0.01%	563
2026 Q1	$21K	Hold	216	–	–	﹤0.01%	565
2025 Q4	$20.8K	Hold	216	–	–	﹤0.01%	573
2025 Q3	$20.9K	Hold	216	–	–	﹤0.01%	577
2025 Q2	$19.9K	Buy	+216	New	+$18.7K	﹤0.01%	582
2024 Q4	–	Sell	-70	Closed	-$6.17K	–	852
2024 Q3	$6.17K	Buy	+70	New	+$5.9K	﹤0.01%	596
2024 Q2	–	Sell	-70	Closed	-$5.89K	–	810
2024 Q1	$5.89K	Buy	+70	New	+$5.55K	﹤0.01%	598

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

D.J. St. Germain's IWR Position: Q2 2026 in Review

D.J. St. Germain held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 216 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

D.J. St. Germain first reported a position in IWR in Q1 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

D.J. St. Germain held 216 shares of iShares Russell Mid-Cap ETF worth $23.8K as of Q2 2026.
D.J. St. Germain left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #563 holding.
D.J. St. Germain first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.