David Shaw’s iShares Russell Mid-Cap ETF IWR Stock Holding History

David Shaw’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 Q1	–	Sell	-4,563	Closed	-$439K	–	4783
2025 Q4	$439K	Buy	+4,563	New	+$439K	﹤0.01%	3987
2025 Q2	–	Sell	-14,210	Closed	-$1.21M	–	4522
2025 Q1	$1.21M	Sell	14,210 -3,636	-20%	-$324K	﹤0.01%	2971
2024 Q4	$1.58M	Sell	17,846 -18,558	-51%	-$1.68M	﹤0.01%	2900
2024 Q3	$3.21M	Sell	36,404 -15,440	-30%	-$1.3M	﹤0.01%	2323
2024 Q2	$4.2M	Buy	+51,844	New	+$4.22M	﹤0.01%	1992

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

David Shaw's IWR Position: Q1 2026 in Review

David Shaw sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 4,563 shares — an estimated $439K sold.

David Shaw first reported a position in IWR in Q2 2024 and held it in 5 quarters. The position peaked at $4.2M in Q2 2024. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

David Shaw reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
David Shaw sold 4,563 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $439K.
David Shaw first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and held it in 5 quarters.
David Shaw's iShares Russell Mid-Cap ETF position peaked at $4.2M in Q2 2024.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on D.E. Shaw & Co's 13F filing for Q1 2026, filed 15 May 2026.