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Denver PWM’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Denver PWM’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 		$1.86M Sell
17,670
-8,780
-33% -$877K 0.64% 29
2025
Q4 		$2.43M Hold
26,450
– – 0.81% 26
2025
Q3 		$2.43M Hold
26,450
– – 0.76% 27
2025
Q2 		$2.43M Sell
26,450
-815
-3% -$70.4K 0.76% 27
2025
Q1 		$2.32M Sell
27,265
-1,734
-6% -$155K 0.83% 22
2024
Q4 		$2.56M Sell
28,999
-922
-3% -$83.7K 0.99% 21
2024
Q3 		$2.64M Sell
29,921
-227
-0.8% -$19.1K 1% 19
2024
Q2 		$2.44M Buy
30,148
+169
+0.6% +$13.8K 0.98% 20
2024
Q1 		$2.47M Sell
29,979
-1,751
-6% -$139K 0.95% 21
2023
Q4 		$2.41M Sell
31,730
-2,339
-7% -$166K 1.12% 16
2023
Q3 		$2.33M Sell
34,069
-1,922
-5% -$140K 0.97% 26
2023
Q2 		$2.62M Buy
35,991
+324
+0.9% +$22.5K 1.08% 26
2023
Q1 		$2.45M Sell
35,667
-4,405
-11% -$311K 1.08% 25
2022
Q4 		$2.7M Buy
40,072
+14,127
+54% +$953K 1.28% 21
2022
Q3 		$1.66M Buy
25,945
+2,439
+10% +$168K 0.92% 27
2022
Q2 		$1.53M Sell
23,506
-1,072
-4% -$76.3K 0.72% 32
2022
Q1 		$1.93M Sell
24,578
-1,398
-5% -$108K 0.77% 32
2021
Q4 		$2.15M Sell
25,976
-371
-1% -$30.5K 0.82% 31
2021
Q3 		$2.06M Buy
26,347
+367
+1% +$29.4K 0.85% 28
2021
Q2 		$2.07M Sell
25,980
-5,120
-16% -$397K 0.87% 32
2021
Q1 		$1.78M Buy
31,100
+1,212
+4% +$87.6K 1.04% 28
2020
Q4 		$2.02M Sell
29,888
-1,212
-4% -$77.2K 1% 27
2020
Q3 		$1.78M Sell
31,100
-3,500
-10% -$199K 1.04% 28
2020
Q2 		$1.85M Sell
34,600
-3,986
-10% -$200K 1.13% 26
2020
Q1 		$1.59M Buy
+38,586
New +$2.12M 1.17% 27
2019
Q4 		– Sell
-2,588
Closed -$144K – 154
2019
Q3 		$144K Buy
+2,588
New +$145K 0.09% 76

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Denver PWM's IWR Position: Q1 2026 in Review

Denver PWM reduced its iShares Russell Mid-Cap ETF (IWR) stake by 33% in Q1 2026, selling an estimated $877K and leaving 17,670 shares worth $1.86M. The position accounts for 0.64% of the portfolio, ranked #29.

Denver PWM first reported a position in IWR in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.7M in Q4 2022. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Denver PWM held 17,670 shares of iShares Russell Mid-Cap ETF worth $1.86M as of Q1 2026.
  • Denver PWM sold 8,780 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $877K.
  • iShares Russell Mid-Cap ETF made up 0.64% of Denver PWM's portfolio in Q1 2026, its #29 holding.
  • Denver PWM first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • Denver PWM's iShares Russell Mid-Cap ETF position peaked at $2.7M in Q4 2022.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Denver PWM's 13F filing for Q1 2026, filed 13 May 2026.