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DT Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DT Investment Partners’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 		$28.8M Sell
260,626
-8,261
-3% -$869K 2.14% 11
2026
Q1 		$26.1M Buy
268,887
+22,203
+9% +$2.22M 2.18% 11
2025
Q4 		$23.7M Buy
246,684
+4,258
+2% +$409K 1.97% 15
2025
Q3 		$23.4M Buy
242,426
+168,839
+229% +$16M 1.98% 15
2025
Q2 		$6.77M Buy
73,587
+29,762
+68% +$2.57M 0.61% 31
2025
Q1 		$3.73M Buy
43,825
+2,327
+6% +$208K 0.36% 42
2024
Q4 		$3.67M Sell
41,498
-446
-1% -$40.5K 0.31% 49
2024
Q3 		$3.7M Sell
41,944
-18
-0% -$1.52K 0.3% 50
2024
Q2 		$3.4M Sell
41,962
-572
-1% -$46.6K 0.3% 50
2024
Q1 		$3.58M Buy
42,534
+153
+0.4% +$12.1K 0.36% 44
2023
Q4 		$3.3M Sell
42,381
-326,419
-89% -$23.2M 0.36% 44
2023
Q3 		$25.5M Sell
368,800
-989
-0.3% -$72.1K 3.1% 7
2023
Q2 		$28M Buy
369,789
+8,972
+2% +$624K 3.18% 7
2023
Q1 		$25.1M Buy
360,817
+11,930
+3% +$842K 3.04% 8
2022
Q4 		$23.5M Buy
348,887
+43,795
+14% +$2.95M 3.09% 6
2022
Q3 		$19M Buy
305,092
+21,543
+8% +$1.48M 3.1% 5
2022
Q2 		$18.3M Buy
283,549
+6,685
+2% +$476K 2.72% 8
2022
Q1 		$21.6M Buy
276,864
+7,842
+3% +$604K 2.79% 7
2021
Q4 		$22.3M Buy
269,022
+8,629
+3% +$708K 2.91% 6
2021
Q3 		$20.4M Buy
260,393
+8,200
+3% +$657K 2.73% 8
2021
Q2 		$20M Buy
252,193
+5,620
+2% +$436K 2.76% 9
2021
Q1 		$18.2M Sell
246,573
-22,503
-8% -$1.63M 2.63% 9
2020
Q4 		$18.4M Sell
269,076
-86,704
-24% -$5.52M 2.94% 9
2020
Q3 		$20.4M Sell
355,780
-92,862
-21% -$5.29M 2.94% 11
2020
Q2 		$24M Buy
+448,642
New +$22.5M 2.98% 12

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DT Investment Partners's IWR Position: Q2 2026 in Review

DT Investment Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $869K and leaving 260,626 shares worth $28.8M. The position accounts for 2.14% of the portfolio, ranked #11.

DT Investment Partners first reported a position in IWR in Q2 2020 and has held it in 25 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • DT Investment Partners held 260,626 shares of iShares Russell Mid-Cap ETF worth $28.8M as of Q2 2026.
  • DT Investment Partners sold 8,261 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $869K.
  • iShares Russell Mid-Cap ETF made up 2.14% of DT Investment Partners's portfolio in Q2 2026, its #11 holding.
  • DT Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.