Duncan Williams Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Duncan Williams Asset Management’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	$399K	Hold	3,619	–	–	0.09%	115
2026 Q1	$352K	Sell	3,619 -300	-8%	-$30K	0.1%	114
2025 Q4	$393K	Sell	3,919 -3	-0.1%	-$288	0.1%	117
2025 Q3	$379K	Sell	3,922 -260	-6%	-$24.6K	0.11%	114
2025 Q2	$385K	Sell	4,182 -5	-0.1%	-$432	0.12%	102
2025 Q1	$356K	Sell	4,187 -4	-0.1%	-$357	0.13%	101
2024 Q4	$370K	Sell	4,191 -25	-0.6%	-$2.27K	0.15%	102
2024 Q3	$372K	Buy	+4,216	New	+$355K	0.2%	85

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

Duncan Williams Asset Management's IWR Position: Q2 2026 in Review

Duncan Williams Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,619 shares worth $399K. The position accounts for 0.09% of the portfolio, ranked #115.

Duncan Williams Asset Management first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Duncan Williams Asset Management held 3,619 shares of iShares Russell Mid-Cap ETF worth $399K as of Q2 2026.
Duncan Williams Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Duncan Williams Asset Management's portfolio in Q2 2026, its #115 holding.
Duncan Williams Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.