Duncker Streett & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Duncker Streett & Co’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	$1.18M	Sell	10,731 -99	-0.9%	-$10.4K	0.2%	95
2026 Q1	$1.05M	Hold	10,830	–	–	0.2%	95
2025 Q4	$1.04M	Hold	10,830	–	–	0.19%	97
2025 Q3	$1.05M	Buy	10,830 +619	+6%	+$58.7K	0.18%	99
2025 Q2	$939K	Hold	10,211	–	–	0.17%	106
2025 Q1	$869K	Hold	10,211	–	–	0.17%	109
2024 Q4	$903K	Hold	10,211	–	–	0.17%	107
2024 Q3	$900K	Hold	10,211	–	–	0.16%	112
2024 Q2	$828K	Sell	10,211 -500	-5%	-$40.7K	0.16%	117
2024 Q1	$901K	Hold	10,711	–	–	0.18%	111
2023 Q4	$833K	Hold	10,711	–	–	0.18%	115
2023 Q3	$742K	Buy	10,711 +500	+5%	+$36.5K	0.17%	117
2023 Q2	$746K	Hold	10,211	–	–	0.17%	123
2023 Q1	$714K	Hold	10,211	–	–	0.17%	122
2022 Q4	$689K	Hold	10,211	–	–	0.17%	129
2022 Q3	$635K	Hold	10,211	–	–	0.16%	126
2022 Q2	$660K	Sell	10,211 -127	-1%	-$9.04K	0.16%	132
2022 Q1	$807K	Hold	10,338	–	–	0.16%	131
2021 Q4	$858K	Hold	10,338	–	–	0.15%	135
2021 Q3	$809K	Hold	10,338	–	–	0.15%	139
2021 Q2	$819K	Buy	10,338 +1,207	+13%	+$93.6K	0.15%	142
2021 Q1	$675K	Hold	9,131	–	–	0.13%	155
2020 Q4	$626K	Buy	9,131 +8	+0.1%	+$510	0.12%	154
2020 Q3	$523K	Sell	9,123 -1,653	-15%	-$94.1K	0.11%	158
2020 Q2	$578K	Buy	10,776 +23	+0.2%	+$1.15K	0.14%	148
2020 Q1	$464K	Hold	10,753	–	–	0.12%	159
2019 Q4	$641K	Buy	10,753 +23	+0.2%	+$1.32K	0.13%	157
2019 Q3	$600K	Hold	10,730	–	–	0.14%	161
2019 Q2	$599K	Sell	10,730 -877	-8%	-$48.1K	0.13%	163
2019 Q1	$626K	Buy	11,607 +13	+0.1%	+$673	0.14%	156
2018 Q4	$539K	Buy	11,594 +834	+8%	+$42.1K	0.14%	154
2018 Q3	$593K	Buy	10,760 +1,016	+10%	+$55.7K	0.13%	166
2018 Q2	$517K	Buy	9,744 +260	+3%	+$13.7K	0.13%	175
2018 Q1	$489K	Sell	9,484 -2,308	-20%	-$122K	0.12%	175
2017 Q4	$613K	Buy	11,792 +52	+0.4%	+$2.64K	0.16%	156
2017 Q3	$579K	Buy	11,740 +24	+0.2%	+$1.16K	0.18%	151
2017 Q2	$563K	Sell	11,716 -2,368	-17%	-$112K	0.18%	147
2017 Q1	$659K	Sell	14,084 -380	-3%	-$17.6K	0.21%	128
2016 Q4	$647K	Buy	14,464 +4,352	+43%	+$190K	0.22%	127
2016 Q3	$441K	Buy	10,112 +24	+0.2%	+$1.04K	0.15%	158
2016 Q2	$424K	Hold	10,088	–	–	0.15%	160
2016 Q1	$411K	Buy	10,088 +52	+0.5%	+$1.98K	0.15%	155
2015 Q4	$402K	Buy	10,036 +20	+0.2%	+$815	0.15%	154
2015 Q3	$390K	Buy	10,016 +20	+0.2%	+$828	0.15%	155
2015 Q2	$426K	Sell	9,996 -736	-7%	-$32K	0.15%	163
2015 Q1	$464K	Buy	10,732 +1,624	+18%	+$69K	0.15%	156
2014 Q4	$380K	Buy	9,108 +820	+10%	+$33.3K	0.12%	182
2014 Q3	$328K	Buy	8,288 +20	+0.2%	+$806	0.11%	197
2014 Q2	$336K	Buy	8,268 +16	+0.2%	+$624	0.11%	199
2014 Q1	$319K	Buy	8,252 +2,720	+49%	+$103K	0.11%	198
2013 Q4	$207K	Buy	5,532 +36	+0.7%	+$1.3K	0.07%	241
2013 Q3	$191K	Buy	5,496 +20	+0.4%	+$683	0.08%	233
2013 Q2	$178K	Buy	+5,476	New	+$178K	0.07%	249

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

Duncker Streett & Co's IWR Position: Q2 2026 in Review

Duncker Streett & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.91% in Q2 2026, selling an estimated $10.4K and leaving 10,731 shares worth $1.18M. The position accounts for 0.2% of the portfolio, ranked #95.

Duncker Streett & Co first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Duncker Streett & Co held 10,731 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q2 2026.
Duncker Streett & Co sold 99 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.4K.
iShares Russell Mid-Cap ETF made up 0.2% of Duncker Streett & Co's portfolio in Q2 2026, its #95 holding.
Duncker Streett & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Duncker Streett & Co's 13F filing for Q2 2026, filed 28 Jul 2026.