Dunhill Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dunhill Financial’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	$251K	Hold	2,577	–	–	0.06%	129
2025 Q4	$248K	Buy	2,577 +187	+8%	+$18K	0.06%	114
2025 Q3	$231K	Hold	2,390	–	–	0.06%	123
2025 Q2	$220K	Buy	2,390 +67	+3%	+$5.79K	0.06%	116
2025 Q1	$198K	Hold	2,323	–	–	0.09%	100
2024 Q4	$205K	Hold	2,323	–	–	0.1%	88
2024 Q3	$205K	Buy	2,323 +1,257	+118%	+$106K	0.11%	81
2024 Q2	$86.4K	Buy	1,066 +1	+0.1%	+$81	0.05%	112
2024 Q1	$88.9K	Buy	1,065 +1	+0.1%	+$79	0.07%	83
2023 Q4	$82.7K	Buy	+1,064	New	+$75.6K	0.08%	77

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dunhill Financial's IWR Position: Q1 2026 in Review

Dunhill Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,577 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #129.

Dunhill Financial first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Dunhill Financial held 2,577 shares of iShares Russell Mid-Cap ETF worth $251K as of Q1 2026.
Dunhill Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Dunhill Financial's portfolio in Q1 2026, its #129 holding.
Dunhill Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.