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 Q2	$288K	Buy	2,612 +35	+1%	+$3.68K	0.06%	124
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 $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

Dunhill Financial's IWR Position: Q2 2026 in Review

Dunhill Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, buying an estimated $3.68K and bringing the position to 2,612 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #124.

Dunhill Financial first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Dunhill Financial held 2,612 shares of iShares Russell Mid-Cap ETF worth $288K as of Q2 2026.
Dunhill Financial bought 35 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.68K.
iShares Russell Mid-Cap ETF made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #124 holding.
Dunhill Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.