Edgemoor Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Edgemoor Investment Advisors’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	$658K	Hold	5,960	–	–	0.04%	109
2026 Q1	$579K	Hold	5,960	–	–	0.05%	115
2025 Q4	$574K	Sell	5,960 -3,500	-37%	-$337K	0.04%	119
2025 Q3	$913K	Buy	9,460 +3,500	+59%	+$332K	0.07%	106
2025 Q2	$548K	Hold	5,960	–	–	0.05%	119
2025 Q1	$507K	Hold	5,960	–	–	0.05%	116
2024 Q4	$527K	Hold	5,960	–	–	0.05%	115
2024 Q3	$525K	Hold	5,960	–	–	0.05%	115
2024 Q2	$483K	Hold	5,960	–	–	0.05%	114
2024 Q1	$501K	Hold	5,960	–	–	0.05%	111
2023 Q4	$463K	Hold	5,960	–	–	0.05%	115
2023 Q3	$413K	Hold	5,960	–	–	0.05%	116
2023 Q2	$435K	Hold	5,960	–	–	0.05%	113
2023 Q1	$417K	Hold	5,960	–	–	0.05%	114
2022 Q4	$402K	Hold	5,960	–	–	0.05%	123
2022 Q3	$370K	Hold	5,960	–	–	0.05%	112
2022 Q2	$385K	Hold	5,960	–	–	0.05%	116
2022 Q1	$465K	Buy	5,960 +1,140	+24%	+$87.7K	0.05%	113
2021 Q4	$400K	Buy	+4,820	New	+$396K	0.04%	109

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

Edgemoor Investment Advisors's IWR Position: Q2 2026 in Review

Edgemoor Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,960 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #109.

Edgemoor Investment Advisors first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $913K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Edgemoor Investment Advisors held 5,960 shares of iShares Russell Mid-Cap ETF worth $658K as of Q2 2026.
Edgemoor Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #109 holding.
Edgemoor Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Edgemoor Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $913K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.