Edmond de Rothschild Holding’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Edmond de Rothschild Holding’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	$149K	Hold	1,352	–	–	﹤0.01%	459
2026 Q1	$131K	Hold	1,352	–	–	﹤0.01%	396
2025 Q4	$130K	Sell	1,352 -171	-11%	-$16.4K	﹤0.01%	411
2025 Q3	$147K	Hold	1,523	–	–	﹤0.01%	408
2025 Q2	$140K	Hold	1,523	–	–	﹤0.01%	397
2025 Q1	$130K	Hold	1,523	–	–	﹤0.01%	404
2024 Q4	$135K	Hold	1,523	–	–	﹤0.01%	436
2024 Q3	$134K	Hold	1,523	–	–	﹤0.01%	449
2024 Q2	$123K	Buy	1,523 +585	+62%	+$47.6K	﹤0.01%	469
2024 Q1	$78.9K	Hold	938	–	–	﹤0.01%	539
2023 Q4	$72.9K	Hold	938	–	–	﹤0.01%	545
2023 Q3	$65K	Buy	+938	New	+$68.4K	﹤0.01%	538
2015 Q4	–	Sell	-1,880	Closed	-$73K	–	856
2015 Q3	$73K	Hold	1,880	–	–	﹤0.01%	584
2015 Q2	$80K	Buy	+1,880	New	+$81.7K	﹤0.01%	597

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

Edmond de Rothschild Holding's IWR Position: Q2 2026 in Review

Edmond de Rothschild Holding held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,352 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Edmond de Rothschild Holding first reported a position in IWR in Q2 2015 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Edmond de Rothschild Holding held 1,352 shares of iShares Russell Mid-Cap ETF worth $149K as of Q2 2026.
Edmond de Rothschild Holding left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #459 holding.
Edmond de Rothschild Holding first reported a position in iShares Russell Mid-Cap ETF in Q2 2015 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.