Erste Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Erste Asset Management’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	$2.23M	Sell	20,200 -16,300	-45%	-$1.71M	0.02%	369
2026 Q1	$3.46M	Buy	36,500 +8,600	+31%	+$859K	0.03%	306
2025 Q4	$2.69M	Buy	+27,900	New	+$2.68M	0.02%	326

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

Erste Asset Management's IWR Position: Q2 2026 in Review

Erste Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 45% in Q2 2026, selling an estimated $1.71M and leaving 20,200 shares worth $2.23M. The position accounts for 0.02% of the portfolio, ranked #369.

Erste Asset Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.46M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Erste Asset Management held 20,200 shares of iShares Russell Mid-Cap ETF worth $2.23M as of Q2 2026.
Erste Asset Management sold 16,300 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.71M.
iShares Russell Mid-Cap ETF made up 0.02% of Erste Asset Management's portfolio in Q2 2026, its #369 holding.
Erste Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Erste Asset Management's iShares Russell Mid-Cap ETF position peaked at $3.46M in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Erste Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.