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

Eukles 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	$18.3K	Hold	166	–	–	0.01%	122
2026 Q1	$16.1K	Hold	166	–	–	0.01%	126
2025 Q4	$16K	Hold	166	–	–	0.01%	142
2025 Q3	$16K	Hold	166	–	–	0.01%	140
2025 Q2	$15.3K	Hold	166	–	–	0.01%	139
2025 Q1	$14.1K	Hold	166	–	–	0.01%	138
2024 Q4	$14.7K	Hold	166	–	–	0.01%	138
2024 Q3	$14.6K	Hold	166	–	–	0.01%	141
2024 Q2	$13.5K	Hold	166	–	–	0.01%	144
2024 Q1	$14K	Hold	166	–	–	0.01%	142
2023 Q4	$12.9K	Buy	+166	New	+$11.8K	0.01%	138
2021 Q3	–	Sell	-2,102	Closed	-$167K	–	220
2021 Q2	$167K	Buy	+2,102	New	+$163K	0.09%	102

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

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

Eukles Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 166 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #122.

Eukles Asset Management first reported a position in IWR in Q2 2021 and has held it in 12 quarters since. The position peaked at $167K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Eukles Asset Management held 166 shares of iShares Russell Mid-Cap ETF worth $18.3K as of Q2 2026.
Eukles Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Eukles Asset Management's portfolio in Q2 2026, its #122 holding.
Eukles Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 12 quarters since.
Eukles Asset Management's iShares Russell Mid-Cap ETF position peaked at $167K in Q2 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Eukles Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.