EK
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Evensky & Katz’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Evensky & Katz’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
Q1 		$2.02M Sell
20,791
-4,006
-16% -$400K 0.12% 42
2025
Q4 		$2.39M Buy
24,797
+23
+0.1% +$2.21K 0.13% 40
2025
Q3 		$2.39M Sell
24,774
-842
-3% -$79.8K 0.14% 40
2025
Q2 		$2.36M Sell
25,616
-12
-0% -$1.04K 0.14% 38
2025
Q1 		$2.18M Sell
25,628
-67
-0.3% -$5.98K 0.15% 42
2024
Q4 		$2.27M Buy
25,695
+81
+0.3% +$7.35K 0.15% 42
2024
Q3 		$2.26M Buy
25,614
+95
+0.4% +$8K 0.15% 44
2024
Q2 		$2.07M Sell
25,519
-461
-2% -$37.5K 0.14% 44
2024
Q1 		$2.19M Sell
25,980
-2,161
-8% -$171K 0.15% 41
2023
Q4 		$2.19M Buy
28,141
+226
+0.8% +$16.1K 0.16% 40
2023
Q3 		$1.93M Sell
27,915
-1,630
-6% -$119K 0.17% 36
2023
Q2 		$2.16M Buy
29,545
+68
+0.2% +$4.73K 0.16% 37
2023
Q1 		$2.06M Buy
29,477
+98
+0.3% +$6.92K 0.17% 37
2022
Q4 		$1.98M Buy
29,379
+219
+0.8% +$14.8K 0.18% 39
2022
Q3 		$1.81M Buy
29,160
+34
+0.1% +$2.34K 0.21% 35
2022
Q2 		$1.88M Buy
29,126
+230
+0.8% +$16.4K 0.22% 34
2022
Q1 		$2.25M Sell
28,896
-232
-0.8% -$17.9K 0.22% 32
2021
Q4 		$2.42M Buy
29,128
+286
+1% +$23.5K 0.23% 34
2021
Q3 		$2.26M Sell
28,842
-211
-0.7% -$16.9K 0.24% 30
2021
Q2 		$2.3M Sell
29,053
-1,857
-6% -$144K 0.23% 32
2021
Q1 		$2.29M Buy
30,910
+683
+2% +$49.4K 0.25% 31
2020
Q4 		$2.07M Sell
30,227
-25
-0.1% -$1.59K 0.26% 29
2020
Q3 		$1.74M Sell
30,252
-986
-3% -$56.1K 0.24% 31
2020
Q2 		$1.67M Sell
31,238
-193
-0.6% -$9.67K 0.24% 32
2020
Q1 		$1.36M Buy
31,431
+44
+0.1% +$2.42K 0.21% 36
2019
Q4 		$1.87M Sell
31,387
-1,206
-4% -$69.2K 0.26% 34
2019
Q3 		$1.82M Sell
32,593
-50
-0.2% -$2.79K 0.25% 40
2019
Q2 		$1.82M Buy
32,643
+5
+0% +$274 0.25% 37
2019
Q1 		$1.76M Buy
+32,638
New +$1.69M 0.25% 37

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evensky & Katz's IWR Position: Q1 2026 in Review

Evensky & Katz reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q1 2026, selling an estimated $400K and leaving 20,791 shares worth $2.02M. The position accounts for 0.12% of the portfolio, ranked #42.

Evensky & Katz first reported a position in IWR in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.42M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Evensky & Katz held 20,791 shares of iShares Russell Mid-Cap ETF worth $2.02M as of Q1 2026.
  • Evensky & Katz sold 4,006 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $400K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Evensky & Katz's portfolio in Q1 2026, its #42 holding.
  • Evensky & Katz first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's iShares Russell Mid-Cap ETF position peaked at $2.42M in Q4 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.