Factory Mutual Insurance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Factory Mutual Insurance’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	$83.7M	Hold	758,700	–	–	0.79%	30
2026 Q1	$73.8M	Hold	758,700	–	–	0.83%	31
2025 Q4	$73M	Hold	758,700	–	–	0.74%	30
2025 Q3	$73.3M	Sell	758,700 -220,000	-22%	-$20.9M	0.71%	32
2025 Q2	$90M	Hold	978,700	–	–	0.98%	19
2025 Q1	$83.3M	Hold	978,700	–	–	0.97%	19
2024 Q4	$86.5M	Hold	978,700	–	–	0.94%	20
2024 Q3	$86.3M	Buy	978,700 +280,000	+40%	+$23.6M	0.89%	20
2024 Q2	$56.7M	Sell	698,700 -350,000	-33%	-$28.5M	0.65%	35
2024 Q1	$88.2M	Sell	1,048,700 -1,140,900	-52%	-$90.4M	1.01%	22
2023 Q4	$170M	Buy	2,189,600 +561,600	+34%	+$39.9M	2.11%	8
2023 Q3	$113M	Buy	1,628,000 +467,200	+40%	+$34.1M	1.57%	16
2023 Q2	$84.8M	Sell	1,160,800 -937,011	-45%	-$65.2M	1.25%	22
2023 Q1	$147M	Sell	2,097,811 -297,100	-12%	-$21M	2.29%	7
2022 Q4	$162M	Buy	2,394,911 +675,700	+39%	+$45.6M	2.44%	5
2022 Q3	$107M	Buy	1,719,211 +949,200	+123%	+$65.3M	1.75%	10
2022 Q2	$49.8M	Hold	770,011	–	–	0.82%	37
2022 Q1	$60.1M	Buy	770,011 +459,400	+148%	+$35.4M	0.81%	35
2021 Q4	$22.6M	Hold	310,611	–	–	0.33%	99
2021 Q3	$24.3M	Buy	+310,611	New	+$24.9M	0.3%	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

Factory Mutual Insurance's IWR Position: Q2 2026 in Review

Factory Mutual Insurance held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 758,700 shares worth $83.7M. The position accounts for 0.79% of the portfolio, ranked #30.

Factory Mutual Insurance first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. The position peaked at $170M in Q4 2023. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Factory Mutual Insurance held 758,700 shares of iShares Russell Mid-Cap ETF worth $83.7M as of Q2 2026.
Factory Mutual Insurance left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.79% of Factory Mutual Insurance's portfolio in Q2 2026, its #30 holding.
Factory Mutual Insurance first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Factory Mutual Insurance's iShares Russell Mid-Cap ETF position peaked at $170M in Q4 2023.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.