Fairfield, Bush & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fairfield, Bush & Co’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	$582K	Hold	5,990	–	–	0.32%	67
2025 Q4	$577K	Buy	5,990 +236	+4%	+$22.7K	0.3%	68
2025 Q3	$556K	Sell	5,754 -10	-0.2%	-$948	0.29%	67
2025 Q2	$530K	Sell	5,764 -5	-0.1%	-$432	0.3%	65
2025 Q1	$491K	Buy	5,769 +536	+10%	+$47.8K	0.31%	69
2024 Q4	$463K	Buy	5,233 +1,680	+47%	+$152K	0.27%	70
2024 Q3	$313K	Buy	3,553 +670	+23%	+$56.5K	0.19%	88
2024 Q2	$234K	Sell	2,883 -215	-7%	-$17.5K	0.14%	99
2024 Q1	$261K	Hold	3,098	–	–	0.15%	99
2023 Q4	$241K	Buy	+3,098	New	+$220K	0.14%	98
2023 Q3	–	Sell	-93	Closed	-$6.8K	–	299
2023 Q2	$6.8K	Buy	+93	New	+$6.47K	﹤0.01%	357

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fairfield, Bush & Co's IWR Position: Q1 2026 in Review

Fairfield, Bush & Co held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 5,990 shares worth $582K. The position accounts for 0.32% of the portfolio, ranked #67.

Fairfield, Bush & Co first reported a position in IWR in Q2 2023 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Fairfield, Bush & Co held 5,990 shares of iShares Russell Mid-Cap ETF worth $582K as of Q1 2026.
Fairfield, Bush & Co left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.32% of Fairfield, Bush & Co's portfolio in Q1 2026, its #67 holding.
Fairfield, Bush & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Fairfield, Bush & Co's 13F filing for Q1 2026, filed 12 May 2026.