Fairview Capital Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fairview Capital Investment 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	$328K	Sell	2,972 -25	-0.8%	-$2.63K	0.02%	168
2026 Q1	$291K	Buy	+2,997	New	+$299K	0.02%	164
2025 Q3	–	Sell	-2,328	Closed	-$214K	–	178
2025 Q2	$214K	Buy	+2,328	New	+$201K	0.01%	160
2025 Q1	–	Sell	-2,328	Closed	-$206K	–	162
2024 Q4	$206K	Hold	2,328	–	–	0.01%	161
2024 Q3	$205K	Buy	+2,328	New	+$196K	0.01%	152

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

Fairview Capital Investment Management's IWR Position: Q2 2026 in Review

Fairview Capital Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.83% in Q2 2026, selling an estimated $2.63K and leaving 2,972 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #168.

Fairview Capital Investment Management first reported a position in IWR in Q3 2024 and has held it in 5 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fairview Capital Investment Management held 2,972 shares of iShares Russell Mid-Cap ETF worth $328K as of Q2 2026.
Fairview Capital Investment Management sold 25 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.63K.
iShares Russell Mid-Cap ETF made up 0.02% of Fairview Capital Investment Management's portfolio in Q2 2026, its #168 holding.
Fairview Capital Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 5 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fairview Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.