Ferguson Wellman Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ferguson Wellman Capital 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	$252K	Sell	2,282 -9	-0.4%	-$947	﹤0.01%	395
2026 Q1	$223K	Buy	+2,291	New	+$229K	﹤0.01%	385
2022 Q2	–	Sell	-3,249	Closed	-$254K	–	319
2022 Q1	$254K	Buy	+3,249	New	+$250K	0.01%	301
2021 Q2	–	Sell	-7,157	Closed	-$529K	–	349
2021 Q1	$529K	Sell	7,157 -140	-2%	-$10.1K	0.02%	229
2020 Q4	$500K	Sell	7,297 -100	-1%	-$6.37K	0.01%	282
2020 Q3	$424K	Sell	7,397 -378	-5%	-$21.5K	0.01%	274
2020 Q2	$417K	Hold	7,775	–	–	0.01%	268
2020 Q1	$336K	Sell	7,775 -7,238	-48%	-$398K	0.01%	264
2019 Q4	$895K	Buy	15,013 +4,137	+38%	+$238K	0.03%	223
2019 Q3	$609K	Hold	10,876	–	–	0.02%	246
2019 Q2	$608K	Sell	10,876 -800	-7%	-$43.9K	0.02%	235
2019 Q1	$630K	Hold	11,676	–	–	0.02%	236
2018 Q4	$543K	Hold	11,676	–	–	0.02%	243
2018 Q3	$644K	Hold	11,676	–	–	0.02%	222
2018 Q2	$619K	Hold	11,676	–	–	0.02%	232
2018 Q1	$603K	Sell	11,676 -1,000	-8%	-$52.7K	0.02%	232
2017 Q4	$660K	Sell	12,676 -2,380	-16%	-$121K	0.02%	224
2017 Q3	$742K	Buy	15,056 +7,468	+98%	+$360K	0.03%	203
2017 Q2	$364K	Sell	7,588 -2,204	-23%	-$104K	0.01%	262
2017 Q1	$458K	Buy	+9,792	New	+$454K	0.02%	237

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

Ferguson Wellman Capital Management's IWR Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.39% in Q2 2026, selling an estimated $947 and leaving 2,282 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Ferguson Wellman Capital Management first reported a position in IWR in Q1 2017 and has held it in 20 quarters since. The position peaked at $895K in Q4 2019. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ferguson Wellman Capital Management held 2,282 shares of iShares Russell Mid-Cap ETF worth $252K as of Q2 2026.
Ferguson Wellman Capital Management sold 9 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $947.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #395 holding.
Ferguson Wellman Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 20 quarters since.
Ferguson Wellman Capital Management's iShares Russell Mid-Cap ETF position peaked at $895K in Q4 2019.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.