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

Firestone 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 Q1	$216K	Hold	2,224	–	–	0.05%	152
2025 Q4	$214K	Hold	2,224	–	–	0.05%	157
2025 Q3	$215K	Hold	2,224	–	–	0.05%	156
2025 Q2	$205K	Buy	+2,224	New	+$192K	0.05%	154
2025 Q1	–	Sell	-2,336	Closed	-$207K	–	155
2024 Q4	$207K	Hold	2,336	–	–	0.05%	150
2024 Q3	$206K	Buy	+2,336	New	+$197K	0.05%	149
2021 Q4	–	Sell	-2,336	Closed	-$185K	–	274
2021 Q3	$185K	Hold	2,336	–	–	0.06%	125
2021 Q2	$185K	Hold	2,336	–	–	0.07%	122
2021 Q1	$173K	Hold	2,336	–	–	0.06%	121
2020 Q4	$160K	Hold	2,336	–	–	0.06%	119
2020 Q3	$134K	Hold	2,336	–	–	0.06%	114
2020 Q2	$125K	Hold	2,336	–	–	0.06%	115
2020 Q1	$101K	Sell	2,336 -348	-13%	-$19.2K	0.05%	126
2019 Q4	$160K	Buy	+2,684	New	+$154K	0.07%	112

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

Firestone Capital Management's IWR Position: Q1 2026 in Review

Firestone Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,224 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #152.

Firestone Capital Management first reported a position in IWR in Q4 2019 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Firestone Capital Management held 2,224 shares of iShares Russell Mid-Cap ETF worth $216K as of Q1 2026.
Firestone Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Firestone Capital Management's portfolio in Q1 2026, its #152 holding.
Firestone Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Firestone Capital Management's 13F filing for Q1 2026, filed 8 May 2026.