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First Foundation Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Foundation Advisors’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 		$53.8M Buy
553,804
+35,791
+7% +$3.58M 2.17% 11
2025
Q4 		$49.9M Buy
518,013
+10,618
+2% +$1.02M 1.88% 11
2025
Q3 		$49M Buy
507,395
+7,676
+2% +$728K 1.81% 11
2025
Q2 		$46M Sell
499,719
-990
-0.2% -$85.5K 1.7% 11
2025
Q1 		$42.6M Buy
500,709
+2,810
+0.6% +$251K 1.73% 11
2024
Q4 		$44M Buy
497,899
+28,664
+6% +$2.6M 1.66% 12
2024
Q3 		$41.4M Buy
469,235
+33,968
+8% +$2.86M 1.56% 13
2024
Q2 		$35.3M Buy
435,267
+14,127
+3% +$1.15M 1.35% 15
2024
Q1 		$35.4M Buy
421,140
+22,913
+6% +$1.82M 1.42% 14
2023
Q4 		$31M Buy
398,227
+50,823
+15% +$3.61M 1.41% 13
2023
Q3 		$24.1M Buy
347,404
+42,040
+14% +$3.07M 1.12% 19
2023
Q2 		$22.3M Buy
305,364
+7,948
+3% +$553K 0.96% 23
2023
Q1 		$20.8M Sell
297,416
-51,522
-15% -$3.64M 0.96% 24
2022
Q4 		$23.5M Buy
348,938
+105,821
+44% +$7.14M 1.13% 24
2022
Q3 		$15.1M Buy
243,117
+122,860
+102% +$8.45M 0.74% 37
2022
Q2 		$7.78M Buy
120,257
+111,655
+1,298% +$7.95M 0.34% 61
2022
Q1 		$671K Buy
8,602
+554
+7% +$42.6K 0.02% 228
2021
Q4 		$668K Buy
8,048
+360
+5% +$29.5K 0.02% 235
2021
Q3 		$601K Sell
7,688
-90
-1% -$7.21K 0.02% 251
2021
Q2 		$616K Buy
7,778
+100
+1% +$7.76K 0.02% 259
2021
Q1 		$568K Sell
7,678
-3
-0% -$217 0.02% 254
2020
Q4 		$527K Sell
7,681
-238
-3% -$15.2K 0.02% 254
2020
Q3 		$454K Hold
7,919
– – 0.02% 248
2020
Q2 		$424K Sell
7,919
-216
-3% -$10.8K 0.02% 245
2020
Q1 		$351K Buy
+8,135
New +$448K 0.02% 263

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Foundation Advisors's IWR Position: Q1 2026 in Review

First Foundation Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.9% in Q1 2026, buying an estimated $3.58M and bringing the position to 553,804 shares worth $53.8M. The position accounts for 2.17% of the portfolio, ranked #11.

First Foundation Advisors first reported a position in IWR in Q1 2020 and has held it in 25 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • First Foundation Advisors held 553,804 shares of iShares Russell Mid-Cap ETF worth $53.8M as of Q1 2026.
  • First Foundation Advisors bought 35,791 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.58M.
  • iShares Russell Mid-Cap ETF made up 2.17% of First Foundation Advisors's portfolio in Q1 2026, its #11 holding.
  • First Foundation Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.