First Growth Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Growth Capital’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	–	Sell	-2,125	Closed	-$208K	–	144
2026 Q1	$208K	Sell	2,125 -66	-3%	-$6.59K	0.19%	126
2025 Q4	$224K	Buy	+2,191	New	+$211K	0.2%	117

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

First Growth Capital's IWR Position: Q2 2026 in Review

First Growth Capital sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 2,125 shares — an estimated $208K sold.

First Growth Capital first reported a position in IWR in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First Growth Capital reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
First Growth Capital sold 2,125 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $208K.
First Growth Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 2 quarters.
First Growth Capital's iShares Russell Mid-Cap ETF position peaked at $224K in Q4 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First Growth Capital's 13F filing for Q2 2026, filed 16 Jul 2026.