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

First Manhattan’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	$291K	Sell	2,989 -131	-4%	-$13.1K	﹤0.01%	667
2025 Q4	$300K	Sell	3,120 -518	-14%	-$49.8K	﹤0.01%	645
2025 Q3	$351K	Hold	3,638	–	–	﹤0.01%	603
2025 Q2	$335K	Sell	3,638 -950	-21%	-$82.1K	﹤0.01%	602
2025 Q1	$390K	Buy	4,588 +399	+10%	+$35.6K	﹤0.01%	548
2024 Q4	$370K	Buy	4,189 +704	+20%	+$63.9K	﹤0.01%	561
2024 Q3	$307K	Sell	3,485 -201	-5%	-$16.9K	﹤0.01%	574
2024 Q2	$299K	Hold	3,686	–	–	﹤0.01%	573
2024 Q1	$310K	Hold	3,686	–	–	﹤0.01%	581
2023 Q4	$287K	Hold	3,686	–	–	﹤0.01%	581
2023 Q3	$255K	Buy	3,686 +420	+13%	+$30.6K	﹤0.01%	618
2023 Q2	$239K	Buy	3,266 +1,365	+72%	+$94.9K	﹤0.01%	626
2023 Q1	$133K	Sell	1,901 -1	-0.1%	-$71	﹤0.01%	753
2022 Q4	$128K	Sell	1,902 -497	-21%	-$33.5K	﹤0.01%	788
2022 Q3	$149K	Buy	2,399 +498	+26%	+$34.3K	﹤0.01%	739
2022 Q2	$122K	Hold	1,901	–	–	﹤0.01%	805
2022 Q1	$148K	Sell	1,901 -200	-10%	-$15.4K	﹤0.01%	814
2021 Q4	$174K	Hold	2,101	–	–	﹤0.01%	773
2021 Q3	$164K	Hold	2,101	–	–	﹤0.01%	773
2021 Q2	$166K	Hold	2,101	–	–	﹤0.01%	769
2021 Q1	$155K	Buy	2,101 +601	+40%	+$43.4K	﹤0.01%	752
2020 Q4	$102K	Sell	1,500 -1,568	-51%	-$99.9K	﹤0.01%	784
2020 Q3	$176K	Hold	3,068	–	–	﹤0.01%	671
2020 Q2	$164K	Sell	3,068 -180	-6%	-$9.02K	﹤0.01%	685
2020 Q1	$140K	Hold	3,248	–	–	﹤0.01%	681
2019 Q4	$193K	Hold	3,248	–	–	﹤0.01%	697
2019 Q3	$181K	Hold	3,248	–	–	﹤0.01%	701
2019 Q2	$181K	Sell	3,248 -624	-16%	-$34.2K	﹤0.01%	721
2019 Q1	$208K	Hold	3,872	–	–	﹤0.01%	708
2018 Q4	$179K	Buy	3,872 +180	+5%	+$9.08K	﹤0.01%	701
2018 Q3	$203K	Hold	3,692	–	–	﹤0.01%	719
2018 Q2	$195K	Hold	3,692	–	–	﹤0.01%	704
2018 Q1	$190K	Hold	3,692	–	–	﹤0.01%	682
2017 Q4	$192K	Hold	3,692	–	–	﹤0.01%	720
2017 Q3	$181K	Hold	3,692	–	–	﹤0.01%	698
2017 Q2	$177K	Hold	3,692	–	–	﹤0.01%	699
2017 Q1	$172K	Hold	3,692	–	–	﹤0.01%	711
2016 Q4	$165K	Hold	3,692	–	–	﹤0.01%	709
2016 Q3	$160K	Hold	3,692	–	–	﹤0.01%	714
2016 Q2	$155K	Sell	3,692 -248	-6%	-$10.2K	﹤0.01%	729
2016 Q1	$160K	Buy	3,940 +624	+19%	+$23.7K	﹤0.01%	699
2015 Q4	$132K	Hold	3,316	–	–	﹤0.01%	752
2015 Q3	$128K	Hold	3,316	–	–	﹤0.01%	758
2015 Q2	$141K	Hold	3,316	–	–	﹤0.01%	760
2015 Q1	$143K	Buy	+3,316	New	+$141K	﹤0.01%	764

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

First Manhattan's IWR Position: Q1 2026 in Review

First Manhattan reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q1 2026, selling an estimated $13.1K and leaving 2,989 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

First Manhattan first reported a position in IWR in Q1 2015 and has held it in 45 quarters since. The position peaked at $390K in Q1 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

First Manhattan held 2,989 shares of iShares Russell Mid-Cap ETF worth $291K as of Q1 2026.
First Manhattan sold 131 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $13.1K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #667 holding.
First Manhattan first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 45 quarters since.
First Manhattan's iShares Russell Mid-Cap ETF position peaked at $390K in Q1 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.