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

First Trust 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 Q2	$782K	Buy	7,086 +1,768	+33%	+$186K	﹤0.01%	2302
2026 Q1	$517K	Buy	5,318 +13	+0.2%	+$1.3K	﹤0.01%	2344
2025 Q4	$511K	Buy	5,305 +3,051	+135%	+$293K	﹤0.01%	2338
2025 Q3	$218K	Hold	2,254	–	–	﹤0.01%	2488
2025 Q2	$207K	Sell	2,254 -996	-31%	-$86K	﹤0.01%	2517
2025 Q1	$276K	Buy	3,250 +867	+36%	+$77.3K	﹤0.01%	2392
2024 Q4	$211K	Buy	+2,383	New	+$216K	﹤0.01%	2469

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 Trust Advisors's IWR Position: Q2 2026 in Review

First Trust Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 33% in Q2 2026, buying an estimated $186K and bringing the position to 7,086 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #2302.

First Trust Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First Trust Advisors held 7,086 shares of iShares Russell Mid-Cap ETF worth $782K as of Q2 2026.
First Trust Advisors bought 1,768 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $186K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #2302 holding.
First Trust Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.