Fisher Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fisher Asset 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 Q2	$385K	Sell	3,489 -427	-11%	-$44.9K	﹤0.01%	868
2026 Q1	$381K	Buy	3,916 +189	+5%	+$18.9K	﹤0.01%	846
2025 Q4	$359K	Buy	3,727 +129	+4%	+$12.4K	﹤0.01%	848
2025 Q3	$347K	Buy	+3,598	New	+$341K	﹤0.01%	852
2025 Q2	–	Sell	-4,256	Closed	-$362K	–	1034
2025 Q1	$362K	Buy	4,256 +57	+1%	+$5.08K	﹤0.01%	856
2024 Q4	$371K	Buy	+4,199	New	+$381K	﹤0.01%	823
2024 Q3	–	Sell	-4,044	Closed	-$328K	–	968
2024 Q2	$328K	Buy	+4,044	New	+$329K	﹤0.01%	863
2023 Q3	–	Sell	-3,848	Closed	-$281K	–	1223
2023 Q2	$281K	Buy	+3,848	New	+$268K	﹤0.01%	965
2021 Q4	–	Sell	-3,542	Closed	-$277K	–	985
2021 Q3	$277K	Sell	3,542 -741	-17%	-$59.4K	﹤0.01%	818
2021 Q2	$339K	Buy	4,283 +450	+12%	+$34.9K	﹤0.01%	785
2021 Q1	$283K	Buy	3,833 +800	+26%	+$57.8K	﹤0.01%	800
2020 Q4	$208K	Buy	+3,033	New	+$193K	﹤0.01%	864
2019 Q3	–	Sell	-4,048	Closed	-$226K	–	853
2019 Q2	$226K	Buy	+4,048	New	+$222K	﹤0.01%	782
2018 Q1	–	Sell	-13,400	Closed	-$697K	–	798
2017 Q4	$697K	Buy	+13,400	New	+$680K	﹤0.01%	614
2017 Q3	–	Sell	-6,232	Closed	-$299K	–	805
2017 Q2	$299K	Buy	6,232 +1,780	+40%	+$84.4K	﹤0.01%	652
2017 Q1	$208K	Buy	+4,452	New	+$206K	﹤0.01%	684

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Fisher Asset Management's IWR Position: Q2 2026 in Review

Fisher Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $44.9K and leaving 3,489 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Fisher Asset Management first reported a position in IWR in Q1 2017 and has held it in 16 quarters since. The position peaked at $697K in Q4 2017. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fisher Asset Management held 3,489 shares of iShares Russell Mid-Cap ETF worth $385K as of Q2 2026.
Fisher Asset Management sold 427 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $44.9K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #868 holding.
Fisher Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 16 quarters since.
Fisher Asset Management's iShares Russell Mid-Cap ETF position peaked at $697K in Q4 2017.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.