Foster Dykema Cabot & Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Foster Dykema Cabot & Partners’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	$536K	Sell	5,509 -842	-13%	-$84.1K	0.03%	70
2025 Q4	$611K	Sell	6,351 -1,562	-20%	-$150K	0.04%	70
2025 Q3	$764K	Buy	7,913 +144	+2%	+$13.7K	0.05%	65
2025 Q2	$712K	Hold	7,769	–	–	0.05%	65
2025 Q1	$661K	Sell	7,769 -1,359	-15%	-$121K	0.05%	62
2024 Q4	$807K	Hold	9,128	–	–	0.06%	60
2024 Q3	$805K	Buy	9,128 +1,950	+27%	+$164K	0.07%	58
2024 Q2	$582K	Sell	7,178 -72	-1%	-$5.86K	0.05%	58
2024 Q1	$610K	Buy	7,250 +72	+1%	+$5.71K	0.06%	59
2023 Q4	$558K	Buy	+7,178	New	+$510K	0.06%	55

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

Foster Dykema Cabot & Partners's IWR Position: Q1 2026 in Review

Foster Dykema Cabot & Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, selling an estimated $84.1K and leaving 5,509 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #70.

Foster Dykema Cabot & Partners first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $807K in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Foster Dykema Cabot & Partners held 5,509 shares of iShares Russell Mid-Cap ETF worth $536K as of Q1 2026.
Foster Dykema Cabot & Partners sold 842 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $84.1K.
iShares Russell Mid-Cap ETF made up 0.03% of Foster Dykema Cabot & Partners's portfolio in Q1 2026, its #70 holding.
Foster Dykema Cabot & Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Foster Dykema Cabot & Partners's iShares Russell Mid-Cap ETF position peaked at $807K in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2026, filed 14 May 2026.