Fourpath Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fourpath Capital 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 Q1	$531K	Hold	5,465	–	–	0.08%	157
2025 Q4	$526K	Hold	5,465	–	–	0.07%	147
2025 Q3	$528K	Hold	5,465	–	–	0.08%	147
2025 Q2	$503K	Hold	5,465	–	–	0.08%	140
2025 Q1	$465K	Hold	5,465	–	–	0.08%	148
2024 Q4	$483K	Hold	5,465	–	–	0.09%	145
2024 Q3	$482K	Hold	5,465	–	–	0.09%	145
2024 Q2	$443K	Sell	5,465 -67	-1%	-$5.45K	0.33%	73
2024 Q1	$465K	Hold	5,532	–	–	0.32%	77
2023 Q4	$430K	Sell	5,532 -26	-0.5%	-$1.85K	0.29%	81
2023 Q3	$385K	Buy	+5,558	New	+$405K	0.29%	79
2023 Q2	–	Sell	-5,585	Closed	-$391K	–	116
2023 Q1	$391K	Sell	5,585 -82	-1%	-$5.79K	0.27%	84
2022 Q4	$382K	Sell	5,667 -135	-2%	-$9.1K	0.28%	79
2022 Q3	$361K	Hold	5,802	–	–	0.25%	82
2022 Q2	$375K	Sell	5,802 -5	-0.1%	-$356	0.23%	92
2022 Q1	$453K	Hold	5,807	–	–	0.18%	92
2021 Q4	$482K	Buy	+5,807	New	+$477K	0.19%	93

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

Fourpath Capital Management's IWR Position: Q1 2026 in Review

Fourpath Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 5,465 shares worth $531K. The position accounts for 0.08% of the portfolio, ranked #157.

Fourpath Capital Management first reported a position in IWR in Q4 2021 and has held it in 17 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Fourpath Capital Management held 5,465 shares of iShares Russell Mid-Cap ETF worth $531K as of Q1 2026.
Fourpath Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Fourpath Capital Management's portfolio in Q1 2026, its #157 holding.
Fourpath Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.