Frank Rimerman Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Frank Rimerman 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	$3.06M	Buy	27,725 +30	+0.1%	+$3.15K	0.17%	96
2026 Q1	$2.69M	Buy	27,695 +30	+0.1%	+$3K	0.18%	98
2025 Q4	$2.66M	Sell	27,665 -363	-1%	-$34.9K	0.17%	100
2025 Q3	$2.71M	Buy	28,028 +36	+0.1%	+$3.41K	0.17%	95
2025 Q2	$2.57M	Buy	27,992 +33	+0.1%	+$2.85K	0.17%	96
2025 Q1	$2.38M	Sell	27,959 -748	-3%	-$66.7K	0.19%	91
2024 Q4	$2.54M	Sell	28,707 -142	-0.5%	-$12.9K	0.18%	84
2024 Q3	$2.54M	Buy	28,849 +49	+0.2%	+$4.13K	0.18%	96
2024 Q2	$2.34M	Buy	28,800 +30	+0.1%	+$2.44K	0.17%	105
2024 Q1	$2.42M	Sell	28,770 -170	-0.6%	-$13.5K	0.47%	29
2023 Q4	$2.25M	Buy	28,940 +104	+0.4%	+$7.39K	0.47%	28
2023 Q3	$2M	Hold	28,836	–	–	0.48%	29
2023 Q2	$2.11M	Buy	28,836 +30	+0.1%	+$2.09K	0.5%	30
2023 Q1	$2.01M	Buy	28,806 +42	+0.1%	+$2.97K	0.56%	30
2022 Q4	$1.94M	Buy	28,764 +113	+0.4%	+$7.62K	0.6%	28
2022 Q3	$1.78M	Hold	28,651	–	–	0.64%	25
2022 Q2	$1.85M	Buy	28,651 +36	+0.1%	+$2.56K	0.71%	26
2022 Q1	$2.23M	Buy	28,615 +30	+0.1%	+$2.31K	0.72%	23
2021 Q4	$2.37M	Buy	28,585 +74	+0.3%	+$6.07K	0.8%	22
2021 Q3	$2.23M	Hold	28,511	–	–	0.86%	21
2021 Q2	$2.26M	Hold	28,511	–	–	0.88%	19
2021 Q1	$2.11M	Hold	28,511	–	–	0.93%	18
2020 Q4	$1.95M	Buy	+28,511	New	+$1.82M	0.89%	21

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

Frank Rimerman Advisors's IWR Position: Q2 2026 in Review

Frank Rimerman Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.11% in Q2 2026, buying an estimated $3.15K and bringing the position to 27,725 shares worth $3.06M. The position accounts for 0.17% of the portfolio, ranked #96.

Frank Rimerman Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Frank Rimerman Advisors held 27,725 shares of iShares Russell Mid-Cap ETF worth $3.06M as of Q2 2026.
Frank Rimerman Advisors bought 30 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.15K.
iShares Russell Mid-Cap ETF made up 0.17% of Frank Rimerman Advisors's portfolio in Q2 2026, its #96 holding.
Frank Rimerman Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.