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 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 $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

Frank Rimerman Advisors's IWR Position: Q1 2026 in Review

Frank Rimerman Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.11% in Q1 2026, buying an estimated $3K and bringing the position to 27,695 shares worth $2.69M. The position accounts for 0.18% of the portfolio, ranked #98.

Frank Rimerman Advisors first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.71M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Frank Rimerman Advisors held 27,695 shares of iShares Russell Mid-Cap ETF worth $2.69M as of Q1 2026.
Frank Rimerman Advisors bought 30 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3K.
iShares Russell Mid-Cap ETF made up 0.18% of Frank Rimerman Advisors's portfolio in Q1 2026, its #98 holding.
Frank Rimerman Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Frank Rimerman Advisors's iShares Russell Mid-Cap ETF position peaked at $2.71M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.