FWL Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

FWL Investment 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	$4.3K	Hold	39	–	–	﹤0.01%	367
2026 Q1	$3.79K	Hold	39	–	–	﹤0.01%	305
2025 Q4	$3.75K	Hold	39	–	–	﹤0.01%	328
2025 Q3	$3.77K	Sell	39 -1,720	-98%	-$163K	﹤0.01%	299
2025 Q2	$162K	Sell	1,759 -50	-3%	-$4.32K	0.05%	96
2025 Q1	$154K	Hold	1,809	–	–	0.06%	89
2024 Q4	$160K	Hold	1,809	–	–	0.06%	88
2024 Q3	$159K	Buy	1,809 +39	+2%	+$3.29K	0.06%	78
2024 Q2	$144K	Sell	1,770 -90	-5%	-$7.33K	0.07%	58
2024 Q1	$156K	Hold	1,860	–	–	0.09%	60
2023 Q4	$145K	Hold	1,860	–	–	0.08%	54
2023 Q3	$129K	Buy	+1,860	New	+$136K	0.09%	51
2023 Q2	–	Sell	-1,860	Closed	-$130K	–	62
2023 Q1	$130K	Sell	1,860 -340	-15%	-$24K	0.1%	50
2022 Q4	$148K	Buy	+2,200	New	+$148K	0.11%	53

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

FWL Investment Management's IWR Position: Q2 2026 in Review

FWL Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 39 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

FWL Investment Management first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $162K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

FWL Investment Management held 39 shares of iShares Russell Mid-Cap ETF worth $4.3K as of Q2 2026.
FWL Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #367 holding.
FWL Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
FWL Investment Management's iShares Russell Mid-Cap ETF position peaked at $162K in Q2 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.