Glass Jacobson Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Glass Jacobson Investment 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	$64.9K	Sell	668 -248	-27%	-$24.8K	0.02%	286
2025 Q4	$88.2K	Buy	916 +3	+0.3%	+$288	0.03%	250
2025 Q3	$88.2K	Buy	913 +193	+27%	+$18.3K	0.03%	245
2025 Q2	$66.3K	Buy	720 +484	+205%	+$41.8K	0.03%	266
2025 Q1	$20.9K	Hold	236	–	–	0.01%	498
2024 Q4	$20.9K	Hold	236	–	–	0.01%	498
2024 Q3	$20.8K	Sell	236 -189	-44%	-$15.9K	0.01%	486
2024 Q2	$34.4K	Buy	425 +6	+1%	+$488	0.01%	398
2024 Q1	$35.2K	Sell	419 -1,722	-80%	-$136K	0.01%	398
2023 Q4	$166K	Sell	2,141 -559	-21%	-$39.7K	0.07%	223
2023 Q3	$187K	Buy	2,700 +437	+19%	+$31.9K	0.09%	203
2023 Q2	$165K	Buy	+2,263	New	+$157K	0.08%	208
2022 Q4	$123K	Buy	+1,823	New	+$123K	0.06%	244

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

Glass Jacobson Investment Advisors's IWR Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 27% in Q1 2026, selling an estimated $24.8K and leaving 668 shares worth $64.9K. The position accounts for 0.02% of the portfolio, ranked #286.

Glass Jacobson Investment Advisors first reported a position in IWR in Q4 2022 and has held it in 13 quarters since. The position peaked at $187K in Q3 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Glass Jacobson Investment Advisors held 668 shares of iShares Russell Mid-Cap ETF worth $64.9K as of Q1 2026.
Glass Jacobson Investment Advisors sold 248 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $24.8K.
iShares Russell Mid-Cap ETF made up 0.02% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #286 holding.
Glass Jacobson Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $187K in Q3 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.