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Grandfield & Dodd’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Grandfield & Dodd’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 		$264K Hold
2,713
– – 0.01% 187
2025
Q4 		$261K Hold
2,713
– – 0.01% 188
2025
Q3 		$262K Hold
2,713
– – 0.01% 194
2025
Q2 		$250K Buy
2,713
+38
+1% +$3.28K 0.01% 196
2025
Q1 		$228K Buy
+2,675
New +$239K 0.01% 192
2024
Q4 		– Sell
-2,675
Closed -$236K – 208
2024
Q3 		$236K Buy
+2,675
New +$225K 0.01% 198

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Grandfield & Dodd's IWR Position: Q1 2026 in Review

Grandfield & Dodd held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,713 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #187.

Grandfield & Dodd first reported a position in IWR in Q3 2024 and has held it in 6 quarters since. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Grandfield & Dodd held 2,713 shares of iShares Russell Mid-Cap ETF worth $264K as of Q1 2026.
  • Grandfield & Dodd left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of Grandfield & Dodd's portfolio in Q1 2026, its #187 holding.
  • Grandfield & Dodd first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 6 quarters since.
  • 1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.