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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
Q2 		$340K Buy
3,086
+373
+14% +$39.2K 0.02% 177
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 $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Grandfield & Dodd's IWR Position: Q2 2026 in Review

Grandfield & Dodd increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q2 2026, buying an estimated $39.2K and bringing the position to 3,086 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #177.

Grandfield & Dodd first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Grandfield & Dodd held 3,086 shares of iShares Russell Mid-Cap ETF worth $340K as of Q2 2026.
  • Grandfield & Dodd bought 373 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $39.2K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Grandfield & Dodd's portfolio in Q2 2026, its #177 holding.
  • Grandfield & Dodd first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.