Great Oak Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Great Oak Capital Partners’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	$341K	Buy	3,107 +9	+0.3%	+$947	0.07%	36
2026 Q1	$314K	Buy	3,098 +8	+0.3%	+$799	0.07%	38
2025 Q4	$301K	Buy	3,090 +12	+0.4%	+$1.15K	0.08%	35
2025 Q3	$297K	Buy	3,078 +11	+0.4%	+$1.04K	0.08%	41
2025 Q2	$286K	Buy	3,067 +18	+0.6%	+$1.55K	0.08%	32
2025 Q1	$269K	Hold	3,049	–	–	0.09%	32
2024 Q4	$269K	Hold	3,049	–	–	0.09%	32
2024 Q3	$268K	Hold	3,049	–	–	0.09%	33
2024 Q2	$250K	Hold	3,049	–	–	0.09%	33
2024 Q1	$256K	Hold	3,049	–	–	0.11%	29
2023 Q4	$237K	Buy	+3,049	New	+$217K	0.13%	30

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

Great Oak Capital Partners's IWR Position: Q2 2026 in Review

Great Oak Capital Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.29% in Q2 2026, buying an estimated $947 and bringing the position to 3,107 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #36.

Great Oak Capital Partners first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Great Oak Capital Partners held 3,107 shares of iShares Russell Mid-Cap ETF worth $341K as of Q2 2026.
Great Oak Capital Partners bought 9 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $947.
iShares Russell Mid-Cap ETF made up 0.07% of Great Oak Capital Partners's portfolio in Q2 2026, its #36 holding.
Great Oak Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.