Greenleaf Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Greenleaf Trust’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	$3.09M	Sell	31,822 -2,050	-6%	-$205K	0.03%	144
2025 Q4	$3.26M	Sell	33,872 -10,295	-23%	-$990K	0.03%	133
2025 Q3	$4.26M	Sell	44,167 -35,795	-45%	-$3.39M	0.04%	114
2025 Q2	$7.35M	Sell	79,962 -2,798	-3%	-$242K	0.07%	76
2025 Q1	$7.04M	Buy	82,760 +7,744	+10%	+$691K	0.06%	82
2024 Q4	$6.63M	Sell	75,016 -1,156	-2%	-$105K	0.06%	86
2024 Q3	$6.71M	Buy	76,172 +1,228	+2%	+$103K	0.06%	90
2024 Q2	$6.08M	Hold	74,944	–	–	0.06%	88
2024 Q1	$6.3M	Buy	74,944 +72	+0.1%	+$5.71K	0.06%	90
2023 Q4	$5.82M	Buy	74,872 +6,089	+9%	+$433K	0.06%	90
2023 Q3	$4.76M	Buy	68,783 +6,173	+10%	+$450K	0.05%	89
2023 Q2	$4.57M	Sell	62,610 -1,827	-3%	-$127K	0.05%	91
2023 Q1	$4.51M	Sell	64,437 -3,027	-4%	-$214K	0.05%	95
2022 Q4	$4.55M	Buy	67,464 +11,335	+20%	+$764K	0.06%	91
2022 Q3	$3.49M	Buy	56,129 +35,598	+173%	+$2.45M	0.05%	99
2022 Q2	$1.33M	Buy	20,531 +2,247	+12%	+$160K	0.02%	183
2022 Q1	$1.43M	Hold	18,284	–	–	0.02%	183
2021 Q4	$1.52M	Buy	18,284 +1,088	+6%	+$89.3K	0.02%	171
2021 Q3	$1.34M	Hold	17,196	–	–	0.02%	176
2021 Q2	$1.36M	Hold	17,196	–	–	0.02%	178
2021 Q1	$1.27M	Buy	17,196 +2,368	+16%	+$171K	0.02%	174
2020 Q4	$1.02M	Buy	14,828 +1,893	+15%	+$121K	0.01%	181
2020 Q3	$742K	Hold	12,935	–	–	0.01%	218
2020 Q2	$693K	Hold	12,935	–	–	0.01%	217
2020 Q1	$558K	Hold	12,935	–	–	0.01%	210
2019 Q4	$771K	Hold	12,935	–	–	0.01%	198
2019 Q3	$724K	Sell	12,935 -965	-7%	-$53.9K	0.01%	209
2019 Q2	$777K	Hold	13,900	–	–	0.01%	198
2019 Q1	$750K	Hold	13,900	–	–	0.01%	189
2018 Q4	$646K	Sell	13,900 -2,232	-14%	-$113K	0.01%	212
2018 Q3	$889K	Hold	16,132	–	–	0.02%	188
2018 Q2	$856K	Buy	16,132 +200	+1%	+$10.5K	0.02%	181
2018 Q1	$822K	Hold	15,932	–	–	0.02%	172
2017 Q4	$829K	Buy	15,932 +1,932	+14%	+$98.1K	0.02%	175
2017 Q3	$690K	Hold	14,000	–	–	0.02%	181
2017 Q2	$672K	Hold	14,000	–	–	0.02%	165
2017 Q1	$655K	Sell	14,000 -740	-5%	-$34.3K	0.02%	139
2016 Q4	$659K	Sell	14,740 -20	-0.1%	-$875	0.02%	114
2016 Q3	$643K	Buy	+14,760	New	+$640K	0.02%	111

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

Greenleaf Trust's IWR Position: Q1 2026 in Review

Greenleaf Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.1% in Q1 2026, selling an estimated $205K and leaving 31,822 shares worth $3.09M. The position accounts for 0.03% of the portfolio, ranked #144.

Greenleaf Trust first reported a position in IWR in Q3 2016 and has held it in 39 quarters since. The position peaked at $7.35M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Greenleaf Trust held 31,822 shares of iShares Russell Mid-Cap ETF worth $3.09M as of Q1 2026.
Greenleaf Trust sold 2,050 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $205K.
iShares Russell Mid-Cap ETF made up 0.03% of Greenleaf Trust's portfolio in Q1 2026, its #144 holding.
Greenleaf Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 39 quarters since.
Greenleaf Trust's iShares Russell Mid-Cap ETF position peaked at $7.35M in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.