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Grimes & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Grimes & Company’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 		$933K Buy
8,453
+545
+7% +$57.3K 0.02% 262
2026
Q1 		$769K Buy
7,908
+21
+0.3% +$2.1K 0.02% 256
2025
Q4 		$759K Sell
7,887
-425
-5% -$40.9K 0.02% 273
2025
Q3 		$803K Buy
8,312
+28
+0.3% +$2.65K 0.02% 251
2025
Q2 		$762K Sell
8,284
-2,395
-22% -$207K 0.02% 233
2025
Q1 		$908K Sell
10,679
-23
-0.2% -$2.05K 0.03% 192
2024
Q4 		$946K Buy
10,702
+708
+7% +$64.3K 0.03% 203
2024
Q3 		$881K Sell
9,994
-29
-0.3% -$2.44K 0.02% 194
2024
Q2 		$813K Buy
10,023
+1,772
+21% +$144K 0.02% 187
2024
Q1 		$694K Buy
8,251
+16
+0.2% +$1.27K 0.02% 204
2023
Q4 		$640K Sell
8,235
-3,559
-30% -$253K 0.02% 208
2023
Q3 		$817K Buy
11,794
+3,616
+44% +$264K 0.03% 172
2023
Q2 		$597K Buy
8,178
+1,616
+25% +$112K 0.02% 195
2023
Q1 		$459K Buy
+6,562
New +$463K 0.02% 210
2022
Q2 		– Sell
-2,912
Closed -$227K – 286
2022
Q1 		$227K Sell
2,912
-640
-18% -$49.3K 0.01% 271
2021
Q4 		$295K Sell
3,552
-155
-4% -$12.7K 0.01% 241
2021
Q3 		$290K Buy
3,707
+155
+4% +$12.4K 0.01% 246
2021
Q2 		$281K Hold
3,552
– – 0.01% 248
2021
Q1 		$263K Hold
3,552
– – 0.01% 239
2020
Q4 		$243K Buy
+3,552
New +$226K 0.01% 239

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

Grimes & Company's IWR Position: Q2 2026 in Review

Grimes & Company increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.9% in Q2 2026, buying an estimated $57.3K and bringing the position to 8,453 shares worth $933K. The position accounts for 0.02% of the portfolio, ranked #262.

Grimes & Company first reported a position in IWR in Q4 2020 and has held it in 20 quarters since. The position peaked at $946K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Grimes & Company held 8,453 shares of iShares Russell Mid-Cap ETF worth $933K as of Q2 2026.
  • Grimes & Company bought 545 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $57.3K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Grimes & Company's portfolio in Q2 2026, its #262 holding.
  • Grimes & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
  • Grimes & Company's iShares Russell Mid-Cap ETF position peaked at $946K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.