Hamilton Point Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hamilton Point Investment Advisors’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	$194K	Hold	1,759	–	–	0.03%	146
2026 Q1	$171K	Hold	1,759	–	–	0.03%	139
2025 Q4	$169K	Hold	1,759	–	–	0.03%	142
2025 Q3	$170K	Buy	1,759 +204	+13%	+$19.3K	0.03%	132
2025 Q2	$143K	Sell	1,555 -117	-7%	-$10.1K	0.02%	131
2025 Q1	$142K	Hold	1,672	–	–	0.03%	125
2024 Q4	$148K	Hold	1,672	–	–	0.03%	127
2024 Q3	$147K	Hold	1,672	–	–	0.03%	128
2024 Q2	$136K	Hold	1,672	–	–	0.03%	120
2024 Q1	$141K	Hold	1,672	–	–	0.03%	123
2023 Q4	$130K	Hold	1,672	–	–	0.03%	127
2023 Q3	$116K	Hold	1,672	–	–	0.03%	121
2023 Q2	$122K	Hold	1,672	–	–	0.03%	125
2023 Q1	$117K	Buy	+1,672	New	+$118K	0.03%	122

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

Hamilton Point Investment Advisors's IWR Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,759 shares worth $194K. The position accounts for 0.03% of the portfolio, ranked #146.

Hamilton Point Investment Advisors first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hamilton Point Investment Advisors held 1,759 shares of iShares Russell Mid-Cap ETF worth $194K as of Q2 2026.
Hamilton Point Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #146 holding.
Hamilton Point Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.