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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return