Harris Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Harris Associates’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
2025 Q4	–	Sell	-1,000	Closed	-$96.5K	–	177
2025 Q3	$96.5K	Hold	1,000	–	–	﹤0.01%	172
2025 Q2	$91.9K	Buy	+1,000	New	+$86.4K	﹤0.01%	168

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

Harris Associates's IWR Position: Q4 2025 in Review

Harris Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 1,000 shares — an estimated $96.5K sold.

Harris Associates first reported a position in IWR in Q2 2025 and held it in 2 quarters. The position peaked at $96.5K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Harris Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
Harris Associates sold 1,000 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $96.5K.
Harris Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 2 quarters.
Harris Associates's iShares Russell Mid-Cap ETF position peaked at $96.5K in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Harris Associates's 13F filing for Q4 2025, filed 17 Feb 2026.