Hazlett, Burt & Watson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hazlett, Burt & Watson’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	$182K	Buy	1,885 +65	+4%	+$6.49K	0.06%	263
2025 Q4	$175K	Buy	1,820 +200	+12%	+$19.2K	0.06%	269
2025 Q3	$157K	Sell	1,620 -121	-7%	-$11.5K	0.06%	259
2025 Q2	$160K	Hold	1,741	–	–	0.07%	229
2025 Q1	$148K	Sell	1,741 -507	-23%	-$45.2K	0.07%	231
2024 Q4	$199K	Buy	2,248 +1	+0%	+$91	0.09%	201
2024 Q3	$198K	Buy	2,247 +1	+0%	+$84	0.09%	198
2024 Q2	$182K	Sell	2,246 -645	-22%	-$52.5K	0.09%	195
2024 Q1	$243K	Buy	2,891 +2,435	+534%	+$193K	0.15%	147
2023 Q4	$35K	Buy	456 +2	+0.4%	+$142	0.02%	355
2023 Q3	$31K	Sell	454 -216	-32%	-$15.8K	0.02%	363
2023 Q2	$50K	Buy	670 +549	+454%	+$38.2K	0.04%	297
2023 Q1	$8K	Sell	121 -11	-8%	-$777	0.01%	471
2022 Q4	$9K	Hold	132	–	–	0.01%	469
2022 Q3	$8K	Hold	132	–	–	0.01%	475
2022 Q2	$9K	Hold	132	–	–	0.01%	469
2022 Q1	$10K	Buy	+132	New	+$10.2K	0.01%	473

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

Hazlett, Burt & Watson's IWR Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q1 2026, buying an estimated $6.49K and bringing the position to 1,885 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #263.

Hazlett, Burt & Watson first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $243K in Q1 2024. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Hazlett, Burt & Watson held 1,885 shares of iShares Russell Mid-Cap ETF worth $182K as of Q1 2026.
Hazlett, Burt & Watson bought 65 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $6.49K.
iShares Russell Mid-Cap ETF made up 0.06% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #263 holding.
Hazlett, Burt & Watson first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's iShares Russell Mid-Cap ETF position peaked at $243K in Q1 2024.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.