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HeadInvest LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HeadInvest LLC’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 		$228K Buy
+2,066
New +$217K 0.04% 201
2024
Q4 		– Sell
-3,749
Closed -$330K – 240
2024
Q3 		$330K Buy
+3,749
New +$316K 0.06% 185
2023
Q4 		– Sell
-1,500
Closed -$103K – 459
2023
Q3 		$103K Buy
+1,500
New +$109K 0.02% 279

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

HeadInvest LLC's IWR Position: Q2 2026 in Review

HeadInvest LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,066 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #201 among its holdings. This is a return to the name: HeadInvest LLC previously reported a position in IWR as recently as Q3 2024.

HeadInvest LLC first reported a position in IWR in Q3 2023 and has held it in 3 quarters since. The position peaked at $330K in Q3 2024. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • HeadInvest LLC held 2,066 shares of iShares Russell Mid-Cap ETF worth $228K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new HeadInvest LLC position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.04% of HeadInvest LLC's portfolio in Q2 2026, its #201 holding.
  • HeadInvest LLC first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 3 quarters since.
  • HeadInvest LLC's iShares Russell Mid-Cap ETF position peaked at $330K in Q3 2024.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.