Herold Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Herold 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	$369K	Sell	3,800 -1,200	-24%	-$120K	0.08%	196
2025 Q4	$481K	Hold	5,000	–	–	0.11%	169
2025 Q3	$483K	Buy	5,000 +1,450	+41%	+$137K	0.11%	161
2025 Q2	$326K	Sell	3,550 -1,450	-29%	-$125K	0.07%	225
2025 Q1	$425K	Hold	5,000	–	–	0.09%	188
2024 Q4	$442K	Hold	5,000	–	–	0.1%	194
2024 Q3	$441K	Hold	5,000	–	–	0.1%	197
2024 Q2	$405K	Hold	5,000	–	–	0.09%	197
2024 Q1	$420K	Hold	5,000	–	–	0.1%	195
2023 Q4	$389K	Hold	5,000	–	–	0.11%	185
2023 Q3	$346K	Hold	5,000	–	–	0.11%	190
2023 Q2	$365K	Hold	5,000	–	–	0.11%	180
2023 Q1	$350K	Hold	5,000	–	–	0.12%	167
2022 Q4	$337K	Hold	5,000	–	–	0.14%	146
2022 Q3	$310K	Hold	5,000	–	–	0.15%	148
2022 Q2	$323K	Hold	5,000	–	–	0.14%	149
2022 Q1	$390K	Hold	5,000	–	–	0.14%	143
2021 Q4	$415K	Hold	5,000	–	–	0.16%	141
2021 Q3	$391K	Buy	+5,000	New	+$401K	0.15%	144

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

Herold Advisors's IWR Position: Q1 2026 in Review

Herold Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 24% in Q1 2026, selling an estimated $120K and leaving 3,800 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #196.

Herold Advisors first reported a position in IWR in Q3 2021 and has held it in 19 quarters since. The position peaked at $483K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Herold Advisors held 3,800 shares of iShares Russell Mid-Cap ETF worth $369K as of Q1 2026.
Herold Advisors sold 1,200 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $120K.
iShares Russell Mid-Cap ETF made up 0.08% of Herold Advisors's portfolio in Q1 2026, its #196 holding.
Herold Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's iShares Russell Mid-Cap ETF position peaked at $483K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.