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Hillman Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hillman Capital Management’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 		$238K Buy
2,449
+16
+0.7% +$1.6K 0.17% 53
2025
Q4 		$234K Hold
2,433
– – 0.15% 54
2025
Q3 		$235K Hold
2,433
– – 0.14% 52
2025
Q2 		$224K Buy
2,433
+4
+0.2% +$346 0.12% 50
2025
Q1 		$207K Buy
2,429
+3
+0.1% +$268 0.1% 51
2024
Q4 		$214K Sell
2,426
-56
-2% -$5.08K 0.08% 54
2024
Q3 		$219K Buy
2,482
+3
+0.1% +$253 0.08% 52
2024
Q2 		$201K Buy
2,479
+3
+0.1% +$244 0.07% 53
2024
Q1 		$208K Buy
2,476
+3
+0.1% +$238 0.07% 52
2023
Q4 		$192K Sell
2,473
-128
-5% -$9.09K 0.07% 52
2023
Q3 		$180K Sell
2,601
-73
-3% -$5.33K 0.07% 52
2023
Q2 		$195K Sell
2,674
-39
-1% -$2.71K 0.07% 54
2023
Q1 		$190K Buy
2,713
+38
+1% +$2.68K 0.07% 51
2022
Q4 		$180K Sell
2,675
-12
-0.4% -$809 0.07% 51
2022
Q3 		$167K Buy
2,687
+85
+3% +$5.85K 0.07% 48
2022
Q2 		$168K Buy
2,602
+32
+1% +$2.28K 0.06% 48
2022
Q1 		$201K Buy
2,570
+3
+0.1% +$231 0.06% 48
2021
Q4 		$213K Sell
2,567
-2
-0.1% -$164 0.07% 48
2021
Q3 		$201K Hold
2,569
– – 0.07% 49
2021
Q2 		$204K Sell
2,569
-12
-0.5% -$931 0.08% 46
2021
Q1 		$191K Buy
2,581
+103
+4% +$7.45K 0.08% 43
2020
Q4 		$170K Sell
2,478
-155
-6% -$9.87K 0.09% 46
2020
Q3 		$151K Buy
2,633
+86
+3% +$4.9K 0.11% 36
2020
Q2 		$137K Buy
2,547
+13
+0.5% +$652 0.1% 38
2020
Q1 		$109K Hold
2,534
– – 0.1% 36
2019
Q4 		$151K Buy
+2,534
New +$145K 0.11% 49

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
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Hillman Capital Management's IWR Position: Q1 2026 in Review

Hillman Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.66% in Q1 2026, buying an estimated $1.6K and bringing the position to 2,449 shares worth $238K. The position accounts for 0.17% of the portfolio, ranked #53.

Hillman Capital Management first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. 1,519 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Hillman Capital Management held 2,449 shares of iShares Russell Mid-Cap ETF worth $238K as of Q1 2026.
  • Hillman Capital Management bought 16 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.6K.
  • iShares Russell Mid-Cap ETF made up 0.17% of Hillman Capital Management's portfolio in Q1 2026, its #53 holding.
  • Hillman Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,519 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hillman Capital Management's 13F filing for Q1 2026, filed 15 May 2026.