Hirtle Callaghan & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hirtle Callaghan & Co’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	$1.4M	Buy	14,431 +9,288	+181%	+$928K	0.05%	58
2025 Q4	$495K	Hold	5,143	–	–	0.02%	86
2025 Q3	$497K	Hold	5,143	–	–	0.02%	81
2025 Q2	$473K	Hold	5,143	–	–	0.02%	84
2025 Q1	$438K	Sell	5,143 -2,095	-29%	-$187K	0.02%	88
2024 Q4	$640K	Buy	7,238 +2,095	+41%	+$190K	0.03%	76
2024 Q3	$453K	Hold	5,143	–	–	0.02%	83
2024 Q2	$417K	Hold	5,143	–	–	0.02%	81
2024 Q1	$432K	Buy	5,143 +2,305	+81%	+$183K	0.02%	80
2023 Q4	$221K	Buy	+2,838	New	+$202K	0.01%	89
2023 Q3	–	Sell	-2,838	Closed	-$207K	–	84
2023 Q2	$207K	Sell	2,838 -34,165	-92%	-$2.38M	0.01%	78
2023 Q1	$2.59M	Sell	37,003 -439	-1%	-$31K	0.13%	39
2022 Q4	$2.53M	Sell	37,442 -765	-2%	-$51.6K	0.15%	47
2022 Q3	$2.38M	Sell	38,207 -39,692	-51%	-$2.73M	0.17%	45
2022 Q2	$5.04M	Sell	77,899 -13,549	-15%	-$964K	0.3%	29
2022 Q1	$7.14M	Buy	91,448 +27,378	+43%	+$2.11M	0.35%	25
2021 Q4	$5.32M	Buy	64,070 +61,035	+2,011%	+$5.01M	0.27%	24
2021 Q3	$237K	Buy	+3,035	New	+$243K	0.01%	47
2019 Q3	–	Sell	-280	Closed	-$16K	–	42
2019 Q2	$16K	Hold	280	–	–	﹤0.01%	41
2019 Q1	$15K	Hold	280	–	–	﹤0.01%	39
2018 Q4	$13K	Hold	280	–	–	﹤0.01%	107
2018 Q3	$15K	Hold	280	–	–	﹤0.01%	102
2018 Q2	$15K	Hold	280	–	–	﹤0.01%	102
2018 Q1	$14K	Hold	280	–	–	﹤0.01%	98
2017 Q4	$15K	Hold	280	–	–	﹤0.01%	112
2017 Q3	$14K	Hold	280	–	–	﹤0.01%	166
2017 Q2	$13K	Hold	280	–	–	﹤0.01%	156
2017 Q1	$13K	Hold	280	–	–	﹤0.01%	165
2016 Q4	$13K	Hold	280	–	–	﹤0.01%	130
2016 Q3	$12K	Hold	280	–	–	﹤0.01%	185
2016 Q2	$12K	Hold	280	–	–	﹤0.01%	159
2016 Q1	$11K	Hold	280	–	–	﹤0.01%	161
2015 Q4	$11K	Hold	280	–	–	﹤0.01%	151
2015 Q3	$11K	Buy	+280	New	+$11.6K	﹤0.01%	168
2014 Q4	–	Sell	-30,568	Closed	-$1.21M	–	592
2014 Q3	$1.21M	Hold	30,568	–	–	0.2%	60
2014 Q2	$1.24M	Buy	30,568 +13,228	+76%	+$516K	0.17%	81
2014 Q1	$671K	Hold	17,340	–	–	0.11%	111
2013 Q4	$650K	Buy	17,340 +7,340	+73%	+$265K	0.09%	115
2013 Q3	$348K	Buy	+10,000	New	+$342K	0.06%	171

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

Hirtle Callaghan & Co's IWR Position: Q1 2026 in Review

Hirtle Callaghan & Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 181% in Q1 2026, buying an estimated $928K and bringing the position to 14,431 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #58.

Hirtle Callaghan & Co first reported a position in IWR in Q3 2013 and has held it in 39 quarters since. The position peaked at $7.14M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Hirtle Callaghan & Co held 14,431 shares of iShares Russell Mid-Cap ETF worth $1.4M as of Q1 2026.
Hirtle Callaghan & Co bought 9,288 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $928K.
iShares Russell Mid-Cap ETF made up 0.05% of Hirtle Callaghan & Co's portfolio in Q1 2026, its #58 holding.
Hirtle Callaghan & Co first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 39 quarters since.
Hirtle Callaghan & Co's iShares Russell Mid-Cap ETF position peaked at $7.14M in Q1 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2026, filed 13 May 2026.