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HM Payson & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HM Payson & 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
Q2 		$438K Buy
3,970
+256
+7% +$26.9K 0.01% 319
2026
Q1 		$361K Hold
3,714
– – 0.01% 339
2025
Q4 		$358K Hold
3,714
– – 0.01% 340
2025
Q3 		$359K Sell
3,714
-400
-10% -$37.9K 0.01% 341
2025
Q2 		$378K Buy
4,114
+182
+5% +$15.7K 0.01% 321
2025
Q1 		$334K Sell
3,932
-420
-10% -$37.5K 0.01% 333
2024
Q4 		$385K Sell
4,352
-600
-12% -$54.5K 0.01% 314
2024
Q3 		$436K Hold
4,952
– – 0.01% 303
2024
Q2 		$402K Hold
4,952
– – 0.01% 307
2024
Q1 		$416K Hold
4,952
– – 0.01% 305
2023
Q4 		$385K Sell
4,952
-275
-5% -$19.5K 0.01% 305
2023
Q3 		$362K Buy
5,227
+2,400
+85% +$175K 0.01% 299
2023
Q2 		$206K Sell
2,827
-161
-5% -$11.2K ﹤0.01% 365
2023
Q1 		$209K Sell
2,988
-174
-6% -$12.3K 0.01% 361
2022
Q4 		$213K Buy
3,162
+130
+4% +$8.77K 0.01% 357
2022
Q3 		$188K Hold
3,032
– – 0.01% 376
2022
Q2 		$196K Hold
3,032
– – 0.01% 379
2022
Q1 		$237K Buy
3,032
+600
+25% +$46.2K 0.01% 373
2021
Q4 		$202K Hold
2,432
– – ﹤0.01% 404
2021
Q3 		$190K Hold
2,432
– – ﹤0.01% 395
2021
Q2 		$193K Hold
2,432
– – ﹤0.01% 394
2021
Q1 		$180K Hold
2,432
– – ﹤0.01% 406
2020
Q4 		$167K Buy
2,432
+181
+8% +$11.5K ﹤0.01% 409
2020
Q3 		$129K Sell
2,251
-200
-8% -$11.4K ﹤0.01% 420
2020
Q2 		$131K Buy
2,451
+400
+20% +$20K ﹤0.01% 402
2020
Q1 		$89K Buy
2,051
+31
+2% +$1.71K ﹤0.01% 417
2019
Q4 		$120K Hold
2,020
– – ﹤0.01% 447
2019
Q3 		$113K Sell
2,020
-532
-21% -$29.7K ﹤0.01% 464
2019
Q2 		$143K Buy
+2,552
New +$140K 0.01% 443

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

HM Payson & Co's IWR Position: Q2 2026 in Review

HM Payson & Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.9% in Q2 2026, buying an estimated $26.9K and bringing the position to 3,970 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #319.

HM Payson & Co first reported a position in IWR in Q2 2019 and has held it in 29 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • HM Payson & Co held 3,970 shares of iShares Russell Mid-Cap ETF worth $438K as of Q2 2026.
  • HM Payson & Co bought 256 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Russell Mid-Cap ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #319 holding.
  • HM Payson & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.