Howe & Rusling’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Howe & Rusling’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	$44.1K	Buy	+400	New	+$42.1K	﹤0.01%	384
2025 Q3	–	Sell	-38	Closed	-$3.5K	–	476
2025 Q2	$3.5K	Buy	+38	New	+$3.28K	﹤0.01%	444
2025 Q1	–	Sell	-22	Closed	-$1.95K	–	450
2024 Q4	$1.95K	Buy	+22	New	+$2K	﹤0.01%	399
2024 Q2	–	Sell	-257	Closed	-$21.6K	–	379
2024 Q1	$21.6K	Hold	257	–	–	﹤0.01%	313
2023 Q4	$20K	Sell	257 -362	-58%	-$25.7K	﹤0.01%	302
2023 Q3	$42.9K	Sell	619 -878	-59%	-$64.1K	0.01%	260
2023 Q2	$109K	Hold	1,497	–	–	0.01%	241
2023 Q1	$105K	Buy	+1,497	New	+$106K	0.01%	225
2014 Q3	–	Sell	-120	Closed	-$5K	–	908
2014 Q2	$5K	Buy	+120	New	+$4.68K	﹤0.01%	612
2014 Q1	–	Sell	-108	Closed	-$4K	–	885
2013 Q4	$4K	Hold	108	–	–	﹤0.01%	633
2013 Q3	$4K	Sell	108 -108	-50%	-$3.69K	﹤0.01%	728
2013 Q2	$7K	Buy	+216	New	+$7K	﹤0.01%	662

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Howe & Rusling's IWR Position: Q2 2026 in Review

Howe & Rusling opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 400 shares worth $44.1K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IWR as recently as Q2 2025.

Howe & Rusling first reported a position in IWR in Q2 2013 and has held it in 12 quarters since. The position peaked at $109K in Q2 2023. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Howe & Rusling held 400 shares of iShares Russell Mid-Cap ETF worth $44.1K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Howe & Rusling position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #384 holding.
Howe & Rusling first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 12 quarters since.
Howe & Rusling's iShares Russell Mid-Cap ETF position peaked at $109K in Q2 2023.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.