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

Howland 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 Q2	$344K	Sell	3,116 -200	-6%	-$21K	0.01%	242
2026 Q1	$322K	Hold	3,316	–	–	0.01%	234
2025 Q4	$319K	Sell	3,316 -100	-3%	-$9.62K	0.01%	231
2025 Q3	$330K	Sell	3,416 -100	-3%	-$9.48K	0.01%	229
2025 Q2	$323K	Hold	3,516	–	–	0.01%	228
2025 Q1	$299K	Hold	3,516	–	–	0.01%	233
2024 Q4	$311K	Sell	3,516 -1,900	-35%	-$172K	0.01%	247
2024 Q3	$477K	Buy	5,416 +1,367	+34%	+$115K	0.02%	211
2024 Q2	$328K	Sell	4,049 -500	-11%	-$40.7K	0.02%	227
2024 Q1	$383K	Sell	4,549 -500	-10%	-$39.6K	0.02%	206
2023 Q4	$392K	Buy	5,049 +1,599	+46%	+$114K	0.02%	205
2023 Q3	$240K	Hold	3,450	–	–	0.01%	227
2023 Q2	$252K	Hold	3,450	–	–	0.01%	234
2023 Q1	$241K	Sell	3,450 -300	-8%	-$21.2K	0.01%	242
2022 Q4	$253K	Sell	3,750 -800	-18%	-$53.9K	0.02%	229
2022 Q3	$283K	Sell	4,550 -300	-6%	-$20.6K	0.02%	207
2022 Q2	$314K	Sell	4,850 -500	-9%	-$35.6K	0.02%	198
2022 Q1	$418K	Sell	5,350 -250	-4%	-$19.2K	0.02%	159
2021 Q4	$465K	Hold	5,600	–	–	0.02%	154
2021 Q3	$438K	Sell	5,600 -500	-8%	-$40.1K	0.02%	168
2021 Q2	$483K	Hold	6,100	–	–	0.03%	172
2021 Q1	$451K	Sell	6,100 -250	-4%	-$18.1K	0.03%	172
2020 Q4	$435K	Sell	6,350 -5	-0.1%	-$318	0.03%	167
2020 Q3	$365K	Buy	+6,355	New	+$362K	0.02%	161
2019 Q4	–	Sell	-3,600	Closed	-$201K	–	226
2019 Q3	$201K	Sell	3,600 -700	-16%	-$39.1K	0.02%	206
2019 Q2	$240K	Hold	4,300	–	–	0.02%	181
2019 Q1	$232K	Sell	4,300 -144	-3%	-$7.46K	0.02%	188
2018 Q4	$207K	Sell	4,444 -600	-12%	-$30.3K	0.02%	191
2018 Q3	$278K	Hold	5,044	–	–	0.02%	188
2018 Q2	$268K	Sell	5,044 -200	-4%	-$10.5K	0.02%	195
2018 Q1	$271K	Buy	+5,244	New	+$276K	0.02%	196
2015 Q3	–	Sell	-6,172	Closed	-$263K	–	196
2015 Q2	$263K	Hold	6,172	–	–	0.03%	176
2015 Q1	$267K	Hold	6,172	–	–	0.03%	173
2014 Q4	$258K	Hold	6,172	–	–	0.03%	177
2014 Q3	$244K	Hold	6,172	–	–	0.03%	178
2014 Q2	$251K	Hold	6,172	–	–	0.03%	170
2014 Q1	$239K	Hold	6,172	–	–	0.03%	170
2013 Q4	$231K	Hold	6,172	–	–	0.03%	171
2013 Q3	$215K	Buy	+6,172	New	+$211K	0.03%	169

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Howland Capital Management's IWR Position: Q2 2026 in Review

Howland Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6% in Q2 2026, selling an estimated $21K and leaving 3,116 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #242.

Howland Capital Management first reported a position in IWR in Q3 2013 and has held it in 39 quarters since. The position peaked at $483K in Q2 2021. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Howland Capital Management held 3,116 shares of iShares Russell Mid-Cap ETF worth $344K as of Q2 2026.
Howland Capital Management sold 200 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $21K.
iShares Russell Mid-Cap ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #242 holding.
Howland Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 39 quarters since.
Howland Capital Management's iShares Russell Mid-Cap ETF position peaked at $483K in Q2 2021.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.