HT Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HT Partners’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	$2.97M	Hold	26,956	–	–	0.82%	16
2026 Q1	$2.62M	Hold	26,956	–	–	0.79%	16
2025 Q4	$2.6M	Hold	26,956	–	–	0.77%	17
2025 Q3	$2.6M	Hold	26,956	–	–	0.8%	15
2025 Q2	$2.48M	Hold	26,956	–	–	0.76%	16
2025 Q1	$2.29M	Hold	26,956	–	–	0.79%	15
2024 Q4	$2.38M	Hold	26,956	–	–	0.81%	16
2024 Q3	$2.38M	Hold	26,956	–	–	0.84%	13
2024 Q2	$2.19M	Hold	26,956	–	–	0.77%	15
2024 Q1	$2.27M	Hold	26,956	–	–	0.82%	12
2023 Q4	$2.1M	Hold	26,956	–	–	0.84%	14
2023 Q3	$1.87M	Hold	26,956	–	–	0.56%	18
2023 Q2	$1.97M	Hold	26,956	–	–	0.57%	18
2023 Q1	$1.88M	Hold	26,956	–	–	0.56%	18
2022 Q4	$1.82M	Hold	26,956	–	–	0.6%	16
2022 Q3	$1.68M	Hold	26,956	–	–	0.72%	13
2022 Q2	$1.74M	Hold	26,956	–	–	0.69%	13
2022 Q1	$2.1M	Hold	26,956	–	–	0.65%	17
2021 Q4	$2.24M	Hold	26,956	–	–	0.65%	16
2021 Q3	$2.11M	Hold	26,956	–	–	0.64%	16
2021 Q2	$2.14M	Hold	26,956	–	–	0.66%	16
2021 Q1	$1.99M	Hold	26,956	–	–	0.66%	16
2020 Q4	$1.85M	Buy	26,956 +23,440	+667%	+$1.49M	0.62%	16
2020 Q3	$202K	Buy	+3,516	New	+$200K	0.08%	35
2020 Q1	–	Sell	-3,516	Closed	-$210K	–	31
2019 Q4	$210K	Buy	+3,516	New	+$202K	0.08%	33

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

HT Partners's IWR Position: Q2 2026 in Review

HT Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 26,956 shares worth $2.97M. The position accounts for 0.82% of the portfolio, ranked #16.

HT Partners first reported a position in IWR in Q4 2019 and has held it in 25 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

HT Partners held 26,956 shares of iShares Russell Mid-Cap ETF worth $2.97M as of Q2 2026.
HT Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.82% of HT Partners's portfolio in Q2 2026, its #16 holding.
HT Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HT Partners's 13F filing for Q2 2026, filed 16 Jul 2026.