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

HUB Investment 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	$3.48M	Buy	31,537 +1,815	+6%	+$191K	0.06%	217
2026 Q1	$2.89M	Buy	29,722 +45	+0.2%	+$4.5K	0.07%	208
2025 Q4	$2.86M	Sell	29,677 -32	-0.1%	-$3.08K	0.07%	176
2025 Q3	$2.87M	Buy	29,709 +208	+0.7%	+$19.7K	0.1%	164
2025 Q2	$2.71M	Sell	29,501 -307	-1%	-$26.5K	0.09%	162
2025 Q1	$2.54M	Buy	29,808 +627	+2%	+$55.9K	0.1%	147
2024 Q4	$2.58M	Hold	29,181	–	–	0.11%	136
2024 Q3	$2.57M	Hold	29,181	–	–	0.11%	140
2024 Q2	$2.37M	Buy	+29,181	New	+$2.38M	0.09%	139

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

HUB Investment Partners's IWR Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.1% in Q2 2026, buying an estimated $191K and bringing the position to 31,537 shares worth $3.48M. The position accounts for 0.06% of the portfolio, ranked #217.

HUB Investment Partners first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

HUB Investment Partners held 31,537 shares of iShares Russell Mid-Cap ETF worth $3.48M as of Q2 2026.
HUB Investment Partners bought 1,815 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $191K.
iShares Russell Mid-Cap ETF made up 0.06% of HUB Investment Partners's portfolio in Q2 2026, its #217 holding.
HUB Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.