ICW Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ICW Investment Advisors’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 Q1	$707K	Hold	7,275	–	–	0.26%	109
2025 Q4	$700K	Buy	7,275 +1	+0%	+$96	0.25%	112
2025 Q3	$702K	Hold	7,274	–	–	0.25%	111
2025 Q2	$669K	Sell	7,274 -42	-0.6%	-$3.63K	0.26%	112
2025 Q1	$622K	Hold	7,316	–	–	0.25%	112
2024 Q4	$647K	Buy	7,316 +2	+0%	+$182	0.27%	109
2024 Q3	$645K	Hold	7,314	–	–	0.27%	109
2024 Q2	$593K	Hold	7,314	–	–	0.27%	108
2024 Q1	$615K	Sell	7,314 -257	-3%	-$20.4K	0.27%	108
2023 Q4	$589K	Buy	7,571 +3,219	+74%	+$229K	0.29%	105
2023 Q3	$301K	Buy	+4,352	New	+$317K	0.16%	125

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ICW Investment Advisors's IWR Position: Q1 2026 in Review

ICW Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 7,275 shares worth $707K. The position accounts for 0.26% of the portfolio, ranked #109.

ICW Investment Advisors first reported a position in IWR in Q3 2023 and has held it in 11 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

ICW Investment Advisors held 7,275 shares of iShares Russell Mid-Cap ETF worth $707K as of Q1 2026.
ICW Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.26% of ICW Investment Advisors's portfolio in Q1 2026, its #109 holding.
ICW Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on ICW Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.