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

IEQ Capital’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 		$9.91M Sell
89,821
-452
-0.5% -$47.5K 0.05% 347
2026
Q1 		$8.78M Buy
90,273
+3,668
+4% +$366K 0.04% 382
2025
Q4 		$8.34M Buy
86,605
+48
+0.1% +$4.62K 0.03% 390
2025
Q3 		$8.36M Sell
86,557
-90
-0.1% -$8.53K 0.03% 374
2025
Q2 		$7.97M Buy
86,647
+2,199
+3% +$190K 0.05% 294
2025
Q1 		$7.18M Buy
84,448
+7,831
+10% +$698K 0.06% 258
2024
Q4 		$6.77M Sell
76,617
-481
-0.6% -$43.7K 0.07% 202
2024
Q3 		$6.8M Buy
77,098
+9
+0% +$758 0.08% 162
2024
Q2 		$6.25M Sell
77,089
-1,077
-1% -$87.7K 0.08% 157
2024
Q1 		$6.57M Sell
78,166
-11,851
-13% -$939K 0.09% 145
2023
Q4 		$7M Sell
90,017
-1,304
-1% -$92.6K 0.12% 122
2023
Q3 		$6.32M Sell
91,321
-16,800
-16% -$1.23M 0.13% 110
2023
Q2 		$7.9M Buy
108,121
+10,321
+11% +$718K 0.16% 98
2023
Q1 		$6.84M Buy
97,800
+2,033
+2% +$144K 0.16% 104
2022
Q4 		$6.46M Buy
95,767
+1,104
+1% +$74.4K 0.18% 94
2022
Q3 		$5.88M Sell
94,663
-2,948
-3% -$203K 0.16% 100
2022
Q2 		$6.31M Buy
97,611
+10
+0% +$712 0.19% 83
2022
Q1 		$7.62M Sell
97,601
-1,967
-2% -$151K 0.18% 81
2021
Q4 		$8.27M Sell
99,568
-297
-0.3% -$24.4K 0.19% 72
2021
Q3 		$7.81M Sell
99,865
-2,282
-2% -$183K 0.21% 68
2021
Q2 		$8.09M Sell
102,147
-9,928
-9% -$770K 0.24% 61
2021
Q1 		$8.29M Buy
112,075
+18,091
+19% +$1.31M 0.34% 49
2020
Q4 		$6.44M Buy
93,984
+8
+0% +$510 0.29% 66
2020
Q3 		$5.39M Buy
93,976
+10
+0% +$569 0.29% 56
2020
Q2 		$5.04M Sell
93,966
-14,881
-14% -$746K 0.33% 52
2020
Q1 		$4.7M Sell
108,847
-16,799
-13% -$925K 0.38% 42
2019
Q4 		$7.49M Buy
+125,646
New +$7.21M 0.66% 25

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

IEQ Capital's IWR Position: Q2 2026 in Review

IEQ Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.5% in Q2 2026, selling an estimated $47.5K and leaving 89,821 shares worth $9.91M. The position accounts for 0.05% of the portfolio, ranked #347.

IEQ Capital first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • IEQ Capital held 89,821 shares of iShares Russell Mid-Cap ETF worth $9.91M as of Q2 2026.
  • IEQ Capital sold 452 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $47.5K.
  • iShares Russell Mid-Cap ETF made up 0.05% of IEQ Capital's portfolio in Q2 2026, its #347 holding.
  • IEQ Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.