Independent Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Family Office’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	$204K	Hold	2,100	–	–	0.08%	90
2025 Q4	$202K	Hold	2,100	–	–	0.08%	79
2025 Q3	$203K	Buy	+2,100	New	+$199K	0.09%	78
2021 Q3	–	Sell	-3,716	Closed	-$294K	–	57
2021 Q2	$294K	Sell	3,716 -595	-14%	-$46.2K	0.11%	44
2021 Q1	$319K	Sell	4,311 -1,855	-30%	-$134K	0.13%	50
2020 Q4	$423K	Sell	6,166 -1,363	-18%	-$86.8K	0.18%	42
2020 Q3	$432K	Hold	7,529	–	–	0.2%	39
2020 Q2	$404K	Sell	7,529 -8,796	-54%	-$441K	0.21%	42
2020 Q1	$705K	Hold	16,325	–	–	0.44%	23
2019 Q4	$973K	Buy	+16,325	New	+$937K	0.61%	21

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

Independent Family Office's IWR Position: Q1 2026 in Review

Independent Family Office held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,100 shares worth $204K. The position accounts for 0.08% of the portfolio, ranked #90.

Independent Family Office first reported a position in IWR in Q4 2019 and has held it in 10 quarters since. The position peaked at $973K in Q4 2019. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Independent Family Office held 2,100 shares of iShares Russell Mid-Cap ETF worth $204K as of Q1 2026.
Independent Family Office left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Independent Family Office's portfolio in Q1 2026, its #90 holding.
Independent Family Office first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 10 quarters since.
Independent Family Office's iShares Russell Mid-Cap ETF position peaked at $973K in Q4 2019.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Independent Family Office's 13F filing for Q1 2026, filed 15 May 2026.