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

Invesco’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	–	Sell	-3,704	Closed	-$360K	–	3879
2026 Q1	$360K	Buy	+3,704	New	+$370K	﹤0.01%	3273
2019 Q1	–	Sell	-37,065	Closed	-$1.72M	–	3756
2018 Q4	$1.72M	Buy	+37,065	New	+$1.87M	﹤0.01%	2647
2018 Q1	–	Sell	-11,316	Closed	-$589K	–	3740
2017 Q4	$589K	Buy	+11,316	New	+$574K	﹤0.01%	3233
2017 Q1	–	Sell	-5,988	Closed	-$268K	–	3726
2016 Q4	$268K	Buy	+5,988	New	+$262K	﹤0.01%	3495
2016 Q1	–	Sell	-21,220	Closed	-$850K	–	3727
2015 Q4	$850K	Buy	21,220 +12,980	+158%	+$529K	﹤0.01%	3029
2015 Q3	$320K	Buy	+8,240	New	+$341K	﹤0.01%	3412
2015 Q1	–	Sell	-10,176	Closed	-$425K	–	4038
2014 Q4	$425K	Buy	+10,176	New	+$413K	﹤0.01%	3381
2014 Q1	–	Sell	-758,200	Closed	-$28.4M	–	4185
2013 Q4	$28.4M	Buy	758,200 +29,480	+4%	+$1.07M	0.01%	1067
2013 Q3	$25.3M	Buy	728,720 +50,048	+7%	+$1.71M	0.01%	1058
2013 Q2	$22M	Buy	+678,672	New	+$22M	0.01%	1065

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

Invesco's IWR Position: Q2 2026 in Review

Invesco sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 3,704 shares — an estimated $360K sold.

Invesco first reported a position in IWR in Q2 2013 and held it in 10 quarters. The position peaked at $28.4M in Q4 2013. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Invesco reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Invesco sold 3,704 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $360K.
Invesco first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 10 quarters.
Invesco's iShares Russell Mid-Cap ETF position peaked at $28.4M in Q4 2013.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.