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Iridian Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Iridian Asset Management’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 		– Sell
-5,220
Closed -$503K – 48
2025
Q4 		$503K Buy
+5,220
New +$502K 0.19% 39
2025
Q1 		– Sell
-72,500
Closed -$6.41M – 46
2024
Q4 		$6.41M Buy
+72,500
New +$6.58M 1.71% 19
2024
Q1 		– Sell
-53,656
Closed -$4.17M – 56
2023
Q4 		$4.17M Buy
+53,656
New +$3.81M 0.76% 32
2022
Q1 		– Sell
-25,222
Closed -$2.09M – 62
2021
Q4 		$2.09M Buy
+25,222
New +$2.07M 0.13% 51
2021
Q2 		– Sell
-92,235
Closed -$6.82M – 126
2021
Q1 		$6.82M Buy
92,235
+15,233
+20% +$1.1M 0.12% 57
2020
Q4 		$5.28M Buy
77,002
+16,727
+28% +$1.07M 0.1% 54
2020
Q3 		$3.46M Sell
60,275
-7,048
-10% -$401K 0.08% 46
2020
Q2 		$3.61M Hold
67,323
– – 0.08% 44
2020
Q1 		$2.91M Buy
67,323
+10,583
+19% +$582K 0.07% 46
2019
Q4 		$3.38M Buy
56,740
+30,792
+119% +$1.77M 0.06% 51
2019
Q3 		$1.45M Buy
25,948
+2,200
+9% +$123K 0.02% 52
2019
Q2 		$1.33M Sell
23,748
-17,402
-42% -$955K 0.02% 55
2019
Q1 		$2.22M Sell
41,150
-157,508
-79% -$8.16M 0.03% 52
2018
Q4 		$9.23M Buy
198,658
+165,210
+494% +$8.33M 0.12% 46
2018
Q3 		$1.84M Hold
33,448
– – 0.02% 55
2018
Q2 		$1.77M Hold
33,448
– – 0.02% 63
2018
Q1 		$1.73M Sell
33,448
-35,800
-52% -$1.89M 0.02% 63
2017
Q4 		$3.6M Buy
69,248
+39,768
+135% +$2.02M 0.03% 56
2017
Q3 		$1.45M Hold
29,480
– – 0.01% 62
2017
Q2 		$1.42M Hold
29,480
– – 0.01% 69
2017
Q1 		$1.38M Sell
29,480
-127,420
-81% -$5.91M 0.01% 67
2016
Q4 		$7.02M Buy
+156,900
New +$6.86M 0.06% 54

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Iridian Asset Management's IWR Position: Q1 2026 in Review

Iridian Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 5,220 shares — an estimated $503K sold.

Iridian Asset Management first reported a position in IWR in Q4 2016 and held it in 22 quarters. The position peaked at $9.23M in Q4 2018. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Iridian Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Iridian Asset Management sold 5,220 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $503K.
  • Iridian Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 22 quarters.
  • Iridian Asset Management's iShares Russell Mid-Cap ETF position peaked at $9.23M in Q4 2018.
  • 1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Iridian Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.