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James J. Burns & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

James J. Burns & Company’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 		$295K Sell
2,673
-1,750
-40% -$184K 0.03% 133
2026
Q1 		$430K Buy
4,423
+2
+0% +$200 0.06% 102
2025
Q4 		$426K Buy
4,421
+4
+0.1% +$385 0.06% 102
2025
Q3 		$427K Sell
4,417
-602
-12% -$57.1K 0.06% 102
2025
Q2 		$462K Sell
5,019
-859
-15% -$74.2K 0.08% 90
2025
Q1 		$500K Buy
5,878
+44
+0.8% +$3.92K 0.09% 85
2024
Q4 		$516K Sell
5,834
-922
-14% -$83.7K 0.09% 85
2024
Q3 		$596K Sell
6,756
-196
-3% -$16.5K 0.11% 73
2024
Q2 		$564K Buy
6,952
+3,538
+104% +$288K 0.11% 70
2024
Q1 		$282K Sell
3,414
-4,184
-55% -$332K 0.1% 70
2023
Q4 		$591K Buy
7,598
+61
+0.8% +$4.33K 0.14% 68
2023
Q3 		$522K Sell
7,537
-793
-10% -$57.9K 0.14% 63
2023
Q2 		$608K Sell
8,330
-15
-0.2% -$1.04K 0.15% 64
2023
Q1 		$584K Buy
8,345
+3,631
+77% +$256K 0.15% 71
2022
Q4 		$318K Hold
4,714
– – 0.13% 66
2022
Q3 		$293K Buy
+4,714
New +$324K 0.13% 66

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

James J. Burns & Company's IWR Position: Q2 2026 in Review

James J. Burns & Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q2 2026, selling an estimated $184K and leaving 2,673 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #133.

James J. Burns & Company first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. The position peaked at $608K in Q2 2023. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • James J. Burns & Company held 2,673 shares of iShares Russell Mid-Cap ETF worth $295K as of Q2 2026.
  • James J. Burns & Company sold 1,750 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $184K.
  • iShares Russell Mid-Cap ETF made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #133 holding.
  • James J. Burns & Company first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • James J. Burns & Company's iShares Russell Mid-Cap ETF position peaked at $608K in Q2 2023.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.