Jamison Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jamison Private Wealth 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 Q2	$574K	Hold	5,206	–	–	0.06%	159
2026 Q1	$506K	Hold	5,206	–	–	0.06%	154
2025 Q4	$501K	Sell	5,206 -243	-4%	-$23.4K	0.06%	155
2025 Q3	$526K	Hold	5,449	–	–	0.07%	154
2025 Q2	$501K	Hold	5,449	–	–	0.07%	149
2025 Q1	$464K	Hold	5,449	–	–	0.07%	144
2024 Q4	$482K	Hold	5,449	–	–	0.07%	146
2024 Q3	$480K	Hold	5,449	–	–	0.07%	139
2024 Q2	$442K	Hold	5,449	–	–	0.07%	138
2024 Q1	$458K	Buy	+5,449	New	+$432K	0.08%	136

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

Jamison Private Wealth Management's IWR Position: Q2 2026 in Review

Jamison Private Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,206 shares worth $574K. The position accounts for 0.06% of the portfolio, ranked #159.

Jamison Private Wealth Management first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Jamison Private Wealth Management held 5,206 shares of iShares Russell Mid-Cap ETF worth $574K as of Q2 2026.
Jamison Private Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Jamison Private Wealth Management's portfolio in Q2 2026, its #159 holding.
Jamison Private Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.