Janney Montgomery Scott’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Janney Montgomery Scott’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	$89.1M	Sell	916,341 -130,227	-12%	-$13M	0.22%	94
2025 Q4	$101M	Buy	1,046,568 +11,639	+1%	+$1.12M	0.23%	98
2025 Q3	$99.9M	Sell	1,034,929 -7,885	-0.8%	-$747K	0.24%	95
2025 Q2	$95.9M	Sell	1,042,814 -15,230	-1%	-$1.32M	0.25%	86
2025 Q1	$90M	Buy	1,058,044 +134,581	+15%	+$12M	0.26%	84
2024 Q4	$81.6M	Buy	923,463 +833	+0.1%	+$75.6K	0.23%	90
2024 Q3	$81.3M	Sell	922,630 -1,932	-0.2%	-$163K	0.23%	89
2024 Q2	$75M	Sell	924,562 -10,132	-1%	-$825K	0.23%	89
2024 Q1	$78.6M	Sell	934,694 -5,775	-0.6%	-$458K	0.23%	88
2023 Q4	$73.1M	Sell	940,469 -11,290	-1%	-$802K	0.24%	88
2023 Q3	$65.9M	Buy	951,759 +15,336	+2%	+$1.12M	0.25%	82
2023 Q2	$68.4M	Buy	936,423 +149	+0%	+$10.4K	0.24%	87
2023 Q1	$65.5M	Sell	936,274 -31,314	-3%	-$2.21M	0.27%	79
2022 Q4	$65.3M	Buy	967,588 +43,664	+5%	+$2.94M	0.25%	87
2022 Q3	$57.4M	Buy	923,924 +23,896	+3%	+$1.64M	0.25%	87
2022 Q2	$59.2M	Buy	900,028 +1,168	+0.1%	+$83.1K	0.27%	84
2022 Q1	$70.1M	Buy	898,860 +6,532	+0.7%	+$503K	0.3%	74
2021 Q4	$74.1M	Sell	892,328 -1,130	-0.1%	-$92.8K	0.29%	75
2021 Q3	$69.9M	Sell	893,458 -3,940	-0.4%	-$316K	0.3%	76
2021 Q2	$71.1M	Sell	897,398 -7,099	-0.8%	-$551K	0.31%	73
2021 Q1	$66.9M	Sell	904,497 -1,903	-0.2%	-$138K	0.32%	73
2020 Q4	$62.1M	Sell	906,400 -3,569	-0.4%	-$227K	0.3%	74
2020 Q3	$52.2M	Sell	909,969 -35,210	-4%	-$2M	0.3%	83
2020 Q2	$50.7M	Sell	945,179 -31,366	-3%	-$1.57M	0.32%	74
2020 Q1	$42.2M	Sell	976,545 -25,191	-3%	-$1.39M	0.33%	73
2019 Q4	$59.7M	Buy	1,001,736 +60,000	+6%	+$3.44M	0.39%	53
2019 Q3	$52.7M	Buy	941,736 +43,972	+5%	+$2.46M	0.38%	59
2019 Q2	$50.2M	Buy	897,764 +48,015	+6%	+$2.63M	0.39%	57
2019 Q1	$45.8M	Buy	849,749 +29,332	+4%	+$1.52M	0.38%	56
2018 Q4	$38.1M	Buy	820,417 +100,321	+14%	+$5.06M	0.37%	61
2018 Q3	$39.7M	Buy	720,096 +24,964	+4%	+$1.37M	0.34%	65
2018 Q2	$36.9M	Buy	695,132 +6,572	+1%	+$346K	0.35%	63
2018 Q1	$35.5M	Sell	688,560 -7,188	-1%	-$379K	0.36%	67
2017 Q4	$36.2M	Buy	695,748 +45,264	+7%	+$2.3M	0.38%	67
2017 Q3	$32.1M	Sell	650,484 -50,868	-7%	-$2.46M	0.37%	67
2017 Q2	$33.7M	Buy	701,352 +119,344	+21%	+$5.66M	0.42%	58
2017 Q1	$27.2M	Buy	582,008 +27,812	+5%	+$1.29M	0.36%	65
2016 Q4	$24.8M	Buy	554,196 +41,200	+8%	+$1.8M	0.37%	59
2016 Q3	$22.4M	Sell	512,996 -427,740	-45%	-$18.5M	0.39%	57
2016 Q2	$39.6M	Buy	940,736 +530,388	+129%	+$21.9M	0.81%	27
2016 Q1	$16.7M	Buy	410,348 +55,124	+16%	+$2.1M	0.44%	52
2015 Q4	$14.2M	Sell	355,224 -40,908	-10%	-$1.67M	0.37%	65
2015 Q3	$15.4M	Buy	396,132 +117,008	+42%	+$4.84M	0.43%	51
2015 Q2	$11.9M	Buy	279,124 +57,856	+26%	+$2.52M	0.25%	88
2015 Q1	$9.58M	Sell	221,268 -6,204	-3%	-$264K	0.18%	135
2014 Q4	$9.5M	Buy	227,472 +5,928	+3%	+$241K	0.19%	117
2014 Q3	$8.77M	Sell	221,544 -17,008	-7%	-$685K	0.18%	121
2014 Q2	$9.69M	Buy	238,552 +28,444	+14%	+$1.11M	0.21%	104
2014 Q1	$8.13M	Buy	210,108 +151,432	+258%	+$5.74M	0.2%	115
2013 Q4	$2.2M	Buy	58,676 +6,312	+12%	+$228K	0.06%	402
2013 Q3	$1.82M	Buy	+52,364	New	+$1.79M	0.05%	412

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

Janney Montgomery Scott's IWR Position: Q1 2026 in Review

Janney Montgomery Scott reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $13M and leaving 916,341 shares worth $89.1M. The position accounts for 0.22% of the portfolio, ranked #94.

Janney Montgomery Scott first reported a position in IWR in Q3 2013 and has held it in 51 quarters since. The position peaked at $101M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Janney Montgomery Scott held 916,341 shares of iShares Russell Mid-Cap ETF worth $89.1M as of Q1 2026.
Janney Montgomery Scott sold 130,227 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $13M.
iShares Russell Mid-Cap ETF made up 0.22% of Janney Montgomery Scott's portfolio in Q1 2026, its #94 holding.
Janney Montgomery Scott first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
Janney Montgomery Scott's iShares Russell Mid-Cap ETF position peaked at $101M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.