Johnson Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $331M | Buy |
3,001,929
+94,082
| +3% | +$9.9M | 2.42% | 5 |
|
|
2026
Q1 | $283M | Buy |
2,907,847
+90,405
| +3% | +$9.03M | 2.29% | 7 |
|
|
2025
Q4 | $271M | Buy |
2,817,442
+146,142
| +5% | +$14.1M | 2.22% | 7 |
|
|
2025
Q3 | $258M | Buy |
2,671,300
+56,444
| +2% | +$5.35M | 2.15% | 7 |
|
|
2025
Q2 | $240M | Buy |
2,614,856
+29,418
| +1% | +$2.54M | 2.16% | 6 |
|
|
2025
Q1 | $220M | Buy |
2,585,438
+66,706
| +3% | +$5.95M | 2.12% | 6 |
|
|
2024
Q4 | $223M | Buy |
2,518,732
+86,146
| +4% | +$7.82M | 2.17% | 7 |
|
|
2024
Q3 | $214M | Buy |
2,432,586
+73,992
| +3% | +$6.23M | 2.11% | 6 |
|
|
2024
Q2 | $191M | Buy |
2,358,594
+137,483
| +6% | +$11.2M | 2.01% | 7 |
|
|
2024
Q1 | $187M | Buy |
2,221,111
+184,428
| +9% | +$14.6M | 2.03% | 7 |
|
|
2023
Q4 | $158M | Buy |
2,036,683
+136,851
| +7% | +$9.72M | 1.86% | 7 |
|
|
2023
Q3 | $132M | Buy |
1,899,832
+66,582
| +4% | +$4.86M | 1.69% | 9 |
|
|
2023
Q2 | $134M | Buy |
1,833,250
+64,663
| +4% | +$4.5M | 1.66% | 8 |
|
|
2023
Q1 | $124M | Buy |
1,768,587
+2,221
| +0.1% | +$157K | 1.64% | 9 |
|
|
2022
Q4 | $119M | Sell |
1,766,366
-49,111
| -3% | -$3.31M | 1.63% | 8 |
|
|
2022
Q3 | $113M | Buy |
1,815,477
+10,929
| +0.6% | +$752K | 1.67% | 8 |
|
|
2022
Q2 | $117M | Buy |
1,804,548
+22,135
| +1% | +$1.58M | 1.66% | 9 |
|
|
2022
Q1 | $139M | Buy |
1,782,413
+56,008
| +3% | +$4.31M | 1.72% | 7 |
|
|
2021
Q4 | $143M | Buy |
1,726,405
+36,866
| +2% | +$3.03M | 1.75% | 7 |
|
|
2021
Q3 | $132M | Buy |
1,689,539
+52,694
| +3% | +$4.22M | 1.77% | 7 |
|
|
2021
Q2 | $130M | Buy |
1,636,845
+47,446
| +3% | +$3.68M | 1.79% | 7 |
|
|
2021
Q1 | $118M | Buy |
1,589,399
+121,984
| +8% | +$8.82M | 1.77% | 7 |
|
|
2020
Q4 | $101M | Buy |
1,467,415
+43,181
| +3% | +$2.75M | 1.68% | 9 |
|
|
2020
Q3 | $81.7M | Buy |
1,424,234
+16,209
| +1% | +$923K | 1.51% | 13 |
|
|
2020
Q2 | $75.5M | Buy |
1,408,025
+16,934
| +1% | +$849K | 1.53% | 13 |
|
|
2020
Q1 | $60.1M | Sell |
1,391,091
-103,944
| -7% | -$5.72M | 1.33% | 18 |
|
|
2019
Q4 | $89.1M | Buy |
1,495,035
+26,063
| +2% | +$1.5M | 1.68% | 8 |
|
|
2019
Q3 | $82.2M | Buy |
1,468,972
+64,870
| +5% | +$3.63M | 1.64% | 8 |
|
|
2019
Q2 | $78.4M | Buy |
1,404,102
+67,108
| +5% | +$3.68M | 1.62% | 8 |
|
|
2019
Q1 | $72.1M | Buy |
1,336,994
+90,350
| +7% | +$4.68M | 1.54% | 10 |
|
|
2018
Q4 | $57.9M | Buy |
1,246,644
+183,356
| +17% | +$9.25M | 1.41% | 11 |
|
|
2018
Q3 | $58.6M | Buy |
1,063,288
+130,340
| +14% | +$7.14M | 1.3% | 14 |
|
|
2018
Q2 | $49.5M | Buy |
932,948
+159,880
| +21% | +$8.42M | 1.21% | 19 |
|
|
2018
Q1 | $39.9M | Buy |
773,068
+64,212
| +9% | +$3.38M | 1.02% | 28 |
|
|
2017
Q4 | $36.9M | Buy |
708,856
+90,120
| +15% | +$4.57M | 0.92% | 33 |
|
|
2017
Q3 | $30.5M | Sell |
618,736
-1,344
| -0.2% | -$64.9K | 0.81% | 41 |
|
|
2017
Q2 | $29.8M | Buy |
620,080
+2,008
| +0.3% | +$95.2K | 0.83% | 42 |
|
|
2017
Q1 | $28.9M | Buy |
618,072
+792
| +0.1% | +$36.7K | 0.84% | 40 |
|
|
2016
Q4 | $27.6M | Buy |
617,280
+5,428
| +0.9% | +$237K | 0.85% | 39 |
|
|
2016
Q3 | $26.7M | Sell |
611,852
-2,004
| -0.3% | -$86.9K | 0.85% | 39 |
|
|
2016
Q2 | $25.8M | Buy |
613,856
+11,408
| +2% | +$471K | 0.85% | 37 |
|
|
2016
Q1 | $24.5M | Sell |
602,448
-6,596
| -1% | -$251K | 0.86% | 35 |
|
|
2015
Q4 | $24.4M | Buy |
609,044
+21,620
| +4% | +$881K | 0.86% | 41 |
|
|
2015
Q3 | $22.8M | Buy |
587,424
+5,588
| +1% | +$231K | 0.84% | 45 |
|
|
2015
Q2 | $24.8M | Buy |
581,836
+5,752
| +1% | +$250K | 0.83% | 43 |
|
|
2015
Q1 | $24.9M | Sell |
576,084
-9,652
| -2% | -$410K | 0.84% | 43 |
|
|
2014
Q4 | $24.5M | Sell |
585,736
-9,016
| -2% | -$366K | 0.8% | 45 |
|
|
2014
Q3 | $23.5M | Sell |
594,752
-3,632
| -0.6% | -$146K | 0.79% | 45 |
|
|
2014
Q2 | $24.3M | Buy |
598,384
+220
| +0% | +$8.58K | 0.87% | 40 |
|
|
2014
Q1 | $23.1M | Sell |
598,164
-9,572
| -2% | -$363K | 0.85% | 41 |
|
|
2013
Q4 | $22.8M | Sell |
607,736
-1,300
| -0.2% | -$47K | 0.84% | 37 |
|
|
2013
Q3 | $21.2M | Buy |
609,036
+3,440
| +0.6% | +$118K | 0.84% | 38 |
|
|
2013
Q2 | $19.7M | Buy |
+605,596
| New | +$19.6M | 0.82% | 39 |
|
Other funds holding IWR
Johnson Investment Counsel's IWR Position: Q2 2026 in Review
Johnson Investment Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q2 2026, buying an estimated $9.9M and bringing the position to 3,001,929 shares worth $331M. The position accounts for 2.42% of the portfolio, ranked #5.
Johnson Investment Counsel first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Johnson Investment Counsel held 3,001,929 shares of iShares Russell Mid-Cap ETF worth $331M as of Q2 2026.
- Johnson Investment Counsel bought 94,082 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.9M.
- iShares Russell Mid-Cap ETF made up 2.42% of Johnson Investment Counsel's portfolio in Q2 2026, its #5 holding.
- Johnson Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.