Jordan Park Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jordan Park Group’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	$416K	Sell	3,775 -1,093	-22%	-$115K	0.02%	62
2026 Q1	$473K	Sell	4,868 -8,874	-65%	-$886K	0.03%	63
2025 Q4	$1.32M	Sell	13,742 -4,048	-23%	-$389K	0.08%	41
2025 Q3	$1.72M	Sell	17,790 -1,563	-8%	-$148K	0.1%	37
2025 Q2	$1.78M	Sell	19,353 -414	-2%	-$35.8K	0.12%	35
2025 Q1	$1.68M	Hold	19,767	–	–	0.12%	35
2024 Q4	$1.75M	Sell	19,767 -2,080	-10%	-$189K	0.13%	38
2024 Q3	$1.93M	Sell	21,847 -158	-0.7%	-$13.3K	0.13%	38
2024 Q2	$1.78M	Sell	22,005 -6,528	-23%	-$531K	0.14%	29
2024 Q1	$2.4M	Buy	28,533 +13,112	+85%	+$1.04M	0.15%	29
2023 Q4	$1.2M	Hold	15,421	–	–	0.08%	37
2023 Q3	$1.07M	Hold	15,421	–	–	0.08%	34
2023 Q2	$1.13M	Buy	15,421 +1,987	+15%	+$138K	0.07%	34
2023 Q1	$939K	Buy	+13,434	New	+$949K	0.06%	34
2020 Q3	–	Sell	-5,629	Closed	-$302K	–	26
2020 Q2	$302K	Hold	5,629	–	–	0.03%	25
2020 Q1	$243K	Hold	5,629	–	–	0.02%	39
2019 Q4	$336K	Hold	5,629	–	–	0.02%	35
2019 Q3	$315K	Hold	5,629	–	–	0.03%	30
2019 Q2	$314K	Buy	+5,629	New	+$309K	0.03%	33
2019 Q1	–	Sell	-5,629	Closed	-$262K	–	30
2018 Q4	$262K	Sell	5,629 -9,171	-62%	-$463K	0.04%	23
2018 Q3	$820K	Buy	14,800 +4,980	+51%	+$273K	0.14%	16
2018 Q2	$521K	Buy	+9,820	New	+$517K	0.08%	18

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

Jordan Park Group's IWR Position: Q2 2026 in Review

Jordan Park Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 22% in Q2 2026, selling an estimated $115K and leaving 3,775 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #62.

Jordan Park Group first reported a position in IWR in Q2 2018 and has held it in 22 quarters since. The position peaked at $2.4M in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Jordan Park Group held 3,775 shares of iShares Russell Mid-Cap ETF worth $416K as of Q2 2026.
Jordan Park Group sold 1,093 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $115K.
iShares Russell Mid-Cap ETF made up 0.02% of Jordan Park Group's portfolio in Q2 2026, its #62 holding.
Jordan Park Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 22 quarters since.
Jordan Park Group's iShares Russell Mid-Cap ETF position peaked at $2.4M in Q1 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Jordan Park Group's 13F filing for Q2 2026, filed 11 Aug 2026.