JP Morgan Chase’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JP Morgan Chase’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	$813M	Buy	7,379,679 +468,696	+7%	+$49.3M	0.05%	320
2026 Q1	$655M	Buy	6,910,983 +171,633	+3%	+$17.1M	0.04%	355
2025 Q4	$649M	Buy	6,739,350 +115,580	+2%	+$11.1M	0.04%	347
2025 Q3	$640M	Buy	6,623,770 +47,842	+0.7%	+$4.53M	0.04%	373
2025 Q2	$605M	Sell	6,575,928 -231,818	-3%	-$20M	0.04%	374
2025 Q1	$579M	Sell	6,807,746 -75,028	-1%	-$6.69M	0.04%	354
2024 Q4	$608M	Sell	6,882,774 -177,140	-3%	-$16.1M	0.05%	336
2024 Q3	$622M	Buy	7,059,914 +198,719	+3%	+$16.7M	0.05%	334
2024 Q2	$556M	Sell	6,861,195 -83,542	-1%	-$6.8M	0.05%	346
2024 Q1	$584M	Sell	6,944,737 -75,366	-1%	-$5.97M	0.05%	345
2023 Q4	$546M	Buy	7,020,103 +67,735	+1%	+$4.81M	0.05%	335
2023 Q3	$481M	Buy	6,952,368 +190,254	+3%	+$13.9M	0.05%	324
2023 Q2	$494M	Buy	6,762,114 +240,879	+4%	+$16.8M	0.05%	321
2023 Q1	$456M	Sell	6,521,235 -232,014	-3%	-$16.4M	0.06%	328
2022 Q4	$456M	Buy	6,753,249 +136,555	+2%	+$9.21M	0.06%	310
2022 Q3	$411M	Buy	6,616,694 +164,820	+3%	+$11.3M	0.06%	314
2022 Q2	$417M	Sell	6,451,874 -142,214	-2%	-$10.1M	0.06%	315
2022 Q1	$515M	Sell	6,594,088 -5,279,494	-44%	-$406M	0.06%	300
2021 Q4	$986M	Buy	11,873,582 +86,741	+0.7%	+$7.12M	0.11%	198
2021 Q3	$922M	Buy	11,786,841 +4,871,983	+70%	+$390M	0.11%	197
2021 Q2	$548M	Buy	6,914,858 +113,522	+2%	+$8.81M	0.07%	308
2021 Q1	$503M	Sell	6,801,336 -200,005	-3%	-$14.5M	0.07%	302
2020 Q4	$480M	Sell	7,001,341 -6,139,190	-47%	-$391M	0.07%	281
2020 Q3	$751M	Sell	13,140,531 -18,545	-0.1%	-$1.06M	0.13%	173
2020 Q2	$705M	Sell	13,159,076 -294,814	-2%	-$14.8M	0.14%	168
2020 Q1	$581M	Sell	13,453,890 -691,385	-5%	-$38.1M	0.14%	164
2019 Q4	$843M	Buy	14,145,275 +497,687	+4%	+$28.6M	0.16%	136
2019 Q3	$764M	Buy	13,647,588 +253,775	+2%	+$14.2M	0.15%	149
2019 Q2	$742M	Sell	13,393,813 -88,002	-0.7%	-$4.83M	0.15%	152
2019 Q1	$727M	Sell	13,481,815 -183,096	-1%	-$9.49M	0.15%	149
2018 Q4	$635M	Buy	13,664,911 +162,495	+1%	+$8.2M	0.15%	148
2018 Q3	$744M	Sell	13,502,416 -29,604	-0.2%	-$1.62M	0.14%	152
2018 Q2	$718M	Sell	13,532,020 -158,780	-1%	-$8.36M	0.15%	142
2018 Q1	$707M	Buy	13,690,800 +813,472	+6%	+$42.9M	0.15%	150
2017 Q4	$670M	Sell	12,877,328 -112,308	-0.9%	-$5.7M	0.14%	151
2017 Q3	$638M	Sell	12,989,636 -5,422,264	-29%	-$262M	0.14%	155
2017 Q2	$884M	Sell	18,411,900 -14,073,868	-43%	-$667M	0.2%	101
2017 Q1	$1.52B	Buy	32,485,768 +923,096	+3%	+$42.8M	0.35%	54
2016 Q4	$1.41B	Sell	31,562,672 -151,196	-0.5%	-$6.61M	0.34%	54
2016 Q3	$1.38B	Buy	31,713,868 +9,176	+0%	+$398K	0.34%	57
2016 Q2	$1.33B	Sell	31,704,692 -523,044	-2%	-$21.6M	0.33%	59
2016 Q1	$1.31B	Sell	32,227,736 -5,959,596	-16%	-$227M	0.34%	57
2015 Q4	$1.53B	Buy	38,187,332 +1,013,396	+3%	+$41.3M	0.38%	47
2015 Q3	$1.45B	Buy	37,173,936 +1,167,100	+3%	+$48.3M	0.39%	48
2015 Q2	$1.53B	Buy	36,006,836 +3,662,032	+11%	+$159M	0.36%	50
2015 Q1	$1.4B	Buy	32,344,804 +466,976	+1%	+$19.9M	0.32%	55
2014 Q4	$1.33B	Buy	31,877,828 +1,660,624	+5%	+$67.4M	0.3%	64
2014 Q3	$1.2B	Buy	30,217,204 +104,420	+0.3%	+$4.21M	0.28%	66
2014 Q2	$1.22B	Buy	30,112,784 +48,112	+0.2%	+$1.88M	0.31%	62
2014 Q1	$1.16B	Buy	30,064,672 +1,113,896	+4%	+$42.2M	0.32%	59
2013 Q4	$1.09B	Sell	28,950,776 -319,880	-1%	-$11.6M	0.31%	65
2013 Q3	$1.02B	Buy	29,270,656 +148,240	+0.5%	+$5.07M	0.3%	65
2013 Q2	$946M	Buy	+29,122,416	New	+$944M	0.3%	72

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

JP Morgan Chase's IWR Position: Q2 2026 in Review

JP Morgan Chase increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.8% in Q2 2026, buying an estimated $49.3M and bringing the position to 7,379,679 shares worth $813M. The position accounts for 0.05% of the portfolio, ranked #320.

JP Morgan Chase first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.53B in Q2 2015. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

JP Morgan Chase held 7,379,679 shares of iShares Russell Mid-Cap ETF worth $813M as of Q2 2026.
JP Morgan Chase bought 468,696 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $49.3M.
iShares Russell Mid-Cap ETF made up 0.05% of JP Morgan Chase's portfolio in Q2 2026, its #320 holding.
JP Morgan Chase first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
JP Morgan Chase's iShares Russell Mid-Cap ETF position peaked at $1.53B in Q2 2015.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.