Kanawha Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kanawha Capital 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 Q1	$808K	Sell	8,306 -500	-6%	-$49.9K	0.06%	141
2025 Q4	$848K	Sell	8,806 -275	-3%	-$26.4K	0.06%	136
2025 Q3	$877K	Sell	9,081 -190	-2%	-$18K	0.06%	133
2025 Q2	$853K	Sell	9,271 -120	-1%	-$10.4K	0.06%	130
2025 Q1	$799K	Buy	9,391 +2,579	+38%	+$230K	0.06%	133
2024 Q4	$602K	Sell	6,812 -45	-0.7%	-$4.08K	0.05%	145
2024 Q3	$604K	Sell	6,857 -25	-0.4%	-$2.11K	0.04%	153
2024 Q2	$558K	Buy	6,882 +194	+3%	+$15.8K	0.04%	157
2024 Q1	$562K	Hold	6,688	–	–	0.04%	156
2023 Q4	$520K	Sell	6,688 -654	-9%	-$46.5K	0.05%	145
2023 Q3	$508K	Hold	7,342	–	–	0.05%	143
2023 Q2	$536K	Sell	7,342 -75	-1%	-$5.22K	0.05%	142
2023 Q1	$519K	Hold	7,417	–	–	0.05%	143
2022 Q4	$500K	Sell	7,417 -100	-1%	-$6.74K	0.05%	147
2022 Q3	$467K	Sell	7,517 -100	-1%	-$6.88K	0.05%	140
2022 Q2	$493K	Sell	7,617 -150	-2%	-$10.7K	0.05%	141
2022 Q1	$606K	Sell	7,767 -100	-1%	-$7.7K	0.05%	133
2021 Q4	$653K	Hold	7,867	–	–	0.06%	132
2021 Q3	$615K	Sell	7,867 -175	-2%	-$14K	0.06%	133
2021 Q2	$637K	Hold	8,042	–	–	0.06%	131
2021 Q1	$595K	Sell	8,042 -50	-0.6%	-$3.61K	0.06%	133
2020 Q4	$555K	Hold	8,092	–	–	0.06%	131
2020 Q3	$464K	Sell	8,092 -1,267	-14%	-$72.1K	0.05%	133
2020 Q2	$502K	Sell	9,359 -650	-6%	-$32.6K	0.06%	129
2020 Q1	$432K	Buy	10,009 +1,956	+24%	+$108K	0.06%	126
2019 Q4	$480K	Buy	8,053 +85	+1%	+$4.88K	0.06%	141
2019 Q3	$446K	Sell	7,968 -60	-0.7%	-$3.35K	0.06%	139
2019 Q2	$449K	Sell	8,028 -200	-2%	-$11K	0.06%	137
2019 Q1	$444K	Hold	8,228	–	–	0.06%	128
2018 Q4	$382K	Sell	8,228 -200	-2%	-$10.1K	0.06%	133
2018 Q3	$465K	Hold	8,428	–	–	0.06%	130
2018 Q2	$447K	Hold	8,428	–	–	0.07%	125
2018 Q1	$435K	Hold	8,428	–	–	0.07%	129
2017 Q4	$439K	Sell	8,428 -540	-6%	-$27.4K	0.06%	126
2017 Q3	$442K	Hold	8,968	–	–	0.07%	126
2017 Q2	$431K	Hold	8,968	–	–	0.07%	131
2017 Q1	$420K	Hold	8,968	–	–	0.07%	131
2016 Q4	$401K	Hold	8,968	–	–	0.07%	128
2016 Q3	$391K	Sell	8,968 -1,600	-15%	-$69.4K	0.07%	131
2016 Q2	$444K	Hold	10,568	–	–	0.07%	122
2016 Q1	$430K	Buy	10,568 +256	+2%	+$9.74K	0.07%	121
2015 Q4	$413K	Buy	10,312 +1,004	+11%	+$40.9K	0.07%	119
2015 Q3	$362K	Hold	9,308	–	–	0.07%	124
2015 Q2	$396K	Hold	9,308	–	–	0.07%	125
2015 Q1	$403K	Hold	9,308	–	–	0.07%	124
2014 Q4	$389K	Hold	9,308	–	–	0.07%	127
2014 Q3	$368K	Hold	9,308	–	–	0.07%	121
2014 Q2	$378K	Hold	9,308	–	–	0.07%	119
2014 Q1	$360K	Hold	9,308	–	–	0.07%	119
2013 Q4	$349K	Sell	9,308 -800	-8%	-$28.9K	0.07%	118
2013 Q3	$351K	Hold	10,108	–	–	0.07%	116
2013 Q2	$328K	Buy	+10,108	New	+$328K	0.07%	116

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

Kanawha Capital Management's IWR Position: Q1 2026 in Review

Kanawha Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.7% in Q1 2026, selling an estimated $49.9K and leaving 8,306 shares worth $808K. The position accounts for 0.06% of the portfolio, ranked #141.

Kanawha Capital Management first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $877K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Kanawha Capital Management held 8,306 shares of iShares Russell Mid-Cap ETF worth $808K as of Q1 2026.
Kanawha Capital Management sold 500 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell Mid-Cap ETF made up 0.06% of Kanawha Capital Management's portfolio in Q1 2026, its #141 holding.
Kanawha Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Kanawha Capital Management's iShares Russell Mid-Cap ETF position peaked at $877K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.