Keel Point’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Keel Point’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	$429K	Sell	3,889 -2,024	-34%	-$213K	0.03%	311
2026 Q1	$575K	Buy	5,913 +328	+6%	+$32.8K	0.04%	252
2025 Q4	$538K	Buy	5,585 +1,141	+26%	+$110K	0.03%	284
2025 Q3	$429K	Buy	4,444 +10	+0.2%	+$948	0.03%	333
2025 Q2	$408K	Buy	+4,434	New	+$383K	0.03%	342
2021 Q3	–	Sell	-3,013	Closed	-$239K	–	283
2021 Q2	$239K	Buy	3,013 +1	+0%	+$78	0.03%	234
2021 Q1	$223K	Buy	3,012 +2	+0.1%	+$145	0.02%	249
2020 Q4	$206K	Buy	+3,010	New	+$192K	0.02%	232

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

Keel Point's IWR Position: Q2 2026 in Review

Keel Point reduced its iShares Russell Mid-Cap ETF (IWR) stake by 34% in Q2 2026, selling an estimated $213K and leaving 3,889 shares worth $429K. The position accounts for 0.03% of the portfolio, ranked #311.

Keel Point first reported a position in IWR in Q4 2020 and has held it in 8 quarters since. The position peaked at $575K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Keel Point held 3,889 shares of iShares Russell Mid-Cap ETF worth $429K as of Q2 2026.
Keel Point sold 2,024 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $213K.
iShares Russell Mid-Cap ETF made up 0.03% of Keel Point's portfolio in Q2 2026, its #311 holding.
Keel Point first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 8 quarters since.
Keel Point's iShares Russell Mid-Cap ETF position peaked at $575K in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.