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 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 $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

Keel Point's IWR Position: Q1 2026 in Review

Keel Point increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.9% in Q1 2026, buying an estimated $32.8K and bringing the position to 5,913 shares worth $575K. The position accounts for 0.04% of the portfolio, ranked #252.

Keel Point first reported a position in IWR in Q4 2020 and has held it in 7 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Keel Point held 5,913 shares of iShares Russell Mid-Cap ETF worth $575K as of Q1 2026.
Keel Point bought 328 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $32.8K.
iShares Russell Mid-Cap ETF made up 0.04% of Keel Point's portfolio in Q1 2026, its #252 holding.
Keel Point first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 7 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.