Knightsbridge Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Knightsbridge Asset 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	$2.46M	Sell	25,296 -2,690	-10%	-$269K	0.33%	55
2025 Q4	$2.69M	Sell	27,986 -3,496	-11%	-$336K	0.43%	48
2025 Q3	$3.04M	Sell	31,482 -30,073	-49%	-$2.85M	0.51%	46
2025 Q2	$5.66M	Sell	61,555 -714	-1%	-$61.7K	1.25%	29
2025 Q1	$5.3M	Sell	62,269 -2,231	-3%	-$199K	1.36%	25
2024 Q4	$5.7M	Buy	64,500 +2,071	+3%	+$188K	1.32%	26
2024 Q3	$5.5M	Buy	62,429 +1,085	+2%	+$91.4K	1.23%	32
2024 Q2	$4.97M	Buy	61,344 +4,218	+7%	+$343K	1.23%	30
2024 Q1	$4.44M	Hold	57,126	–	–	1.26%	32
2023 Q4	$4.44M	Buy	57,126 +13,469	+31%	+$957K	1.26%	32
2023 Q3	$3.02M	Buy	43,657 +1,906	+5%	+$139K	0.95%	42
2023 Q2	$3.05M	Sell	41,751 -38,404	-48%	-$2.67M	0.98%	43
2023 Q1	$5.6M	Buy	80,155 +12,283	+18%	+$867K	0.96%	42
2022 Q4	$4.58M	Sell	67,872 -440	-0.6%	-$29.7K	0.87%	41
2022 Q3	$4.25M	Buy	68,312 +5,877	+9%	+$404K	0.89%	39
2022 Q2	$4.04M	Buy	62,435 +28,531	+84%	+$2.03M	0.8%	39
2022 Q1	$2.65M	Buy	33,904 +9,094	+37%	+$700K	0.88%	41
2021 Q4	$2.06M	Buy	24,810 +3,239	+15%	+$266K	0.69%	40
2021 Q3	$1.69M	Buy	21,571 +7,131	+49%	+$571K	0.59%	41
2021 Q2	$1.14M	Buy	14,440 +2,186	+18%	+$170K	0.44%	41
2021 Q1	$906K	Buy	+12,254	New	+$886K	0.38%	39

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

Knightsbridge Asset Management's IWR Position: Q1 2026 in Review

Knightsbridge Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.6% in Q1 2026, selling an estimated $269K and leaving 25,296 shares worth $2.46M. The position accounts for 0.33% of the portfolio, ranked #55.

Knightsbridge Asset Management first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. The position peaked at $5.7M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Knightsbridge Asset Management held 25,296 shares of iShares Russell Mid-Cap ETF worth $2.46M as of Q1 2026.
Knightsbridge Asset Management sold 2,690 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $269K.
iShares Russell Mid-Cap ETF made up 0.33% of Knightsbridge Asset Management's portfolio in Q1 2026, its #55 holding.
Knightsbridge Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
Knightsbridge Asset Management's iShares Russell Mid-Cap ETF position peaked at $5.7M in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Knightsbridge Asset Management's 13F filing for Q1 2026, filed 15 May 2026.