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

Logan 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
Q2 		$1.1K Buy
+10
New +$1.05K ﹤0.01% 407
2025
Q4 		– Sell
-10
Closed -$966 – 385
2025
Q3 		$966 Hold
10
– – ﹤0.01% 430
2025
Q2 		$920 Hold
10
– – ﹤0.01% 428
2025
Q1 		$851 Hold
10
– – ﹤0.01% 522
2024
Q4 		$884 Buy
+10
New +$908 ﹤0.01% 491

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Logan Capital Management's IWR Position: Q2 2026 in Review

Logan Capital Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 10 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in IWR as recently as Q3 2025.

Logan Capital Management first reported a position in IWR in Q4 2024 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Logan Capital Management held 10 shares of iShares Russell Mid-Cap ETF worth $1.1K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Logan Capital Management position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Logan Capital Management's portfolio in Q2 2026, its #407 holding.
  • Logan Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.