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

Main 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	$12K	Hold	119	–	–	﹤0.01%	93
2025 Q4	$11K	Sell	119 -25	-17%	-$2.4K	﹤0.01%	102
2025 Q3	$14K	Hold	144	–	–	﹤0.01%	100
2025 Q2	$13K	Hold	144	–	–	﹤0.01%	98
2025 Q1	$12K	Sell	144 -23	-14%	-$2.05K	﹤0.01%	108
2024 Q4	$15K	Sell	167 -33	-17%	-$3K	﹤0.01%	119
2024 Q3	$18K	Hold	200	–	–	﹤0.01%	118
2024 Q2	$16K	Hold	200	–	–	﹤0.01%	124
2024 Q1	$17K	Hold	200	–	–	﹤0.01%	131
2023 Q4	$16K	Sell	200 -2,450	-92%	-$174K	﹤0.01%	121
2023 Q3	$184K	Hold	2,650	–	–	0.02%	67
2023 Q2	$194K	Buy	2,650 +2,450	+1,225%	+$170K	0.02%	67
2023 Q1	$14K	Hold	200	–	–	﹤0.01%	121
2022 Q4	$13K	Hold	200	–	–	﹤0.01%	122
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	128
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	126
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	125
2021 Q4	$17K	Hold	200	–	–	﹤0.01%	134
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	128
2021 Q2	$16K	Hold	200	–	–	﹤0.01%	128
2021 Q1	$15K	Hold	200	–	–	﹤0.01%	131
2020 Q4	$14K	Hold	200	–	–	﹤0.01%	120
2020 Q3	$11K	Hold	200	–	–	﹤0.01%	124
2020 Q2	$11K	Buy	+200	New	+$10K	﹤0.01%	115
2020 Q1	–	Sell	-200	Closed	-$12K	–	106
2019 Q4	$12K	Buy	+200	New	+$11.5K	﹤0.01%	90

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

Main Management's IWR Position: Q1 2026 in Review

Main Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 119 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #93.

Main Management first reported a position in IWR in Q4 2019 and has held it in 25 quarters since. The position peaked at $194K in Q2 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Main Management held 119 shares of iShares Russell Mid-Cap ETF worth $12K as of Q1 2026.
Main Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Main Management's portfolio in Q1 2026, its #93 holding.
Main Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Main Management's iShares Russell Mid-Cap ETF position peaked at $194K in Q2 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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