MainStreet Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MainStreet Investment Advisors’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	$222K	Hold	2,283	–	–	0.03%	156
2025 Q4	$220K	Hold	2,283	–	–	0.03%	155
2025 Q3	$220K	Hold	2,283	–	–	0.03%	153
2025 Q2	$210K	Buy	+2,283	New	+$197K	0.03%	153
2025 Q1	–	Sell	-2,660	Closed	-$235K	–	159
2024 Q4	$235K	Hold	2,660	–	–	0.03%	144
2024 Q3	$234K	Hold	2,660	–	–	0.03%	149
2024 Q2	$216K	Hold	2,660	–	–	0.03%	154
2024 Q1	$224K	Hold	2,660	–	–	0.03%	164
2023 Q4	$207K	Buy	+2,660	New	+$189K	0.02%	168
2022 Q2	–	Sell	-2,761	Closed	-$215K	–	181
2022 Q1	$215K	Hold	2,761	–	–	0.02%	175
2021 Q4	$229K	Hold	2,761	–	–	0.02%	184
2021 Q3	$216K	Hold	2,761	–	–	0.02%	174
2021 Q2	$219K	Hold	2,761	–	–	0.02%	178
2021 Q1	$204K	Buy	+2,761	New	+$200K	0.02%	180

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

MainStreet Investment Advisors's IWR Position: Q1 2026 in Review

MainStreet Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,283 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #156.

MainStreet Investment Advisors first reported a position in IWR in Q1 2021 and has held it in 14 quarters since. The position peaked at $235K in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

MainStreet Investment Advisors held 2,283 shares of iShares Russell Mid-Cap ETF worth $222K as of Q1 2026.
MainStreet Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of MainStreet Investment Advisors's portfolio in Q1 2026, its #156 holding.
MainStreet Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 14 quarters since.
MainStreet Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $235K in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on MainStreet Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.