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

Manchester 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	$2.16M	Sell	19,568 -1,500	-7%	-$158K	0.28%	56
2026 Q1	$2.05M	Hold	21,068	–	–	0.3%	52
2025 Q4	$2.03M	Hold	21,068	–	–	0.28%	58
2025 Q3	$2.03M	Sell	21,068 -990	-4%	-$93.8K	0.28%	57
2025 Q2	$2.03M	Hold	22,058	–	–	0.27%	57
2025 Q1	$1.88M	Buy	22,058 +13,167	+148%	+$1.17M	0.23%	70
2024 Q4	$786K	Hold	8,891	–	–	0.09%	142
2024 Q3	$784K	Hold	8,891	–	–	0.09%	146
2024 Q2	$721K	Buy	8,891 +6,891	+345%	+$561K	0.09%	143
2024 Q1	$168K	Hold	2,000	–	–	0.02%	334
2023 Q4	$155K	Sell	2,000 -3,059	-60%	-$217K	0.02%	315
2023 Q3	$350K	Hold	5,059	–	–	0.05%	202
2023 Q2	$369K	Buy	5,059 +2,000	+65%	+$139K	0.05%	205
2023 Q1	$214K	Sell	3,059 -28,927	-90%	-$2.04M	0.03%	281
2022 Q4	$2.16M	Buy	31,986 +27,466	+608%	+$1.85M	0.32%	43
2022 Q3	$281K	Buy	4,520 +504	+13%	+$34.7K	0.05%	180
2022 Q2	$260K	Buy	4,016 +647	+19%	+$46.1K	0.04%	195
2022 Q1	$263K	Buy	+3,369	New	+$259K	0.04%	223
2020 Q1	–	Sell	-133,837	Closed	-$7.98M	–	557
2019 Q4	$7.98M	Hold	133,837	–	–	0.87%	14
2019 Q3	$7.49M	Hold	133,837	–	–	0.88%	15
2019 Q2	$7.48M	Hold	133,837	–	–	0.96%	11
2019 Q1	$7.22M	Buy	133,837 +130,132	+3,512%	+$6.74M	0.92%	12
2018 Q4	$786K	Sell	3,705 -10,795	-74%	-$545K	0.12%	99
2018 Q3	$799K	Sell	14,500 -320	-2%	-$17.5K	0.11%	98
2018 Q2	$786K	Hold	14,820	–	–	0.12%	100
2018 Q1	$765K	Hold	14,820	–	–	0.12%	94
2017 Q4	$771K	Hold	14,820	–	–	0.11%	98
2017 Q3	$730K	Hold	14,820	–	–	0.11%	95
2017 Q2	$712K	Hold	14,820	–	–	0.11%	98
2017 Q1	$694K	Hold	14,820	–	–	0.11%	99
2016 Q4	$663K	Sell	14,820 -1,232	-8%	-$53.9K	0.1%	101
2016 Q3	$700K	Hold	16,052	–	–	0.11%	91
2016 Q2	$675K	Hold	16,052	–	–	0.1%	94
2016 Q1	$654K	Hold	16,052	–	–	0.09%	96
2015 Q4	$643K	Hold	16,052	–	–	0.09%	95
2015 Q3	$624K	Buy	16,052 +1,232	+8%	+$51K	0.1%	81
2015 Q2	$631K	Hold	14,820	–	–	0.1%	94
2015 Q1	$641K	Sell	14,820 -1,068	-7%	-$45.4K	0.1%	87
2014 Q4	$663K	Buy	15,888 +13,632	+604%	+$553K	0.08%	112
2014 Q3	$89K	Hold	2,256	–	–	0.01%	600
2014 Q2	$92K	Buy	2,256 +1,128	+100%	+$44K	0.01%	582
2014 Q1	$44K	Hold	1,128	–	–	0.01%	661
2013 Q4	$42K	Hold	1,128	–	–	0.01%	623
2013 Q3	$39K	Hold	1,128	–	–	0.01%	654
2013 Q2	$37K	Buy	+1,128	New	+$36.6K	0.01%	655

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Manchester Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $158K and leaving 19,568 shares worth $2.16M. The position accounts for 0.28% of the portfolio, ranked #56.

Manchester Capital Management first reported a position in IWR in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.98M in Q4 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Manchester Capital Management held 19,568 shares of iShares Russell Mid-Cap ETF worth $2.16M as of Q2 2026.
Manchester Capital Management sold 1,500 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $158K.
iShares Russell Mid-Cap ETF made up 0.28% of Manchester Capital Management's portfolio in Q2 2026, its #56 holding.
Manchester Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 45 quarters since.
Manchester Capital Management's iShares Russell Mid-Cap ETF position peaked at $7.98M in Q4 2019.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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