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Manning & Napier Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Manning & Napier 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 		$109K Hold
1,123
– – ﹤0.01% 335
2025
Q4 		$108K Hold
1,123
– – ﹤0.01% 315
2025
Q3 		$108K Buy
+1,123
New +$106K ﹤0.01% 309

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manning & Napier Advisors's IWR Position: Q1 2026 in Review

Manning & Napier Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 1,123 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

Manning & Napier Advisors first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Manning & Napier Advisors held 1,123 shares of iShares Russell Mid-Cap ETF worth $109K as of Q1 2026.
  • Manning & Napier Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #335 holding.
  • Manning & Napier Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.