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 Q2	$124K	Hold	1,123	–	–	﹤0.01%	352
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 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

Manning & Napier Advisors's IWR Position: Q2 2026 in Review

Manning & Napier Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,123 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Manning & Napier Advisors first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Manning & Napier Advisors held 1,123 shares of iShares Russell Mid-Cap ETF worth $124K as of Q2 2026.
Manning & Napier Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #352 holding.
Manning & Napier Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.