Marble Harbor Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marble Harbor Investment Counsel’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	$341K	Hold	3,095	–	–	0.03%	151
2026 Q1	$301K	Hold	3,095	–	–	0.03%	158
2025 Q4	$298K	Hold	3,095	–	–	0.03%	155
2025 Q3	$299K	Hold	3,095	–	–	0.03%	156
2025 Q2	$285K	Hold	3,095	–	–	0.03%	172
2025 Q1	$263K	Hold	3,095	–	–	0.03%	186
2024 Q4	$274K	Hold	3,095	–	–	0.03%	187
2024 Q3	$273K	Hold	3,095	–	–	0.03%	191
2024 Q2	$251K	Hold	3,095	–	–	0.03%	190
2024 Q1	$260K	Hold	3,095	–	–	0.03%	182
2023 Q4	$241K	Buy	+3,095	New	+$220K	0.03%	182

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

Marble Harbor Investment Counsel's IWR Position: Q2 2026 in Review

Marble Harbor Investment Counsel held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,095 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #151.

Marble Harbor Investment Counsel first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Marble Harbor Investment Counsel held 3,095 shares of iShares Russell Mid-Cap ETF worth $341K as of Q2 2026.
Marble Harbor Investment Counsel left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q2 2026, its #151 holding.
Marble Harbor Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q2 2026, filed 7 Aug 2026.