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 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 $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

Marble Harbor Investment Counsel's IWR Position: Q1 2026 in Review

Marble Harbor Investment Counsel held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,095 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #158.

Marble Harbor Investment Counsel first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Marble Harbor Investment Counsel held 3,095 shares of iShares Russell Mid-Cap ETF worth $301K as of Q1 2026.
Marble Harbor Investment Counsel left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Marble Harbor Investment Counsel's portfolio in Q1 2026, its #158 holding.
Marble Harbor Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Marble Harbor Investment Counsel's 13F filing for Q1 2026, filed 8 May 2026.