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Mark Hillman’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mark Hillman’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 		$221K Sell
2,007
-442
-18% -$46.5K 0.16% 53
2026
Q1 		$238K Buy
2,449
+16
+0.7% +$1.6K 0.17% 53
2025
Q4 		$234K Hold
2,433
– – 0.15% 54
2025
Q3 		$235K Hold
2,433
– – 0.14% 52
2025
Q2 		$224K Buy
2,433
+4
+0.2% +$346 0.12% 50
2025
Q1 		$207K Buy
2,429
+3
+0.1% +$268 0.1% 51
2024
Q4 		$214K Sell
2,426
-56
-2% -$5.08K 0.08% 54
2024
Q3 		$219K Buy
2,482
+3
+0.1% +$253 0.08% 52
2024
Q2 		$201K Buy
2,479
+3
+0.1% +$244 0.07% 53
2024
Q1 		$208K Buy
2,476
+3
+0.1% +$238 0.07% 52
2023
Q4 		$192K Sell
2,473
-128
-5% -$9.09K 0.07% 52
2023
Q3 		$180K Sell
2,601
-73
-3% -$5.33K 0.07% 52
2023
Q2 		$195K Sell
2,674
-39
-1% -$2.71K 0.07% 54
2023
Q1 		$190K Buy
2,713
+38
+1% +$2.68K 0.07% 51
2022
Q4 		$180K Sell
2,675
-12
-0.4% -$809 0.07% 51
2022
Q3 		$167K Buy
2,687
+85
+3% +$5.85K 0.07% 48
2022
Q2 		$168K Buy
2,602
+32
+1% +$2.28K 0.06% 48
2022
Q1 		$201K Buy
2,570
+3
+0.1% +$231 0.06% 48
2021
Q4 		$213K Sell
2,567
-2
-0.1% -$164 0.07% 48
2021
Q3 		$201K Hold
2,569
– – 0.07% 49
2021
Q2 		$204K Sell
2,569
-12
-0.5% -$931 0.08% 46
2021
Q1 		$191K Buy
2,581
+103
+4% +$7.45K 0.08% 43
2020
Q4 		$170K Sell
2,478
-155
-6% -$9.87K 0.09% 46
2020
Q3 		$151K Buy
2,633
+86
+3% +$4.9K 0.11% 36
2020
Q2 		$137K Buy
2,547
+13
+0.5% +$652 0.1% 38
2020
Q1 		$109K Hold
2,534
– – 0.1% 36
2019
Q4 		$151K Buy
+2,534
New +$145K 0.11% 49

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mark Hillman's IWR Position: Q2 2026 in Review

Mark Hillman reduced its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q2 2026, selling an estimated $46.5K and leaving 2,007 shares worth $221K. The position accounts for 0.16% of the portfolio, ranked #53.

Mark Hillman first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $238K in Q1 2026. 1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Mark Hillman held 2,007 shares of iShares Russell Mid-Cap ETF worth $221K as of Q2 2026.
  • Mark Hillman sold 442 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $46.5K.
  • iShares Russell Mid-Cap ETF made up 0.16% of Mark Hillman's portfolio in Q2 2026, its #53 holding.
  • Mark Hillman first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Mark Hillman's iShares Russell Mid-Cap ETF position peaked at $238K in Q1 2026.
  • 1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hillman Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.