Marquette Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marquette Associates’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	–	Sell	-15,136	Closed	-$1.47M	–	42
2026 Q1	$1.47M	Buy	+15,136	New	+$1.51M	1.6%	10
2025 Q4	–	Sell	-1,197	Closed	-$116K	–	33
2025 Q3	$116K	Hold	1,197	–	–	0.14%	22
2025 Q2	$110K	Hold	1,197	–	–	0.11%	24
2025 Q1	$102K	Hold	1,197	–	–	0.1%	23
2024 Q4	$106K	Buy	+1,197	New	+$109K	0.09%	25
2024 Q2	–	Sell	-1,256	Closed	-$106K	–	38
2024 Q1	$106K	Buy	1,256 +912	+265%	+$72.3K	0.07%	27
2023 Q4	$97.6K	Buy	+344	New	+$24.4K	0.1%	24

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

Marquette Associates's IWR Position: Q2 2026 in Review

Marquette Associates sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 15,136 shares — an estimated $1.47M sold.

Marquette Associates first reported a position in IWR in Q4 2023 and held it in 7 quarters. The position peaked at $1.47M in Q1 2026. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Marquette Associates reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Marquette Associates sold 15,136 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.47M.
Marquette Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and held it in 7 quarters.
Marquette Associates's iShares Russell Mid-Cap ETF position peaked at $1.47M in Q1 2026.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Marquette Associates's 13F filing for Q2 2026, filed 14 Aug 2026.