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 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 $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

Marquette Associates's IWR Position: Q1 2026 in Review

Marquette Associates opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 15,136 shares worth $1.47M. The stake represents 1.6% of the portfolio and ranks #10 among its holdings. This is a return to the name: Marquette Associates previously reported a position in IWR as recently as Q3 2025.

Marquette Associates first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Marquette Associates held 15,136 shares of iShares Russell Mid-Cap ETF worth $1.47M as of Q1 2026.
iShares Russell Mid-Cap ETF was a new Marquette Associates position in Q1 2026.
iShares Russell Mid-Cap ETF made up 1.6% of Marquette Associates's portfolio in Q1 2026, its #10 holding.
Marquette Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Marquette Associates's 13F filing for Q1 2026, filed 15 May 2026.