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MassMutual Private Wealth & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MassMutual Private Wealth & Trust’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 		$1.64M Sell
14,830
-3,564
-19% -$375K 0.04% 209
2026
Q1 		$1.79M Sell
18,394
-147
-0.8% -$14.7K 0.05% 203
2025
Q4 		$1.78M Sell
18,541
-76
-0.4% -$7.31K 0.05% 202
2025
Q3 		$1.8M Buy
18,617
+76
+0.4% +$7.2K 0.05% 205
2025
Q2 		$1.71M Buy
18,541
+9,514
+105% +$822K 0.05% 211
2025
Q1 		$768K Sell
9,027
-686
-7% -$61.2K 0.02% 276
2024
Q4 		$859K Buy
9,713
+1,123
+13% +$102K 0.02% 260
2024
Q3 		$757K Sell
8,590
-71
-0.8% -$5.98K 0.02% 268
2024
Q2 		$702K Buy
8,661
+664
+8% +$54K 0.02% 272
2024
Q1 		$672K Sell
7,997
-1,077
-12% -$85.3K 0.02% 266
2023
Q4 		$705K Buy
9,074
+1,932
+27% +$137K 0.02% 254
2023
Q3 		$495K Buy
7,142
+102
+1% +$7.44K 0.02% 287
2023
Q2 		$514K Hold
7,040
– – 0.02% 275
2023
Q1 		$492K Sell
7,040
-236
-3% -$16.7K 0.02% 273
2022
Q4 		$491K Buy
7,276
+177
+2% +$11.9K 0.02% 276
2022
Q3 		$441K Buy
7,099
+2,509
+55% +$173K 0.02% 273
2022
Q2 		$297K Sell
4,590
-340
-7% -$24.2K 0.01% 305
2022
Q1 		$385K Sell
4,930
-719
-13% -$55.3K 0.01% 304
2021
Q4 		$469K Sell
5,649
-2,472
-30% -$203K 0.02% 295
2021
Q3 		$635K Buy
8,121
+1,357
+20% +$109K 0.03% 267
2021
Q2 		$536K Buy
6,764
+1,382
+26% +$107K 0.02% 281
2021
Q1 		$398K Sell
5,382
-4
-0.1% -$289 0.02% 298
2020
Q4 		$369K Hold
5,386
– – 0.02% 306
2020
Q3 		$309K Sell
5,386
-1,512
-22% -$86.1K 0.02% 306
2020
Q2 		$370K Sell
6,898
-157
-2% -$7.87K 0.02% 279
2020
Q1 		$305K Buy
7,055
+4,234
+150% +$233K 0.02% 273
2019
Q4 		$168K Sell
2,821
-300
-10% -$17.2K 0.01% 359
2019
Q3 		$175K Buy
3,121
+1,413
+83% +$79K 0.01% 351
2019
Q2 		$95K Hold
1,708
– – 0.01% 382
2019
Q1 		$92.1K Sell
1,708
-728
-30% -$37.7K 0.01% 386
2018
Q4 		$113K Hold
2,436
– – 0.01% 356
2018
Q3 		$134K Sell
2,436
-1,048
-30% -$57.4K 0.01% 363
2018
Q2 		$185K Sell
3,484
-108
-3% -$5.69K 0.01% 339
2018
Q1 		$185K Buy
3,592
+108
+3% +$5.69K 0.02% 336
2017
Q4 		$181K Buy
3,484
+728
+26% +$37K 0.02% 351
2017
Q3 		$136K Hold
2,756
– – 0.01% 392
2017
Q2 		$132K Hold
2,756
– – 0.01% 365
2017
Q1 		$129K Buy
2,756
+768
+39% +$35.6K 0.01% 365
2016
Q4 		$88.9K Buy
+1,988
New +$86.9K 0.01% 322
2016
Q2 		$100K Sell
2,388
-100
-4% -$4.13K 0.01% 361
2016
Q1 		$101K Sell
2,488
-1,560
-39% -$59.4K 0.01% 327
2015
Q4 		$162K Buy
4,048
+1,912
+90% +$77.9K 0.02% 293
2015
Q3 		$84.6K Hold
2,136
– – 0.02% 338
2015
Q2 		$86.8K Sell
2,136
-1,252
-37% -$54.4K 0.02% 332
2015
Q1 		$147K Buy
3,388
+700
+26% +$29.8K 0.02% 304
2014
Q4 		$112K Buy
2,688
+552
+26% +$22.4K 0.04% 212
2014
Q3 		$84.6K Buy
2,136
+1,048
+96% +$42.2K 0.02% 328
2014
Q2 		$44.2K Hold
1,088
– – 0.02% 232
2014
Q1 		$42.1K Sell
1,088
-740
-40% -$28.1K 0.02% 213
2013
Q4 		$68.5K Buy
+1,828
New +$66.1K 0.06% 160

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

MassMutual Private Wealth & Trust's IWR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q2 2026, selling an estimated $375K and leaving 14,830 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #209.

MassMutual Private Wealth & Trust first reported a position in IWR in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.8M in Q3 2025. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 14,830 shares of iShares Russell Mid-Cap ETF worth $1.64M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 3,564 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $375K.
  • iShares Russell Mid-Cap ETF made up 0.04% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #209 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • MassMutual Private Wealth & Trust's iShares Russell Mid-Cap ETF position peaked at $1.8M in Q3 2025.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.