McIlrath & Eck’s iShares Russell Mid-Cap ETF IWR Stock Holding History

McIlrath & Eck’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	$17.7K	Sell	182 -962	-84%	-$96.1K	﹤0.01%	871
2025 Q4	$110K	Buy	1,144 +962	+529%	+$92.5K	0.01%	233
2025 Q3	$17.6K	Hold	182	–	–	﹤0.01%	525
2025 Q2	$16.7K	Hold	182	–	–	﹤0.01%	509
2025 Q1	$15.5K	Hold	182	–	–	﹤0.01%	519
2024 Q4	$16.1K	Hold	182	–	–	﹤0.01%	525
2024 Q3	$16K	Hold	182	–	–	﹤0.01%	522
2024 Q2	$14.8K	Hold	182	–	–	﹤0.01%	521
2024 Q1	$15.3K	Hold	182	–	–	﹤0.01%	525
2023 Q4	$14.1K	Sell	182 -88	-33%	-$6.25K	﹤0.01%	487
2023 Q3	$18.7K	Buy	270 +88	+48%	+$6.42K	﹤0.01%	419
2023 Q2	$13.3K	Hold	182	–	–	﹤0.01%	504
2023 Q1	$12.7K	Hold	182	–	–	﹤0.01%	504
2022 Q4	$12.3K	Hold	182	–	–	﹤0.01%	497
2022 Q3	$11K	Hold	182	–	–	﹤0.01%	512
2022 Q2	$12K	Buy	182 +82	+82%	+$5.84K	﹤0.01%	474
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	560
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	564
2021 Q3	$8K	Hold	100	–	–	﹤0.01%	554
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	554
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	538
2020 Q4	$7K	Hold	100	–	–	﹤0.01%	480
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	458
2020 Q2	$5K	Hold	100	–	–	﹤0.01%	469
2020 Q1	$4K	Hold	100	–	–	﹤0.01%	477
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	450
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	430
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	454
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	454
2018 Q4	$5K	Sell	100 -40	-29%	-$2.02K	﹤0.01%	370
2018 Q3	$8K	Hold	140	–	–	﹤0.01%	318
2018 Q2	$7K	Hold	140	–	–	﹤0.01%	323
2018 Q1	$7K	Hold	140	–	–	﹤0.01%	306
2017 Q4	$7K	Buy	+140	New	+$7.11K	﹤0.01%	322

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McIlrath & Eck's IWR Position: Q1 2026 in Review

McIlrath & Eck reduced its iShares Russell Mid-Cap ETF (IWR) stake by 84% in Q1 2026, selling an estimated $96.1K and leaving 182 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

McIlrath & Eck first reported a position in IWR in Q4 2017 and has held it in 34 quarters since. The position peaked at $110K in Q4 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

McIlrath & Eck held 182 shares of iShares Russell Mid-Cap ETF worth $17.7K as of Q1 2026.
McIlrath & Eck sold 962 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $96.1K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #871 holding.
McIlrath & Eck first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's iShares Russell Mid-Cap ETF position peaked at $110K in Q4 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.