Meridian Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Meridian Investment Counsel’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	$361K	Hold	3,275	–	–	0.08%	190
2026 Q1	$318K	Hold	3,275	–	–	0.08%	190
2025 Q4	$315K	Hold	3,275	–	–	0.08%	190
2025 Q3	$316K	Hold	3,275	–	–	0.08%	184
2025 Q2	$301K	Hold	3,275	–	–	0.08%	186
2025 Q1	$279K	Hold	3,275	–	–	0.08%	186
2024 Q4	$290K	Hold	3,275	–	–	0.09%	184
2024 Q3	$289K	Hold	3,275	–	–	0.09%	179
2024 Q2	$266K	Hold	3,275	–	–	0.08%	186
2024 Q1	$275K	Hold	3,275	–	–	0.09%	182
2023 Q4	$255K	Hold	3,275	–	–	0.09%	184
2023 Q3	$227K	Hold	3,275	–	–	0.09%	184
2023 Q2	$239K	Buy	+3,275	New	+$228K	0.09%	187
2022 Q2	–	Sell	-2,664	Closed	-$208K	–	214
2022 Q1	$208K	Hold	2,664	–	–	0.07%	196
2021 Q4	$221K	Hold	2,664	–	–	0.07%	201
2021 Q3	$208K	Hold	2,664	–	–	0.08%	193
2021 Q2	$211K	Buy	+2,664	New	+$207K	0.07%	193

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Meridian Investment Counsel's IWR Position: Q2 2026 in Review

Meridian Investment Counsel held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,275 shares worth $361K. The position accounts for 0.08% of the portfolio, ranked #190.

Meridian Investment Counsel first reported a position in IWR in Q2 2021 and has held it in 17 quarters since. 1,271 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Meridian Investment Counsel held 3,275 shares of iShares Russell Mid-Cap ETF worth $361K as of Q2 2026.
Meridian Investment Counsel left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Meridian Investment Counsel's portfolio in Q2 2026, its #190 holding.
Meridian Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 17 quarters since.
1,271 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Meridian Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.