Middleton & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Middleton & Co’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	$2.28M	Sell	23,478 -200	-0.8%	-$20K	0.26%	69
2025 Q4	$2.28M	Sell	23,678 -220	-0.9%	-$21.2K	0.24%	70
2025 Q3	$2.31M	Sell	23,898 -1,508	-6%	-$143K	0.25%	71
2025 Q2	$2.34M	Sell	25,406 -1,892	-7%	-$163K	0.26%	68
2025 Q1	$2.32M	Sell	27,298 -5,500	-17%	-$491K	0.27%	74
2024 Q4	$2.9M	Sell	32,798 -824	-2%	-$74.8K	0.32%	65
2024 Q3	$2.96M	Sell	33,622 -1,580	-4%	-$133K	0.33%	67
2024 Q2	$2.85M	Sell	35,202 -262	-0.7%	-$21.3K	0.33%	64
2024 Q1	$2.98M	Sell	35,464 -200	-0.6%	-$15.8K	0.34%	63
2023 Q4	$2.77M	Sell	35,664 -200	-0.6%	-$14.2K	0.35%	62
2023 Q3	$2.48M	Sell	35,864 -1,804	-5%	-$132K	0.34%	63
2023 Q2	$2.75M	Buy	37,668 +200	+0.5%	+$13.9K	0.36%	64
2023 Q1	$2.62M	Sell	37,468 -46	-0.1%	-$3.25K	0.38%	62
2022 Q4	$2.53M	Buy	37,514 +85	+0.2%	+$5.73K	0.38%	68
2022 Q3	$2.33M	Sell	37,429 -11,380	-23%	-$783K	0.35%	67
2022 Q2	$3.16M	Buy	48,809 +30	+0.1%	+$2.14K	0.4%	63
2022 Q1	$3.81M	Sell	48,779 -641	-1%	-$49.3K	0.41%	61
2021 Q4	$4.1M	Sell	49,420 -775	-2%	-$63.6K	0.4%	62
2021 Q3	$3.93M	Sell	50,195 -1,760	-3%	-$141K	0.42%	59
2021 Q2	$4.12M	Hold	51,955	–	–	0.45%	58
2021 Q1	$3.84M	Sell	51,955 -600	-1%	-$43.4K	0.43%	58
2020 Q4	$3.6M	Sell	52,555 -1,525	-3%	-$97.1K	0.43%	57
2020 Q3	$3.1M	Sell	54,080 -1,720	-3%	-$97.9K	0.41%	57
2020 Q2	$2.99M	Buy	55,800 +370	+0.7%	+$18.5K	0.43%	57
2020 Q1	$2.39M	Sell	55,430 -3,135	-5%	-$173K	0.42%	59
2019 Q4	$3.49M	Sell	58,565 -430	-0.7%	-$24.7K	0.5%	57
2019 Q3	$3.3M	Sell	58,995 -900	-2%	-$50.3K	0.51%	58
2019 Q2	$3.35M	Sell	59,895 -90	-0.2%	-$4.94K	0.52%	57
2019 Q1	$3.24M	Buy	59,985 +95	+0.2%	+$4.92K	0.52%	57
2018 Q4	$2.78M	Sell	59,890 -850	-1%	-$42.9K	0.51%	58
2018 Q3	$3.35M	Buy	60,740 +2,480	+4%	+$136K	0.52%	59
2018 Q2	$3.09M	Buy	58,260 +60	+0.1%	+$3.16K	0.53%	59
2018 Q1	$3M	Sell	58,200 -1,780	-3%	-$93.8K	0.54%	59
2017 Q4	$3.12M	Sell	59,980 -100	-0.2%	-$5.08K	0.52%	62
2017 Q3	$2.96M	Buy	60,080 +10,504	+21%	+$507K	0.53%	59
2017 Q2	$2.38M	Buy	49,576 +40	+0.1%	+$1.9K	0.51%	67
2017 Q1	$2.32M	Buy	49,536 +20	+0%	+$927	0.51%	65
2016 Q4	$2.21M	Buy	49,516 +428	+0.9%	+$18.7K	0.5%	65
2016 Q3	$2.14M	Buy	49,088 +200	+0.4%	+$8.67K	0.48%	63
2016 Q2	$2.06M	Buy	48,888 +4,100	+9%	+$169K	0.47%	61
2016 Q1	$1.82M	Buy	44,788 +500	+1%	+$19K	0.42%	62
2015 Q4	$1.77M	Buy	44,288 +3,000	+7%	+$122K	0.4%	62
2015 Q3	$1.61M	Buy	41,288 +620	+2%	+$25.7K	0.38%	66
2015 Q2	$1.73M	Buy	40,668 +500	+1%	+$21.7K	0.38%	68
2015 Q1	$1.74M	Buy	40,168 +420	+1%	+$17.9K	0.38%	70
2014 Q4	$1.66M	Buy	39,748 +148	+0.4%	+$6.01K	0.37%	69
2014 Q3	$1.57M	Sell	39,600 -700	-2%	-$28.2K	0.37%	70
2014 Q2	$1.64M	Buy	40,300 +1,740	+5%	+$67.8K	0.37%	69
2014 Q1	$1.49M	Buy	+38,560	New	+$1.46M	0.35%	72
2013 Q4	–	Sell	-38,260	Closed	-$1.33M	–	145
2013 Q3	$1.33M	Buy	38,260 +400	+1%	+$13.7K	0.35%	70
2013 Q2	$1.23M	Buy	+37,860	New	+$1.23M	0.36%	70

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

Middleton & Co's IWR Position: Q1 2026 in Review

Middleton & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.84% in Q1 2026, selling an estimated $20K and leaving 23,478 shares worth $2.28M. The position accounts for 0.26% of the portfolio, ranked #69.

Middleton & Co first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.12M in Q2 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Middleton & Co held 23,478 shares of iShares Russell Mid-Cap ETF worth $2.28M as of Q1 2026.
Middleton & Co sold 200 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $20K.
iShares Russell Mid-Cap ETF made up 0.26% of Middleton & Co's portfolio in Q1 2026, its #69 holding.
Middleton & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
Middleton & Co's iShares Russell Mid-Cap ETF position peaked at $4.12M in Q2 2021.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.