MRC
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Millburn Ridgefield Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Millburn Ridgefield Corp’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 		$84.8M Hold
768,475
– – 1.61% 15
2026
Q1 		$74.7M Buy
768,475
+83,335
+12% +$8.32M 1.61% 15
2025
Q4 		$66M Hold
685,140
– – 1.57% 15
2025
Q3 		$66.2M Sell
685,140
-47,618
-6% -$4.51M 1.58% 16
2025
Q2 		$67.4M Sell
732,758
-41,962
-5% -$3.62M 1.62% 15
2025
Q1 		$65.9M Buy
774,720
+49,147
+7% +$4.38M 1.6% 16
2024
Q4 		$64.1M Buy
725,573
+6,054
+0.8% +$549K 1.6% 15
2024
Q3 		$63.4M Sell
719,519
-13,787
-2% -$1.16M 1.66% 15
2024
Q2 		$59.5M Buy
733,306
+35,525
+5% +$2.89M 1.59% 15
2024
Q1 		$58.7M Buy
697,781
+33,561
+5% +$2.66M 1.62% 15
2023
Q4 		$51.6M Sell
664,220
-53,172
-7% -$3.78M 1.58% 15
2023
Q3 		$49.7M Sell
717,392
-942,443
-57% -$68.8M 1.61% 17
2023
Q2 		$121M Sell
1,659,835
-1,272
-0.1% -$88.5K 4.14% 8
2023
Q1 		$116M Buy
1,661,107
+24,411
+1% +$1.72M 4.1% 8
2022
Q4 		$110M Buy
1,636,696
+202,972
+14% +$13.7M 4.22% 8
2022
Q3 		$89.1M Buy
1,433,724
+251,994
+21% +$17.3M 4.03% 9
2022
Q2 		$76.4M Buy
1,181,730
+309,026
+35% +$22M 4.11% 8
2022
Q1 		$68.1M Buy
872,704
+86,530
+11% +$6.66M 4.03% 8
2021
Q4 		$65.3M Buy
786,174
+48,216
+7% +$3.96M 4.16% 8
2021
Q3 		$57.7M Hold
737,958
– – 4.05% 8
2021
Q2 		$58.5M Buy
737,958
+40,491
+6% +$3.14M 4.02% 8
2021
Q1 		$51.6M Sell
697,467
-103,078
-13% -$7.45M 3.99% 8
2020
Q4 		$54.9M Sell
800,545
-206,450
-21% -$13.2M 4.18% 8
2020
Q3 		$57.8M Sell
1,006,995
-180,503
-15% -$10.3M 4.29% 8
2020
Q2 		$63.6M Sell
1,187,498
-401,205
-25% -$20.1M 4.23% 8
2020
Q1 		$68.6M Sell
1,588,703
-274,299
-15% -$15.1M 4.1% 8
2019
Q4 		$111M Buy
1,863,002
+90,249
+5% +$5.18M 4.31% 7
2019
Q3 		$99.2M Hold
1,772,753
– – 4.2% 7
2019
Q2 		$99M Buy
1,772,753
+86,226
+5% +$4.73M 4.2% 7
2019
Q1 		$91M Sell
1,686,527
-92,461
-5% -$4.79M 4.22% 7
2018
Q4 		$82.7M Buy
1,778,988
+308,332
+21% +$15.6M 4.13% 7
2018
Q3 		$81.1M Sell
1,470,656
-357,920
-20% -$19.6M 3.78% 7
2018
Q2 		$97M Sell
1,828,576
-185,348
-9% -$9.76M 4.79% 7
2018
Q1 		$104M Hold
2,013,924
– – 5.15% 7
2017
Q4 		$105M Sell
2,013,924
-164,296
-8% -$8.34M 5.5% 7
2017
Q3 		$107M Hold
2,178,220
– – 6.94% 6
2017
Q2 		$105M Buy
2,178,220
+587,956
+37% +$27.9M 7.26% 6
2017
Q1 		$74.4M Buy
1,590,264
+390,264
+33% +$18.1M 7.18% 5
2016
Q4 		$53.7M Buy
+1,200,000
New +$52.5M 7.86% 6

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Millburn Ridgefield Corp's IWR Position: Q2 2026 in Review

Millburn Ridgefield Corp held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 768,475 shares worth $84.8M. The position accounts for 1.61% of the portfolio, ranked #15.

Millburn Ridgefield Corp first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $121M in Q2 2023. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Millburn Ridgefield Corp held 768,475 shares of iShares Russell Mid-Cap ETF worth $84.8M as of Q2 2026.
  • Millburn Ridgefield Corp left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 1.61% of Millburn Ridgefield Corp's portfolio in Q2 2026, its #15 holding.
  • Millburn Ridgefield Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Millburn Ridgefield Corp's iShares Russell Mid-Cap ETF position peaked at $121M in Q2 2023.
  • 497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Millburn Ridgefield Corp's 13F filing for Q2 2026, filed 21 Jul 2026.