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Miller Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Miller Investment Management’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 		$21.1M Buy
191,472
+3,194
+2% +$336K 1.93% 13
2026
Q1 		$18.3M Sell
188,278
-6,287
-3% -$628K 1.82% 14
2025
Q4 		$18.7M Sell
194,565
-31,453
-14% -$3.02M 1.83% 14
2025
Q3 		$21.8M Sell
226,018
-899
-0.4% -$85.2K 2.19% 11
2025
Q2 		$20.9M Sell
226,917
-2,589
-1% -$224K 2.19% 9
2025
Q1 		$19.5M Sell
229,506
-899
-0.4% -$80.2K 2.16% 9
2024
Q4 		$20.4M Sell
230,405
-1,403
-0.6% -$127K 2.23% 9
2024
Q3 		$20.4M Sell
231,808
-8,337
-3% -$702K 2.13% 9
2024
Q2 		$19.5M Buy
240,145
+1,488
+0.6% +$121K 2.33% 10
2024
Q1 		$20.1M Buy
238,657
+1,540
+0.6% +$122K 2.56% 9
2023
Q4 		$18.4M Sell
237,117
-2,075
-0.9% -$147K 2.62% 10
2023
Q3 		$16.6M Buy
239,192
+755
+0.3% +$55.1K 2.61% 10
2023
Q2 		$17.4M Sell
238,437
-189
-0.1% -$13.1K 2.66% 9
2023
Q1 		$16.7M Sell
238,626
-5,950
-2% -$420K 2.75% 10
2022
Q4 		$16.5M Sell
244,576
-39,285
-14% -$2.65M 2.81% 9
2022
Q3 		$17.6M Sell
283,861
-2,400
-0.8% -$165K 3.68% 6
2022
Q2 		$18.5M Sell
286,261
-8,108
-3% -$577K 3.81% 5
2022
Q1 		$23M Sell
294,369
-275
-0.1% -$21.2K 3.62% 7
2021
Q4 		$24.5M Sell
294,644
-14,878
-5% -$1.22M 3.5% 8
2021
Q3 		$24.2M Sell
309,522
-34,509
-10% -$2.76M 4.16% 6
2021
Q2 		$27.3M Buy
344,031
+2,131
+0.6% +$165K 4.75% 5
2021
Q1 		$25.3M Buy
341,900
+4,330
+1% +$313K 4.67% 5
2020
Q4 		$23.1M Buy
+337,570
New +$21.5M 4.31% 5

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Miller Investment Management's IWR Position: Q2 2026 in Review

Miller Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q2 2026, buying an estimated $336K and bringing the position to 191,472 shares worth $21.1M. The position accounts for 1.93% of the portfolio, ranked #13.

Miller Investment Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $27.3M in Q2 2021. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Miller Investment Management held 191,472 shares of iShares Russell Mid-Cap ETF worth $21.1M as of Q2 2026.
  • Miller Investment Management bought 3,194 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $336K.
  • iShares Russell Mid-Cap ETF made up 1.93% of Miller Investment Management's portfolio in Q2 2026, its #13 holding.
  • Miller Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Miller Investment Management's iShares Russell Mid-Cap ETF position peaked at $27.3M in Q2 2021.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Miller Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.