MIM
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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
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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Miller Investment Management's IWR Position: Q1 2026 in Review

Miller Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q1 2026, selling an estimated $628K and leaving 188,278 shares worth $18.3M. The position accounts for 1.82% of the portfolio, ranked #14.

Miller Investment Management first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $27.3M in Q2 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Miller Investment Management held 188,278 shares of iShares Russell Mid-Cap ETF worth $18.3M as of Q1 2026.
  • Miller Investment Management sold 6,287 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $628K.
  • iShares Russell Mid-Cap ETF made up 1.82% of Miller Investment Management's portfolio in Q1 2026, its #14 holding.
  • Miller Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Miller Investment Management's iShares Russell Mid-Cap ETF position peaked at $27.3M in Q2 2021.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Miller Investment Management's 13F filing for Q1 2026, filed 8 May 2026.