MEG
IWR icon

Millstone Evans Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Millstone Evans Group’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 		$213K Hold
1,932
– – 0.12% 133
2026
Q1 		$188K Hold
1,932
– – 0.11% 146
2025
Q4 		$186K Hold
1,932
– – 0.11% 153
2025
Q3 		$187K Hold
1,932
– – 0.12% 136
2025
Q2 		$178K Sell
1,932
-398
-17% -$34.4K 0.12% 133
2025
Q1 		$198K Buy
2,330
+398
+21% +$35.5K 0.13% 120
2024
Q4 		$171K Buy
+1,932
New +$175K 0.12% 131

Other funds holding IWR

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Millstone Evans Group's IWR Position: Q2 2026 in Review

Millstone Evans Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,932 shares worth $213K. The position accounts for 0.12% of the portfolio, ranked #133.

Millstone Evans Group first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,409 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Millstone Evans Group held 1,932 shares of iShares Russell Mid-Cap ETF worth $213K as of Q2 2026.
  • Millstone Evans Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.12% of Millstone Evans Group's portfolio in Q2 2026, its #133 holding.
  • Millstone Evans Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.