Mitchell McLeod Pugh & Williams’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mitchell McLeod Pugh & Williams’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	$424K	Buy	3,845 +123	+3%	+$12.9K	0.05%	228
2026 Q1	$362K	Hold	3,722	–	–	0.05%	225
2025 Q4	$379K	Hold	3,722	–	–	0.05%	225
2025 Q3	$360K	Hold	3,722	–	–	0.06%	214
2025 Q2	$342K	Hold	3,722	–	–	0.06%	213
2025 Q1	$317K	Hold	3,722	–	–	0.07%	213
2024 Q4	$329K	Hold	3,722	–	–	0.07%	206
2024 Q3	$328K	Sell	3,722 -358	-9%	-$30.2K	0.07%	210
2024 Q2	$331K	Hold	4,080	–	–	0.08%	204
2024 Q1	$343K	Sell	4,080 -18	-0.4%	-$1.43K	0.08%	199
2023 Q4	$319K	Hold	4,098	–	–	0.08%	198
2023 Q3	$284K	Sell	4,098 -612	-13%	-$44.6K	0.08%	199
2023 Q2	$344K	Hold	4,710	–	–	0.1%	187
2023 Q1	$329K	Sell	4,710 -1,330	-22%	-$93.9K	0.1%	192
2022 Q4	$407K	Buy	6,040 +513	+9%	+$34.6K	0.14%	164
2022 Q3	$344K	Buy	+5,527	New	+$380K	0.13%	165

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's IWR Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q2 2026, buying an estimated $12.9K and bringing the position to 3,845 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #228.

Mitchell McLeod Pugh & Williams first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mitchell McLeod Pugh & Williams held 3,845 shares of iShares Russell Mid-Cap ETF worth $424K as of Q2 2026.
Mitchell McLeod Pugh & Williams bought 123 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
iShares Russell Mid-Cap ETF made up 0.05% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #228 holding.
Mitchell McLeod Pugh & Williams first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.