MML Investors Services
IWR icon

MML Investors Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MML Investors Services’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 		$29.5M Sell
303,485
-20,142
-6% -$2.01M 0.08% 246
2025
Q4 		$31.2M Buy
323,627
+24,160
+8% +$2.32M 0.08% 253
2025
Q3 		$28.9M Sell
299,467
-35,663
-11% -$3.38M 0.08% 247
2025
Q2 		$30.8M Buy
335,130
+19,765
+6% +$1.71M 0.09% 220
2025
Q1 		$26.8M Sell
315,365
-10,517
-3% -$938K 0.09% 224
2024
Q4 		$28.8M Buy
325,882
+17,362
+6% +$1.58M 0.1% 208
2024
Q3 		$27.2M Buy
308,520
+3,911
+1% +$330K 0.1% 213
2024
Q2 		$24.7M Sell
304,609
-4,514
-1% -$367K 0.1% 210
2024
Q1 		$26M Sell
309,123
-15,779
-5% -$1.25M 0.11% 206
2023
Q4 		$25.3M Sell
324,902
-94,912
-23% -$6.74M 0.12% 190
2023
Q3 		$29.1M Sell
419,814
-13,583
-3% -$991K 0.16% 140
2023
Q2 		$31.7M Buy
433,397
+23,508
+6% +$1.64M 0.17% 125
2023
Q1 		$28.7M Sell
409,889
-187,938
-31% -$13.3M 0.2% 107
2022
Q4 		$40.3M Buy
597,827
+28,880
+5% +$1.95M 0.26% 84
2022
Q3 		$35.4M Buy
568,947
+6,742
+1% +$464K 0.27% 77
2022
Q2 		$36.4M Buy
562,205
+20,167
+4% +$1.44M 0.28% 72
2022
Q1 		$42.3M Buy
542,038
+8,866
+2% +$682K 0.3% 66
2021
Q4 		$44.3M Buy
533,172
+52,621
+11% +$4.32M 0.32% 60
2021
Q3 		$37.6M Buy
480,551
+42,715
+10% +$3.42M 0.3% 62
2021
Q2 		$34.7M Buy
437,836
+9,450
+2% +$733K 0.29% 60
2021
Q1 		$31.7M Buy
428,386
+25,245
+6% +$1.82M 0.3% 64
2020
Q4 		$27.6M Buy
403,141
+20,982
+5% +$1.34M 0.3% 73
2020
Q3 		$21.9M Buy
382,159
+3,342
+0.9% +$190K 0.27% 83
2020
Q2 		$20.3M Sell
378,817
-68,067
-15% -$3.41M 0.27% 88
2020
Q1 		$19.3M Sell
446,884
-63,722
-12% -$3.51M 0.33% 70
2019
Q4 		$30.4M Buy
510,606
+144,221
+39% +$8.28M 0.44% 41
2019
Q3 		$20.5M Sell
366,385
-34,016
-8% -$1.9M 0.33% 69
2019
Q2 		$22.4M Sell
400,401
-4,394
-1% -$241K 0.32% 69
2019
Q1 		$21.8M Sell
404,795
-48,133
-11% -$2.49M 0.34% 70
2018
Q4 		$21.1M Buy
452,928
+54,812
+14% +$2.76M 0.38% 61
2018
Q3 		$21.9M Buy
398,116
+121,428
+44% +$6.65M 0.37% 65
2018
Q2 		$14.7M Sell
276,688
-33,112
-11% -$1.74M 0.32% 80
2018
Q1 		$16M Buy
309,800
+29,700
+11% +$1.57M 0.34% 78
2017
Q4 		$14.6M Sell
280,100
-16,664
-6% -$846K 0.28% 84
2017
Q3 		$14.6M Sell
296,764
-1,185,532
-80% -$57.2M 0.3% 81
2017
Q2 		$71.2M Buy
+1,482,296
New +$70.3M 1.37% 10

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

MML Investors Services's IWR Position: Q1 2026 in Review

MML Investors Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.2% in Q1 2026, selling an estimated $2.01M and leaving 303,485 shares worth $29.5M. The position accounts for 0.08% of the portfolio, ranked #246.

MML Investors Services first reported a position in IWR in Q2 2017 and has held it in 36 quarters since. The position peaked at $71.2M in Q2 2017. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • MML Investors Services held 303,485 shares of iShares Russell Mid-Cap ETF worth $29.5M as of Q1 2026.
  • MML Investors Services sold 20,142 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.01M.
  • iShares Russell Mid-Cap ETF made up 0.08% of MML Investors Services's portfolio in Q1 2026, its #246 holding.
  • MML Investors Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 36 quarters since.
  • MML Investors Services's iShares Russell Mid-Cap ETF position peaked at $71.2M in Q2 2017.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.