Monetary Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Monetary Management 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 Q1	$1.37M	Buy	14,105 +450	+3%	+$45K	0.33%	73
2025 Q4	$1.31M	Hold	13,655	–	–	0.3%	70
2025 Q3	$1.32M	Buy	13,655 +600	+5%	+$56.9K	0.3%	72
2025 Q2	$1.2M	Hold	13,055	–	–	0.3%	74
2025 Q1	$1.11M	Sell	13,055 -950	-7%	-$84.7K	0.3%	76
2024 Q4	$1.24M	Buy	14,005 +50	+0.4%	+$4.54K	0.32%	72
2024 Q3	$1.23M	Buy	13,955 +200	+1%	+$16.9K	0.32%	74
2024 Q2	$1.12M	Buy	13,755 +400	+3%	+$32.6K	0.29%	74
2024 Q1	$1.12M	Buy	13,355 +975	+8%	+$77.3K	0.31%	80
2023 Q4	$962K	Sell	12,380 -2,778	-18%	-$197K	0.3%	85
2023 Q3	$1.05M	Hold	15,158	–	–	0.35%	71
2023 Q2	$1.11M	Buy	15,158 +250	+2%	+$17.4K	0.34%	76
2023 Q1	$1.04M	Buy	14,908 +650	+5%	+$45.9K	0.31%	83
2022 Q4	$968K	Hold	14,258	–	–	0.3%	85
2022 Q3	$886K	Hold	14,258	–	–	0.29%	86
2022 Q2	$922K	Hold	14,258	–	–	0.29%	81
2022 Q1	$1.11M	Sell	14,258 -1,500	-10%	-$115K	0.29%	79
2021 Q4	$1.31M	Sell	15,758 -52	-0.3%	-$4.27K	0.32%	72
2021 Q3	$1.24M	Hold	15,810	–	–	0.34%	72
2021 Q2	$1.25M	Hold	15,810	–	–	0.38%	64
2021 Q1	$1.17M	Hold	15,810	–	–	0.37%	68
2020 Q4	$1.08M	Hold	15,810	–	–	0.36%	68
2020 Q3	$907K	Sell	15,810 -600	-4%	-$34.2K	0.32%	74
2020 Q2	$880K	Hold	16,410	–	–	0.33%	71
2020 Q1	$708K	Sell	16,410 -3,400	-17%	-$187K	0.31%	77
2019 Q4	$1.18M	Buy	19,810 +800	+4%	+$45.9K	0.43%	65
2019 Q3	$1.06M	Hold	19,010	–	–	0.4%	70
2019 Q2	$1.06M	Hold	19,010	–	–	0.41%	75
2019 Q1	$1.03M	Buy	19,010 +90	+0.5%	+$4.66K	0.41%	72
2018 Q4	$879K	Hold	18,920	–	–	0.4%	72
2018 Q3	$1.04M	Hold	18,920	–	–	0.4%	66
2018 Q2	$1M	Hold	18,920	–	–	0.41%	68
2018 Q1	$976K	Hold	18,920	–	–	0.4%	65
2017 Q4	$984K	Buy	18,920 +800	+4%	+$40.6K	0.4%	62
2017 Q3	$893K	Sell	18,120 -400	-2%	-$19.3K	0.38%	66
2017 Q2	$889K	Buy	18,520 +500	+3%	+$23.7K	0.36%	76
2017 Q1	$843K	Buy	18,020 +1,060	+6%	+$49.1K	0.37%	73
2016 Q4	$758K	Hold	16,960	–	–	0.35%	74
2016 Q3	$739K	Buy	16,960 +240	+1%	+$10.4K	0.34%	74
2016 Q2	$703K	Buy	16,720 +980	+6%	+$40.5K	0.33%	80
2016 Q1	$641K	Buy	15,740 +1,540	+11%	+$58.6K	0.31%	79
2015 Q4	$569K	Hold	14,200	–	–	0.27%	80
2015 Q3	$552K	Hold	14,200	–	–	0.28%	85
2015 Q2	$605K	Buy	14,200 +4,400	+45%	+$191K	0.27%	91
2015 Q1	$424K	Buy	9,800 +100	+1%	+$4.25K	0.19%	102
2014 Q4	$405K	Sell	9,700 -800	-8%	-$32.5K	0.18%	104
2014 Q3	$416K	Hold	10,500	–	–	0.19%	109
2014 Q2	$427K	Sell	10,500 -4,600	-30%	-$179K	0.2%	105
2014 Q1	$584K	Sell	15,100 -400	-3%	-$15.2K	0.27%	102
2013 Q4	$581K	Buy	15,500 +400	+3%	+$14.5K	0.27%	95
2013 Q3	$525K	Hold	15,100	–	–	0.28%	95
2013 Q2	$490K	Buy	+15,100	New	+$489K	0.27%	101

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Monetary Management Group's IWR Position: Q1 2026 in Review

Monetary Management Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q1 2026, buying an estimated $45K and bringing the position to 14,105 shares worth $1.37M. The position accounts for 0.33% of the portfolio, ranked #73.

Monetary Management Group first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Monetary Management Group held 14,105 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q1 2026.
Monetary Management Group bought 450 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $45K.
iShares Russell Mid-Cap ETF made up 0.33% of Monetary Management Group's portfolio in Q1 2026, its #73 holding.
Monetary Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.