MA
IWR icon

Montag & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Montag & Associates’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
14,131
+500
+4% +$49.9K 0.06% 208
2025
Q4 		$1.31M Buy
13,631
+8,821
+183% +$848K 0.06% 204
2025
Q3 		$464K Hold
4,810
– – 0.02% 316
2025
Q2 		$442K Sell
4,810
-1,960
-29% -$169K 0.02% 318
2025
Q1 		$576K Buy
6,770
+6
+0.1% +$535 0.03% 298
2024
Q4 		$598K Sell
6,764
-48
-0.7% -$4.36K 0.03% 304
2024
Q3 		$600K Buy
6,812
+8
+0.1% +$674 0.03% 307
2024
Q2 		$552K Buy
6,804
+5
+0.1% +$407 0.03% 300
2024
Q1 		$572K Buy
6,799
+5
+0.1% +$396 0.03% 307
2023
Q4 		$528K Buy
6,794
+1,018
+18% +$72.3K 0.03% 295
2023
Q3 		$402K Hold
5,776
– – 0.03% 310
2023
Q2 		$422K Buy
5,776
+5
+0.1% +$348 0.03% 310
2023
Q1 		$404K Sell
5,771
-689
-11% -$48.6K 0.03% 304
2022
Q4 		$436K Buy
6,460
+129
+2% +$8.7K 0.03% 282
2022
Q3 		$393K Buy
6,331
+10
+0.2% +$688 0.03% 284
2022
Q2 		$409K Buy
6,321
+6
+0.1% +$427 0.03% 285
2022
Q1 		$493K Buy
6,315
+1,586
+34% +$122K 0.03% 292
2021
Q4 		$393K Buy
4,729
+6
+0.1% +$492 0.02% 317
2021
Q3 		$369K Buy
4,723
+6
+0.1% +$481 0.02% 315
2021
Q2 		$374K Buy
4,717
+4
+0.1% +$310 0.02% 313
2021
Q1 		$348K Sell
4,713
-212
-4% -$15.3K 0.02% 322
2020
Q4 		$338K Buy
4,925
+583
+13% +$37.1K 0.02% 307
2020
Q3 		$249K Buy
+4,342
New +$247K 0.02% 277

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

Montag & Associates's IWR Position: Q1 2026 in Review

Montag & Associates increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q1 2026, buying an estimated $49.9K and bringing the position to 14,131 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #208.

Montag & Associates first reported a position in IWR in Q3 2020 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Montag & Associates held 14,131 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q1 2026.
  • Montag & Associates bought 500 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $49.9K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Montag & Associates's portfolio in Q1 2026, its #208 holding.
  • Montag & Associates first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.