Morse Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Morse Asset Management’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	$101K	Hold	918	–	–	0.02%	196
2026 Q1	$89.3K	Sell	918 -2	-0.2%	-$200	0.02%	190
2025 Q4	$88.6K	Sell	920 -1	-0.1%	-$96	0.02%	181
2025 Q3	$88.9K	Hold	921	–	–	0.02%	177
2025 Q2	$84.7K	Buy	921 +10	+1%	+$864	0.02%	187
2025 Q1	$77.5K	Buy	911 +41	+5%	+$3.66K	0.02%	179
2024 Q4	$76.9K	Sell	870 -4	-0.5%	-$363	0.02%	191
2024 Q3	$77K	Buy	+874	New	+$73.6K	0.02%	210

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

Morse Asset Management's IWR Position: Q2 2026 in Review

Morse Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 918 shares worth $101K. The position accounts for 0.02% of the portfolio, ranked #196.

Morse Asset Management first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Morse Asset Management held 918 shares of iShares Russell Mid-Cap ETF worth $101K as of Q2 2026.
Morse Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Morse Asset Management's portfolio in Q2 2026, its #196 holding.
Morse Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.