MOTCO’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MOTCO’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	$11K	Hold	100	–	–	﹤0.01%	430
2026 Q1	$9.72K	Hold	100	–	–	﹤0.01%	456
2025 Q4	$9.63K	Sell	100 -1,108	-92%	-$107K	﹤0.01%	474
2025 Q3	$117K	Hold	1,208	–	–	0.01%	257
2025 Q2	$113K	Sell	1,208 -100	-8%	-$8.64K	0.01%	244
2025 Q1	$111K	Hold	1,308	–	–	0.01%	231
2024 Q4	$116K	Hold	1,308	–	–	0.01%	222
2024 Q3	$115K	Hold	1,308	–	–	0.01%	248
2024 Q2	$106K	Hold	1,308	–	–	0.01%	328
2024 Q1	$110K	Hold	1,308	–	–	0.01%	324
2023 Q4	$102K	Hold	1,308	–	–	0.01%	297
2023 Q3	$90.6K	Hold	1,308	–	–	0.01%	299
2023 Q2	$95.5K	Hold	1,308	–	–	0.01%	286
2023 Q1	$91.5K	Sell	1,308 -346	-21%	-$24.4K	0.01%	275
2022 Q4	$112K	Hold	1,654	–	–	0.01%	272
2022 Q3	$103K	Sell	1,654 -1,438	-47%	-$98.9K	0.01%	284
2022 Q2	$200K	Hold	3,092	–	–	0.02%	232
2022 Q1	$241K	Buy	3,092 +346	+13%	+$26.6K	0.02%	225
2021 Q4	$228K	Hold	2,746	–	–	0.01%	222
2021 Q3	$215K	Hold	2,746	–	–	0.01%	225
2021 Q2	$218K	Hold	2,746	–	–	0.01%	233
2021 Q1	$203K	Sell	2,746 -600	-18%	-$43.4K	0.01%	229
2020 Q4	$229K	Buy	3,346 +998	+43%	+$63.6K	0.02%	217
2020 Q3	$134K	Buy	2,348 +200	+9%	+$11.4K	0.01%	253
2020 Q2	$115K	Hold	2,148	–	–	0.01%	247
2020 Q1	$93K	Hold	2,148	–	–	0.01%	257
2019 Q4	$128K	Hold	2,148	–	–	0.01%	250
2019 Q3	$121K	Hold	2,148	–	–	0.01%	256
2019 Q2	$120K	Hold	2,148	–	–	0.01%	271
2019 Q1	$116K	Hold	2,148	–	–	0.01%	255
2018 Q4	$100K	Hold	2,148	–	–	0.01%	262
2018 Q3	$118K	Hold	2,148	–	–	0.01%	252
2018 Q2	$114K	Sell	2,148 -140	-6%	-$7.37K	0.01%	244
2018 Q1	$118K	Hold	2,288	–	–	0.01%	242
2017 Q4	$119K	Sell	2,288 -1,860	-45%	-$94.4K	0.01%	227
2017 Q3	$205K	Sell	4,148 -124	-3%	-$5.99K	0.02%	197
2017 Q2	$205K	Hold	4,272	–	–	0.02%	196
2017 Q1	$200K	Hold	4,272	–	–	0.02%	186
2016 Q4	$191K	Hold	4,272	–	–	0.02%	185
2016 Q3	$186K	Hold	4,272	–	–	0.02%	192
2016 Q2	$179K	Hold	4,272	–	–	0.02%	193
2016 Q1	$174K	Sell	4,272 -152	-3%	-$5.78K	0.02%	189
2015 Q4	$177K	Sell	4,424 -216	-5%	-$8.8K	0.02%	186
2015 Q3	$180K	Sell	4,640 -48	-1%	-$1.99K	0.02%	186
2015 Q2	$200K	Sell	4,688 -100	-2%	-$4.35K	0.02%	179
2015 Q1	$207K	Sell	4,788 -668	-12%	-$28.4K	0.02%	178
2014 Q4	$228K	Sell	5,456 -172	-3%	-$6.98K	0.02%	184
2014 Q3	$223K	Hold	5,628	–	–	0.02%	187
2014 Q2	$228K	Sell	5,628 -960	-15%	-$37.4K	0.03%	178
2014 Q1	$255K	Hold	6,588	–	–	0.03%	171
2013 Q4	$247K	Sell	6,588 -644	-9%	-$23.3K	0.03%	171
2013 Q3	$252K	Hold	7,232	–	–	0.03%	172
2013 Q2	$234K	Buy	+7,232	New	+$234K	0.03%	178

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

MOTCO's IWR Position: Q2 2026 in Review

MOTCO held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 100 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

MOTCO first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $255K in Q1 2014. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MOTCO held 100 shares of iShares Russell Mid-Cap ETF worth $11K as of Q2 2026.
MOTCO left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #430 holding.
MOTCO first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
MOTCO's iShares Russell Mid-Cap ETF position peaked at $255K in Q1 2014.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.