Mullaney, Keating & Wright’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mullaney, Keating & Wright’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	$10.6M	Buy	95,838 +92	+0.1%	+$9.68K	5.11%	3
2026 Q1	$9.31M	Sell	95,746 -632	-0.7%	-$63.1K	5.06%	3
2025 Q4	$9.28M	Sell	96,378 -117	-0.1%	-$11.2K	4.9%	3
2025 Q3	$9.32M	Buy	96,495 +4,170	+5%	+$395K	5.17%	3
2025 Q2	$8.49M	Sell	92,325 -93	-0.1%	-$8.03K	5.56%	3
2025 Q1	$7.86M	Buy	92,418 +60	+0.1%	+$5.35K	5.3%	3
2024 Q4	$8.16M	Sell	92,358 -1,139	-1%	-$103K	5.51%	3
2024 Q3	$8.24M	Buy	93,497 +383	+0.4%	+$32.3K	5.72%	3
2024 Q2	$7.55M	Buy	+93,114	New	+$7.58M	5.85%	3

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

Mullaney, Keating & Wright's IWR Position: Q2 2026 in Review

Mullaney, Keating & Wright increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.1% in Q2 2026, buying an estimated $9.68K and bringing the position to 95,838 shares worth $10.6M. The position accounts for 5.11% of the portfolio, ranked #3.

Mullaney, Keating & Wright first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mullaney, Keating & Wright held 95,838 shares of iShares Russell Mid-Cap ETF worth $10.6M as of Q2 2026.
Mullaney, Keating & Wright bought 92 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.68K.
iShares Russell Mid-Cap ETF made up 5.11% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #3 holding.
Mullaney, Keating & Wright first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.