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

MWA 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	$472K	Sell	4,276 -100	-2%	-$10.5K	0.21%	86
2026 Q1	$425K	Sell	4,376 -160	-4%	-$16K	0.23%	83
2025 Q4	$437K	Buy	4,536 +32	+0.7%	+$3.08K	0.24%	82
2025 Q3	$435K	Sell	4,504 -35	-0.8%	-$3.32K	0.24%	85
2025 Q2	$417K	Sell	4,539 -495	-10%	-$42.8K	0.26%	83
2025 Q1	$428K	Buy	5,034 +670	+15%	+$59.8K	0.3%	80
2024 Q4	$386K	Buy	4,364 +50	+1%	+$4.54K	0.26%	92
2024 Q3	$380K	Hold	4,314	–	–	0.25%	91
2024 Q2	$350K	Sell	4,314 -60	-1%	-$4.88K	0.25%	91
2024 Q1	$368K	Buy	4,374 +40	+0.9%	+$3.17K	0.27%	89
2023 Q4	$337K	Buy	4,334 +180	+4%	+$12.8K	0.28%	87
2023 Q3	$288K	Buy	+4,154	New	+$303K	0.28%	94

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

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

MWA Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, selling an estimated $10.5K and leaving 4,276 shares worth $472K. The position accounts for 0.21% of the portfolio, ranked #86.

MWA Asset Management first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MWA Asset Management held 4,276 shares of iShares Russell Mid-Cap ETF worth $472K as of Q2 2026.
MWA Asset Management sold 100 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
iShares Russell Mid-Cap ETF made up 0.21% of MWA Asset Management's portfolio in Q2 2026, its #86 holding.
MWA Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MWA Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.