Nalls Sherbakoff Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nalls Sherbakoff Group’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	$10.6K	Hold	96	–	–	0.01%	276
2026 Q1	$9.33K	Hold	96	–	–	0.01%	305
2025 Q4	$9.24K	Hold	96	–	–	0.01%	331
2025 Q3	$9.27K	Hold	96	–	–	0.01%	333
2025 Q2	$8.83K	Hold	96	–	–	0.01%	332
2025 Q1	$8.17K	Buy	+96	New	+$8.56K	0.01%	303
2023 Q4	$38.6K	Hold	496	–	–	0.03%	186
2023 Q3	$34.3K	Hold	496	–	–	0.03%	187
2023 Q2	$33.5K	Hold	496	–	–	0.03%	189
2023 Q1	$34.1K	Buy	+496	New	+$35K	0.03%	194
2018 Q4	$23K	Buy	+496	New	+$25K	0.04%	201

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

Nalls Sherbakoff Group's IWR Position: Q2 2026 in Review

Nalls Sherbakoff Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 96 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #276.

Nalls Sherbakoff Group first reported a position in IWR in Q4 2018 and has held it in 11 quarters since. The position peaked at $38.6K in Q4 2023. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Nalls Sherbakoff Group held 96 shares of iShares Russell Mid-Cap ETF worth $10.6K as of Q2 2026.
Nalls Sherbakoff Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #276 holding.
Nalls Sherbakoff Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's iShares Russell Mid-Cap ETF position peaked at $38.6K in Q4 2023.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.