National Bank of Canada’s iShares Russell Mid-Cap ETF IWR Stock Holding History

National Bank of Canada’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 Q1	$427K	Hold	4,388	–	–	﹤0.01%	1430
2025 Q4	$422K	Buy	4,388 +132	+3%	+$12.7K	﹤0.01%	1402
2025 Q3	$411K	Buy	4,256 +1,124	+36%	+$107K	﹤0.01%	1387
2025 Q2	$288K	Sell	3,132 -536	-15%	-$46.3K	﹤0.01%	1538
2025 Q1	$312K	Sell	3,668 -325	-8%	-$29K	﹤0.01%	1428
2024 Q4	$353K	Buy	3,993 +2,445	+158%	+$222K	﹤0.01%	1495
2024 Q3	$136K	Hold	1,548	–	–	﹤0.01%	1469
2024 Q2	$124K	Buy	1,548 +468	+43%	+$38.1K	﹤0.01%	1435
2024 Q1	$89K	Hold	1,080	–	–	﹤0.01%	1583
2023 Q4	$83.5K	Buy	1,080 +150	+16%	+$10.7K	﹤0.01%	1619
2023 Q3	$63.5K	Hold	930	–	–	﹤0.01%	1743
2023 Q2	$67.9K	Hold	930	–	–	﹤0.01%	1694
2023 Q1	$65K	Buy	930 +730	+365%	+$51.5K	﹤0.01%	1632
2022 Q4	$13.5K	Hold	200	–	–	﹤0.01%	2099
2022 Q3	$12K	Hold	200	–	–	﹤0.01%	2138
2022 Q2	$13K	Hold	200	–	–	﹤0.01%	2194
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	2246
2021 Q4	$17K	Buy	+200	New	+$16.4K	﹤0.01%	2203

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

National Bank of Canada's IWR Position: Q1 2026 in Review

National Bank of Canada held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,388 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

National Bank of Canada first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

National Bank of Canada held 4,388 shares of iShares Russell Mid-Cap ETF worth $427K as of Q1 2026.
National Bank of Canada left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1430 holding.
National Bank of Canada first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.