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

Nautilus Advisors’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	$307K	Buy	2,794 +1	+0%	+$105	0.18%	137
2026 Q1	$272K	Buy	2,793 +1	+0%	+$100	0.19%	134
2025 Q4	$269K	Buy	2,792 +1	+0%	+$96	0.18%	141
2025 Q3	$269K	Buy	2,791 +2	+0.1%	+$190	0.18%	142
2025 Q2	$257K	Buy	2,789 +1	+0%	+$86	0.19%	142
2025 Q1	$237K	Buy	2,788 +1	+0%	+$89	0.2%	136
2024 Q4	$246K	Buy	+2,787	New	+$253K	0.2%	133

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

Nautilus Advisors's IWR Position: Q2 2026 in Review

Nautilus Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,794 shares worth $307K. The position accounts for 0.18% of the portfolio, ranked #137.

Nautilus Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Nautilus Advisors held 2,794 shares of iShares Russell Mid-Cap ETF worth $307K as of Q2 2026.
Nautilus Advisors bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.18% of Nautilus Advisors's portfolio in Q2 2026, its #137 holding.
Nautilus Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.