NBC Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NBC Securities’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	$3.84M	Sell	34,782 -126	-0.4%	-$13.3K	0.26%	88
2026 Q1	$3.39M	Sell	34,908 -1,301	-4%	-$130K	0.25%	90
2025 Q4	$3.49M	Sell	36,209 -2,649	-7%	-$255K	0.26%	83
2025 Q3	$3.75M	Sell	38,858 -991	-2%	-$93.9K	0.29%	71
2025 Q2	$3.66M	Sell	39,849 -745	-2%	-$64.4K	0.3%	68
2025 Q1	$3.45M	Buy	40,594 +40,554	+101,385%	+$3.62M	0.29%	76
2024 Q4	$3.58K	Sell	40 -42,076	-100%	-$3.82M	0.33%	62
2024 Q3	$3.71M	Sell	42,116 -307	-0.7%	-$25.9K	0.31%	64
2024 Q2	$3.44M	Sell	42,423 -39	-0.1%	-$3.17K	0.31%	64
2024 Q1	$3.57M	Sell	42,462 -457	-1%	-$36.2K	0.34%	57
2023 Q4	$3.34M	Sell	42,919 -656	-2%	-$46.6K	0.34%	58
2023 Q3	$3.02M	Buy	+43,575	New	+$3.18M	0.33%	63

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

NBC Securities's IWR Position: Q2 2026 in Review

NBC Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.36% in Q2 2026, selling an estimated $13.3K and leaving 34,782 shares worth $3.84M. The position accounts for 0.26% of the portfolio, ranked #88.

NBC Securities first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

NBC Securities held 34,782 shares of iShares Russell Mid-Cap ETF worth $3.84M as of Q2 2026.
NBC Securities sold 126 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.3K.
iShares Russell Mid-Cap ETF made up 0.26% of NBC Securities's portfolio in Q2 2026, its #88 holding.
NBC Securities first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.