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New Republic Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New Republic Capital’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 		$116K Buy
1,052
+2
+0.2% +$210 0.03% 299
2026
Q1 		$102K Sell
1,050
-2,752
-72% -$275K 0.03% 261
2025
Q4 		$366K Buy
3,802
+2,329
+158% +$224K 0.1% 190
2025
Q3 		$142K Buy
1,473
+2
+0.1% +$190 0.04% 202
2025
Q2 		$135K Buy
1,471
+20
+1% +$1.73K 0.05% 186
2025
Q1 		$123K Buy
1,451
+180
+14% +$16.1K 0.05% 179
2024
Q4 		$112K Sell
1,271
-10,563
-89% -$959K 0.07% 174
2024
Q3 		$1.04M Sell
11,834
-6,326
-35% -$533K 0.6% 38
2024
Q2 		$1.47M Buy
18,160
+6,299
+53% +$513K 0.74% 32
2024
Q1 		$997K Sell
11,861
-184
-2% -$14.6K 0.63% 36
2023
Q4 		$936K Buy
12,045
+1,213
+11% +$86.2K 0.67% 31
2023
Q3 		$750K Buy
10,832
+28
+0.3% +$2.04K 0.61% 34
2023
Q2 		$789K Hold
10,804
– – 0.55% 35
2023
Q1 		$755K Sell
10,804
-11
-0.1% -$777 0.57% 33
2022
Q4 		$729K Buy
+10,815
New +$729K 0.58% 33

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New Republic Capital's IWR Position: Q2 2026 in Review

New Republic Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.19% in Q2 2026, buying an estimated $210 and bringing the position to 1,052 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #299.

New Republic Capital first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.47M in Q2 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • New Republic Capital held 1,052 shares of iShares Russell Mid-Cap ETF worth $116K as of Q2 2026.
  • New Republic Capital bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
  • iShares Russell Mid-Cap ETF made up 0.03% of New Republic Capital's portfolio in Q2 2026, its #299 holding.
  • New Republic Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • New Republic Capital's iShares Russell Mid-Cap ETF position peaked at $1.47M in Q2 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.