Newbridge Financial Services Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Newbridge Financial Services 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	$30.9K	Hold	280	–	–	﹤0.01%	606
2026 Q1	$27.2K	Buy	280 +135	+93%	+$13.5K	﹤0.01%	567
2025 Q4	$14K	Hold	145	–	–	﹤0.01%	725
2025 Q3	$14K	Hold	145	–	–	﹤0.01%	830
2025 Q2	$13.3K	Hold	145	–	–	﹤0.01%	820
2025 Q1	$12.3K	Sell	145 -140	-49%	-$12.5K	﹤0.01%	642
2024 Q4	$25.2K	Buy	+285	New	+$25.9K	0.01%	551
2024 Q3	–	Sell	-416	Closed	-$33.7K	–	879
2024 Q2	$33.7K	Hold	416	–	–	0.01%	471
2024 Q1	$35K	Sell	416 -338	-45%	-$26.8K	0.02%	481
2023 Q4	$58.6K	Sell	754 -12	-2%	-$852	0.03%	361
2023 Q3	$53.1K	Buy	766 +93	+14%	+$6.78K	0.03%	403
2023 Q2	$49.2K	Hold	673	–	–	0.02%	461
2023 Q1	$47.1K	Hold	673	–	–	0.03%	477
2022 Q4	$45.4K	Sell	673 -41	-6%	-$2.77K	0.03%	490
2022 Q3	$44K	Hold	714	–	–	0.03%	486
2022 Q2	$46K	Buy	714 +200	+39%	+$14.2K	0.03%	419
2022 Q1	$40K	Buy	514 +165	+47%	+$12.7K	0.02%	536
2021 Q4	$29K	Buy	349 +100	+40%	+$8.21K	0.01%	616
2021 Q3	$20K	Hold	249	–	–	0.01%	665
2021 Q2	$20K	Buy	249 +132	+113%	+$10.2K	0.01%	780
2021 Q1	$9K	Hold	117	–	–	0.01%	920
2020 Q4	$8K	Hold	117	–	–	0.01%	766
2020 Q3	$7K	Buy	+117	New	+$6.66K	0.01%	749

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

Newbridge Financial Services Group's IWR Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 280 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Newbridge Financial Services Group first reported a position in IWR in Q3 2020 and has held it in 23 quarters since. The position peaked at $58.6K in Q4 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Newbridge Financial Services Group held 280 shares of iShares Russell Mid-Cap ETF worth $30.9K as of Q2 2026.
Newbridge Financial Services Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #606 holding.
Newbridge Financial Services Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
Newbridge Financial Services Group's iShares Russell Mid-Cap ETF position peaked at $58.6K in Q4 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.