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IWR icon

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

NewEdge 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
Q1 		$25.3M Sell
260,616
-38,702
-13% -$3.87M 0.09% 221
2025
Q4 		$28.8M Buy
299,318
+92,140
+44% +$8.86M 0.1% 190
2025
Q3 		$20M Buy
207,178
+4,832
+2% +$458K 0.09% 225
2025
Q2 		$18.6M Buy
202,346
+19,817
+11% +$1.71M 0.1% 221
2025
Q1 		$15.5M Buy
182,529
+6,302
+4% +$562K 0.09% 221
2024
Q4 		$15.6M Sell
176,227
-7,573
-4% -$687K 0.09% 212
2024
Q3 		$16.2M Sell
183,800
-11,213
-6% -$945K 0.11% 202
2024
Q2 		$15.8M Buy
195,013
+6,707
+4% +$546K 0.12% 182
2024
Q1 		$15.8M Sell
188,306
-66,700
-26% -$5.29M 0.14% 158
2023
Q4 		$19.7M Buy
255,006
+9,304
+4% +$661K 0.19% 119
2023
Q3 		$17M Buy
245,702
+31,610
+15% +$2.31M 0.19% 121
2023
Q2 		$15.6M Sell
214,092
-64,387
-23% -$4.48M 0.18% 129
2023
Q1 		$19.2M Sell
278,479
-7,294
-3% -$515K 0.24% 103
2022
Q4 		$18.8M Buy
285,773
+76,854
+37% +$5.18M 0.51% 35
2022
Q3 		$13M Buy
208,919
+12,965
+7% +$892K 0.21% 121
2022
Q2 		$12.7M Buy
195,954
+34,095
+21% +$2.43M 0.21% 119
2022
Q1 		$12.6M Sell
161,859
-277,907
-63% -$21.4M 0.2% 118
2021
Q4 		$36.5M Buy
439,766
+405,474
+1,182% +$33.3M 0.55% 35
2021
Q3 		$2.68M Buy
34,292
+23,989
+233% +$1.92M 0.07% 262
2021
Q2 		$816K Sell
10,303
-267
-3% -$20.7K 0.02% 561
2021
Q1 		$781K Buy
10,570
+876
+9% +$63.3K 0.02% 526
2020
Q4 		$665K Buy
9,694
+5,603
+137% +$357K 0.02% 529
2020
Q3 		$235K Sell
4,091
-740
-15% -$42.1K 0.01% 780
2020
Q2 		$259K Sell
4,831
-2,563
-35% -$128K 0.01% 711
2020
Q1 		$319K Sell
7,394
-4,331
-37% -$238K 0.02% 583
2019
Q4 		$699K Buy
11,725
+1,243
+12% +$71.4K 0.03% 436
2019
Q3 		$586K Buy
10,482
+1,432
+16% +$80K 0.03% 451
2019
Q2 		$506K Sell
9,050
-821
-8% -$45K 0.03% 397
2019
Q1 		$533K Sell
9,871
-585
-6% -$30.3K 0.03% 382
2018
Q4 		$486 Buy
10,456
+464
+5% +$23.4K 0.03% 375
2018
Q3 		$551K Buy
9,992
+2,136
+27% +$117K 0.04% 334
2018
Q2 		$417 Sell
7,856
-2,280
-22% -$120K 0.04% 340
2018
Q1 		$511K Sell
10,136
-1,080
-10% -$56.9K 0.06% 267
2017
Q4 		$597K Hold
11,216
– – 0.08% 214
2017
Q3 		$558K Sell
11,216
-240
-2% -$11.6K 0.09% 201
2017
Q2 		$547K Buy
11,456
+2,436
+27% +$115K 0.09% 186
2017
Q1 		$417K Buy
9,020
+2,488
+38% +$115K 0.09% 171
2016
Q4 		$297K Buy
+6,532
New +$286K 0.08% 191

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NewEdge Advisors's IWR Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, selling an estimated $3.87M and leaving 260,616 shares worth $25.3M. The position accounts for 0.09% of the portfolio, ranked #221.

NewEdge Advisors first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $36.5M in Q4 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • NewEdge Advisors held 260,616 shares of iShares Russell Mid-Cap ETF worth $25.3M as of Q1 2026.
  • NewEdge Advisors sold 38,702 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.87M.
  • iShares Russell Mid-Cap ETF made up 0.09% of NewEdge Advisors's portfolio in Q1 2026, its #221 holding.
  • NewEdge Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • NewEdge Advisors's iShares Russell Mid-Cap ETF position peaked at $36.5M in Q4 2021.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.