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

NewEdge Wealth’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	$9.52M	Sell	86,336 -3,038	-3%	-$320K	0.1%	151
2026 Q1	$8.69M	Buy	89,374 +6,153	+7%	+$615K	0.1%	141
2025 Q4	$8.01M	Sell	83,221 -4,159	-5%	-$400K	0.09%	158
2025 Q3	$8.32M	Buy	87,380 +2,554	+3%	+$242K	0.12%	143
2025 Q2	$7.9M	Buy	84,826 +3,421	+4%	+$296K	0.12%	144
2025 Q1	$6.93M	Buy	81,405 +5,224	+7%	+$466K	0.13%	137
2024 Q4	$6.73M	Sell	76,181 -1,128	-1%	-$102K	0.12%	150
2024 Q3	$6.81M	Sell	77,309 -28,616	-27%	-$2.41M	0.12%	148
2024 Q2	$8.59M	Sell	105,925 -1,063	-1%	-$86.5K	0.19%	113
2024 Q1	$8.58M	Buy	106,988 +4,089	+4%	+$324K	0.19%	118
2023 Q4	$8M	Buy	102,899 +47,091	+84%	+$3.35M	0.2%	113
2023 Q3	$3.86M	Buy	55,808 +9,844	+21%	+$718K	0.12%	154
2023 Q2	$3.36M	Buy	45,964 +38,961	+556%	+$2.71M	0.11%	171
2023 Q1	$490K	Buy	7,003 +3,338	+91%	+$236K	0.02%	410
2022 Q4	$247K	Sell	3,665 -6,683	-65%	-$451K	0.01%	479
2022 Q3	$643K	Buy	10,348 +671	+7%	+$46.2K	0.03%	317
2022 Q2	$626K	Buy	9,677 +3,655	+61%	+$260K	0.03%	354
2022 Q1	$470K	Buy	6,022 +162	+3%	+$12.5K	0.02%	309
2021 Q4	$486K	Buy	+5,860	New	+$481K	0.02%	297

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

NewEdge Wealth's IWR Position: Q2 2026 in Review

NewEdge Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q2 2026, selling an estimated $320K and leaving 86,336 shares worth $9.52M. The position accounts for 0.1% of the portfolio, ranked #151.

NewEdge Wealth first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

NewEdge Wealth held 86,336 shares of iShares Russell Mid-Cap ETF worth $9.52M as of Q2 2026.
NewEdge Wealth sold 3,038 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $320K.
iShares Russell Mid-Cap ETF made up 0.1% of NewEdge Wealth's portfolio in Q2 2026, its #151 holding.
NewEdge Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.