Nilsine Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nilsine Partners’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 Q3	$296K	Sell	2,770 -2,865	-51%	-$317K	0.02%	388
2026 Q2	$622K	Buy	5,635 +595	+12%	+$62.6K	0.04%	280
2026 Q1	$523K	Sell	5,040 -234	-4%	-$23.4K	0.04%	280
2025 Q4	$508K	Hold	5,274	–	–	0.04%	274
2025 Q3	$509K	Buy	5,274 +2,800	+113%	+$265K	0.05%	272
2025 Q2	$228K	Buy	+2,474	New	+$214K	0.02%	356
2023 Q4	–	Sell	-4,013	Closed	-$278K	–	346
2023 Q3	$278K	Buy	+4,013	New	+$293K	0.04%	285

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nilsine Partners's IWR Position: Q3 2026 in Review

Nilsine Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 51% in Q3 2026, selling an estimated $317K and leaving 2,770 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #388.

Nilsine Partners first reported a position in IWR in Q3 2023 and has held it in 7 quarters since. The position peaked at $622K in Q2 2026. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Nilsine Partners held 2,770 shares of iShares Russell Mid-Cap ETF worth $296K as of Q3 2026.
Nilsine Partners sold 2,865 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $317K.
iShares Russell Mid-Cap ETF made up 0.02% of Nilsine Partners's portfolio in Q3 2026, its #388 holding.
Nilsine Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 7 quarters since.
Nilsine Partners's iShares Russell Mid-Cap ETF position peaked at $622K in Q2 2026.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Nilsine Partners's 13F filing for Q3 2026, filed 2 Nov 2026.