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 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Nilsine Partners's IWR Position: Q2 2026 in Review

Nilsine Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, buying an estimated $62.6K and bringing the position to 5,635 shares worth $622K. The position accounts for 0.04% of the portfolio, ranked #280.

Nilsine Partners first reported a position in IWR in Q3 2023 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Nilsine Partners held 5,635 shares of iShares Russell Mid-Cap ETF worth $622K as of Q2 2026.
Nilsine Partners bought 595 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $62.6K.
iShares Russell Mid-Cap ETF made up 0.04% of Nilsine Partners's portfolio in Q2 2026, its #280 holding.
Nilsine Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Nilsine Partners's 13F filing for Q2 2026, filed 24 Jul 2026.