Norris Perne & French’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Norris Perne & French’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	–	Sell	-2,282	Closed	-$220K	–	168
2025 Q4	$220K	Buy	2,282 +95	+4%	+$9.13K	0.01%	159
2025 Q3	$211K	Hold	2,187	–	–	0.01%	158
2025 Q2	$201K	Buy	+2,187	New	+$189K	0.01%	152
2022 Q1	–	Sell	-3,308	Closed	-$275K	–	161
2021 Q4	$275K	Hold	3,308	–	–	0.02%	122
2021 Q3	$259K	Hold	3,308	–	–	0.02%	121
2021 Q2	$262K	Hold	3,308	–	–	0.02%	120
2021 Q1	$245K	Hold	3,308	–	–	0.02%	118
2020 Q4	$227K	Buy	+3,308	New	+$211K	0.02%	147
2020 Q1	–	Sell	-3,608	Closed	-$215K	–	130
2019 Q4	$215K	Buy	+3,608	New	+$207K	0.03%	134
2017 Q4	–	Sell	-4,060	Closed	-$200K	–	152
2017 Q3	$200K	Buy	+4,060	New	+$196K	0.03%	149

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norris Perne & French's IWR Position: Q1 2026 in Review

Norris Perne & French sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,282 shares — an estimated $220K sold.

Norris Perne & French first reported a position in IWR in Q3 2017 and held it in 10 quarters. The position peaked at $275K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Norris Perne & French reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Norris Perne & French sold 2,282 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $220K.
Norris Perne & French first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and held it in 10 quarters.
Norris Perne & French's iShares Russell Mid-Cap ETF position peaked at $275K in Q4 2021.
1,525 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Norris Perne & French's 13F filing for Q1 2026, filed 22 Apr 2026.