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NorthStar Asset Management (Pennsylvania)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$135K Buy
+1,231
New +$129K 0.03% 152

Other funds holding IWR

PNC Financial Services Group
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

NorthStar Asset Management (Pennsylvania)'s IWR Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,231 shares worth $135K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings.

1,246 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 1,231 shares of iShares Russell Mid-Cap ETF worth $135K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #152 holding.
  • 1,246 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.