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Nvest Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Nvest Financial’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 		$2.13M Buy
21,936
+741
+3% +$74K 0.79% 34
2025
Q4 		$2.04M Buy
21,195
+4,486
+27% +$431K 0.85% 31
2025
Q3 		$1.61M Sell
16,709
-3,630
-18% -$344K 0.93% 32
2025
Q2 		$1.87M Sell
20,339
-16,950
-45% -$1.46M 0.97% 32
2025
Q1 		$3.17M Sell
37,289
-1,644
-4% -$147K 1.7% 17
2024
Q4 		$3.44M Buy
38,933
+223
+0.6% +$20.2K 1.75% 14
2024
Q3 		$3.41M Sell
38,710
-808
-2% -$68.1K 1.95% 13
2024
Q2 		$3.2M Buy
39,518
+1,634
+4% +$133K 1.97% 15
2024
Q1 		$3.19M Buy
37,884
+541
+1% +$42.9K 2.12% 15
2023
Q4 		$2.9M Buy
37,343
+15,016
+67% +$1.07M 2.28% 15
2023
Q3 		$1.55M Buy
22,327
+947
+4% +$69.1K 1.44% 21
2023
Q2 		$1.56M Buy
21,380
+1,616
+8% +$112K 1.37% 23
2023
Q1 		$1.38M Buy
19,764
+6,293
+47% +$444K 1.44% 22
2022
Q4 		$909K Sell
13,471
-114
-0.8% -$7.69K 1.14% 29
2022
Q3 		$844K Sell
13,585
-5,380
-28% -$370K 1.19% 30
2022
Q2 		$1.23M Sell
18,965
-791
-4% -$56.3K 1.29% 26
2022
Q1 		$1.54M Buy
+19,756
New +$1.52M 1.27% 27

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Nvest Financial's IWR Position: Q1 2026 in Review

Nvest Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q1 2026, buying an estimated $74K and bringing the position to 21,936 shares worth $2.13M. The position accounts for 0.79% of the portfolio, ranked #34.

Nvest Financial first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.44M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Nvest Financial held 21,936 shares of iShares Russell Mid-Cap ETF worth $2.13M as of Q1 2026.
  • Nvest Financial bought 741 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $74K.
  • iShares Russell Mid-Cap ETF made up 0.79% of Nvest Financial's portfolio in Q1 2026, its #34 holding.
  • Nvest Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Nvest Financial's iShares Russell Mid-Cap ETF position peaked at $3.44M in Q4 2024.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.