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NWAM LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NWAM LLC’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 		$569K Sell
5,854
-4,317
-42% -$431K 0.03% 381
2025
Q4 		$1.02M Sell
10,171
-1,889
-16% -$182K 0.06% 274
2025
Q3 		$1.16M Sell
12,060
-1,112
-8% -$105K 0.06% 259
2025
Q2 		$1.23M Buy
13,172
+294
+2% +$25.4K 0.07% 241
2025
Q1 		$1.1M Sell
12,878
-84,930
-87% -$7.57M 0.09% 196
2024
Q4 		$8.65M Sell
97,808
-3,969
-4% -$360K 0.53% 40
2024
Q3 		$8.97M Buy
+101,777
New +$8.58M 0.55% 39
2024
Q2 		– Sell
-26,218
Closed -$2.14M – 355
2024
Q1 		$2.14M Sell
26,218
-18,524
-41% -$1.47M 0.17% 122
2023
Q4 		$3.48M Buy
44,742
+978
+2% +$69.5K 0.28% 87
2023
Q3 		$3.03M Buy
43,764
+15,015
+52% +$1.1M 0.31% 78
2023
Q2 		$2.1M Buy
28,749
+488
+2% +$33.9K 0.17% 124
2023
Q1 		$1.98M Sell
28,261
-16,469
-37% -$1.16M 0.2% 117
2022
Q4 		$3.02M Buy
44,730
+1,902
+4% +$128K 0.27% 106
2022
Q3 		$2.66M Buy
42,828
+9,837
+30% +$677K 0.25% 97
2022
Q2 		$2.17M Sell
32,991
-18,881
-36% -$1.34M 0.2% 105
2022
Q1 		$4.05M Buy
51,872
+9,953
+24% +$766K 0.31% 83
2021
Q4 		$3.48M Buy
41,919
+1,002
+2% +$82.2K 0.28% 95
2021
Q3 		$3.2M Sell
40,917
-8,058
-16% -$645K 0.29% 82
2021
Q2 		$3.88M Buy
48,975
+30,026
+158% +$2.33M 0.36% 67
2021
Q1 		$1.4M Buy
+18,949
New +$1.37M 0.14% 160

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

NWAM LLC's IWR Position: Q1 2026 in Review

NWAM LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 42% in Q1 2026, selling an estimated $431K and leaving 5,854 shares worth $569K. The position accounts for 0.03% of the portfolio, ranked #381.

NWAM LLC first reported a position in IWR in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.97M in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • NWAM LLC held 5,854 shares of iShares Russell Mid-Cap ETF worth $569K as of Q1 2026.
  • NWAM LLC sold 4,317 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $431K.
  • iShares Russell Mid-Cap ETF made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #381 holding.
  • NWAM LLC first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • NWAM LLC's iShares Russell Mid-Cap ETF position peaked at $8.97M in Q3 2024.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.