NWK Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NWK Group’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	$12.4K	Hold	128	–	–	﹤0.01%	59
2025 Q4	$12.3K	Hold	128	–	–	﹤0.01%	60
2025 Q3	$12.4K	Hold	128	–	–	﹤0.01%	64
2025 Q2	$11.8K	Hold	128	–	–	﹤0.01%	61
2025 Q1	$10.9K	Hold	128	–	–	0.01%	60
2024 Q4	$11.3K	Hold	128	–	–	﹤0.01%	65
2024 Q3	$11.3K	Hold	128	–	–	﹤0.01%	65
2024 Q2	$10.4K	Hold	128	–	–	﹤0.01%	55
2024 Q1	$10.8K	Hold	128	–	–	0.01%	57
2023 Q4	$9.95K	Hold	128	–	–	0.01%	59
2023 Q3	$8.86K	Sell	128 -155	-55%	-$11.3K	0.01%	55
2023 Q2	$20.7K	Hold	283	–	–	0.01%	58
2023 Q1	$19.8K	Hold	283	–	–	0.01%	62
2022 Q4	$19.1K	Sell	283 -175	-38%	-$11.8K	0.01%	59
2022 Q3	$28K	Hold	458	–	–	0.02%	52
2022 Q2	$30K	Hold	458	–	–	0.02%	65
2022 Q1	$36K	Hold	458	–	–	0.02%	67
2021 Q4	$38K	Hold	458	–	–	0.01%	74
2021 Q3	$36K	Hold	458	–	–	0.01%	72
2021 Q2	$36K	Hold	458	–	–	0.01%	81
2021 Q1	$34K	Sell	458 -70	-13%	-$5.06K	0.01%	127
2020 Q4	$36K	Hold	528	–	–	0.02%	118
2020 Q3	$30K	Sell	528 -200	-27%	-$11.4K	0.01%	116
2020 Q2	$39K	Sell	728 -38	-5%	-$1.91K	0.02%	106
2020 Q1	$33K	Hold	766	–	–	0.03%	99
2019 Q4	$46K	Buy	+766	New	+$44K	0.04%	103

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NWK Group's IWR Position: Q1 2026 in Review

NWK Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 128 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #59.

NWK Group first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $46K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

NWK Group held 128 shares of iShares Russell Mid-Cap ETF worth $12.4K as of Q1 2026.
NWK Group left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of NWK Group's portfolio in Q1 2026, its #59 holding.
NWK Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
NWK Group's iShares Russell Mid-Cap ETF position peaked at $46K in Q4 2019.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.