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Oarsman Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Oarsman Capital’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 		$220K Buy
+1,997
New +$210K 0.02% 230
2025
Q1 		– Sell
-611
Closed -$54K – 547
2024
Q4 		$54K Hold
611
– – 0.01% 424
2024
Q3 		$53.9K Buy
+611
New +$51.5K 0.01% 437

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oarsman Capital's IWR Position: Q2 2026 in Review

Oarsman Capital opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,997 shares worth $220K. The stake represents 0.02% of the portfolio and ranks #230 among its holdings. This is a return to the name: Oarsman Capital previously reported a position in IWR as recently as Q4 2024.

Oarsman Capital first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Oarsman Capital held 1,997 shares of iShares Russell Mid-Cap ETF worth $220K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Oarsman Capital position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Oarsman Capital's portfolio in Q2 2026, its #230 holding.
  • Oarsman Capital first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Oarsman Capital's 13F filing for Q2 2026, filed 7 Aug 2026.