Obermeyer Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Obermeyer Wealth Partners’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	$774K	Hold	7,963	–	–	0.04%	132
2025 Q4	$767K	Sell	7,963 -2,431	-23%	-$234K	0.04%	138
2025 Q3	$1M	Hold	10,394	–	–	0.05%	107
2025 Q2	$956K	Hold	10,394	–	–	0.05%	111
2025 Q1	$884K	Buy	10,394 +91	+0.9%	+$8.12K	0.05%	108
2024 Q4	$911K	Hold	10,303	–	–	0.05%	108
2024 Q3	$908K	Hold	10,303	–	–	0.05%	111
2024 Q2	$835K	Buy	10,303 +4,131	+67%	+$336K	0.05%	107
2024 Q1	$519K	Hold	6,172	–	–	0.03%	139
2023 Q4	$480K	Hold	6,172	–	–	0.03%	118
2023 Q3	$427K	Hold	6,172	–	–	0.03%	120
2023 Q2	$451K	Hold	6,172	–	–	0.03%	126
2023 Q1	$432K	Hold	6,172	–	–	0.03%	124
2022 Q4	$416K	Hold	6,172	–	–	0.03%	129
2022 Q3	$384K	Hold	6,172	–	–	0.03%	128
2022 Q2	$399K	Hold	6,172	–	–	0.03%	122
2022 Q1	$482K	Hold	6,172	–	–	0.03%	127
2021 Q4	$512K	Hold	6,172	–	–	0.03%	124
2021 Q3	$483K	Hold	6,172	–	–	0.03%	124
2021 Q2	$489K	Sell	6,172 -876	-12%	-$68K	0.03%	129
2021 Q1	$521K	Buy	7,048 +3,108	+79%	+$225K	0.03%	122
2020 Q4	$270K	Hold	3,940	–	–	0.02%	126
2020 Q3	$226K	Hold	3,940	–	–	0.02%	130
2020 Q2	$211K	Buy	+3,940	New	+$197K	0.02%	127
2020 Q1	–	Sell	-3,940	Closed	-$235K	–	134
2019 Q4	$235K	Hold	3,940	–	–	0.02%	115
2019 Q3	$220K	Hold	3,940	–	–	0.02%	115
2019 Q2	$220K	Hold	3,940	–	–	0.02%	111
2019 Q1	$213K	Buy	+3,940	New	+$204K	0.02%	110
2018 Q4	–	Sell	-3,940	Closed	-$217K	–	116
2018 Q3	$217K	Hold	3,940	–	–	0.02%	116
2018 Q2	$209K	Buy	+3,940	New	+$207K	0.02%	111
2013 Q3	–	Sell	-2,796	Closed	-$91K	–	174
2013 Q2	$91K	Buy	+2,796	New	+$90.6K	0.03%	86

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

Obermeyer Wealth Partners's IWR Position: Q1 2026 in Review

Obermeyer Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 7,963 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #132.

Obermeyer Wealth Partners first reported a position in IWR in Q2 2013 and has held it in 31 quarters since. The position peaked at $1M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Obermeyer Wealth Partners held 7,963 shares of iShares Russell Mid-Cap ETF worth $774K as of Q1 2026.
Obermeyer Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #132 holding.
Obermeyer Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 31 quarters since.
Obermeyer Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $1M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.