O'Brien Greene & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

O'Brien Greene & Co’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	$221K	Buy	+2,000	New	+$210K	0.06%	131

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

O'Brien Greene & Co's IWR Position: Q2 2026 in Review

O'Brien Greene & Co opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,000 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

O'Brien Greene & Co held 2,000 shares of iShares Russell Mid-Cap ETF worth $221K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new O'Brien Greene & Co position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of O'Brien Greene & Co's portfolio in Q2 2026, its #131 holding.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.