Okabena Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Okabena Investment Services’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	$1.41M	Buy	14,547 +2,435	+20%	+$243K	0.27%	55
2025 Q4	$1.17M	Sell	12,112 -75	-0.6%	-$7.21K	0.22%	70
2025 Q3	$1.18M	Buy	12,187 +75	+0.6%	+$7.11K	0.23%	76
2025 Q2	$1.11M	Hold	12,112	–	–	0.25%	69
2025 Q1	$1.03M	Buy	12,112 +132	+1%	+$11.8K	0.26%	68
2024 Q4	$1.06M	Buy	11,980 +330	+3%	+$30K	0.29%	63
2024 Q3	$1.03M	Hold	11,650	–	–	0.29%	65
2024 Q2	$945K	Hold	11,650	–	–	0.3%	67
2024 Q1	$980K	Hold	11,650	–	–	0.33%	69
2023 Q4	$906K	Buy	11,650 +1,000	+9%	+$71K	0.35%	64
2023 Q3	$738K	Hold	10,650	–	–	0.57%	39
2023 Q2	$778K	Hold	10,650	–	–	0.57%	44
2023 Q1	$745K	Hold	10,650	–	–	0.52%	45
2022 Q4	$718K	Sell	10,650 -1,000	-9%	-$67.4K	0.48%	55
2022 Q3	$724K	Hold	11,650	–	–	0.35%	72
2022 Q2	$753K	Hold	11,650	–	–	0.39%	61
2022 Q1	$909K	Hold	11,650	–	–	0.38%	69
2021 Q4	$967K	Buy	11,650 +10,850	+1,356%	+$891K	0.37%	68
2021 Q3	$63K	Hold	800	–	–	0.03%	90
2021 Q2	$63K	Hold	800	–	–	0.03%	85
2021 Q1	$59K	Hold	800	–	–	0.03%	63
2020 Q4	$55K	Hold	800	–	–	0.03%	63
2020 Q3	$46K	Hold	800	–	–	0.04%	66
2020 Q2	$43K	Buy	+800	New	+$40.1K	0.04%	62

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

Okabena Investment Services's IWR Position: Q1 2026 in Review

Okabena Investment Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q1 2026, buying an estimated $243K and bringing the position to 14,547 shares worth $1.41M. The position accounts for 0.27% of the portfolio, ranked #55.

Okabena Investment Services first reported a position in IWR in Q2 2020 and has held it in 24 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Okabena Investment Services held 14,547 shares of iShares Russell Mid-Cap ETF worth $1.41M as of Q1 2026.
Okabena Investment Services bought 2,435 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $243K.
iShares Russell Mid-Cap ETF made up 0.27% of Okabena Investment Services's portfolio in Q1 2026, its #55 holding.
Okabena Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.