Old Mission Investment Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Old Mission Investment 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	$370K	Sell	3,350 -451	-12%	-$47.4K	0.08%	105
2026 Q1	$370K	Sell	3,801 -299	-7%	-$29.9K	0.09%	96
2025 Q4	$395K	Sell	4,100 -1,237	-23%	-$119K	0.09%	86
2025 Q3	$515K	Buy	5,337 +1,237	+30%	+$117K	0.13%	75
2025 Q2	$377K	Hold	4,100	–	–	0.1%	98
2025 Q1	$349K	Hold	4,100	–	–	0.1%	93
2024 Q4	$362K	Hold	4,100	–	–	0.11%	94
2024 Q3	$361K	Hold	4,100	–	–	0.11%	91
2024 Q2	$332K	Hold	4,100	–	–	0.11%	94
2024 Q1	$345K	Hold	4,100	–	–	0.11%	90
2023 Q4	$319K	Hold	4,100	–	–	0.11%	94
2023 Q3	$284K	Sell	4,100 -990	-19%	-$72.2K	0.11%	91
2023 Q2	$372K	Sell	5,090 -1,400	-22%	-$97.4K	0.14%	79
2023 Q1	$454K	Buy	6,490 +450	+7%	+$31.8K	0.18%	73
2022 Q4	$407K	Buy	6,040 +2,590	+75%	+$175K	0.17%	70
2022 Q3	$214K	Sell	3,450 -290	-8%	-$19.9K	0.1%	100
2022 Q2	$242K	Buy	3,740 +550	+17%	+$39.2K	0.11%	92
2022 Q1	$249K	Hold	3,190	–	–	0.09%	98
2021 Q4	$265K	Hold	3,190	–	–	0.1%	102
2021 Q3	$250K	Sell	3,190 -100	-3%	-$8.01K	0.1%	96
2021 Q2	$261K	Hold	3,290	–	–	0.11%	93
2021 Q1	$243K	Buy	+3,290	New	+$238K	0.11%	93

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

Old Mission Investment Co's IWR Position: Q2 2026 in Review

Old Mission Investment Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, selling an estimated $47.4K and leaving 3,350 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #105.

Old Mission Investment Co first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $515K in Q3 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Old Mission Investment Co held 3,350 shares of iShares Russell Mid-Cap ETF worth $370K as of Q2 2026.
Old Mission Investment Co sold 451 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $47.4K.
iShares Russell Mid-Cap ETF made up 0.08% of Old Mission Investment Co's portfolio in Q2 2026, its #105 holding.
Old Mission Investment Co first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Old Mission Investment Co's iShares Russell Mid-Cap ETF position peaked at $515K in Q3 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.