Operose Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Operose Advisors’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	$1.19M	Buy	10,769 +205	+2%	+$21.6K	0.23%	55
2026 Q1	$1.03M	Buy	10,564 +5	+0%	+$499	0.24%	57
2025 Q4	$1.02M	Buy	10,559 +8	+0.1%	+$769	0.24%	54
2025 Q3	$1.02M	Buy	10,551 +6	+0.1%	+$569	0.25%	51
2025 Q2	$970K	Buy	10,545 +6	+0.1%	+$518	0.27%	49
2025 Q1	$897K	Buy	10,539 +112	+1%	+$9.99K	0.3%	48
2024 Q4	$922K	Buy	10,427 +6	+0.1%	+$545	0.32%	43
2024 Q3	$918K	Buy	10,421 +8	+0.1%	+$674	0.3%	46
2024 Q2	$844K	Buy	10,413 +5	+0%	+$407	0.3%	45
2024 Q1	$875K	Buy	10,408 +5	+0%	+$396	0.3%	42
2023 Q4	$809K	Buy	10,403 +17	+0.2%	+$1.21K	0.32%	33
2023 Q3	$719K	Buy	10,386 +483	+5%	+$35.2K	0.28%	35
2023 Q2	$723K	Hold	9,903	–	–	0.33%	27
2023 Q1	$692K	Sell	9,903 -846	-8%	-$59.7K	0.34%	26
2022 Q4	$725K	Buy	10,749 +1,609	+18%	+$108K	0.39%	26
2022 Q3	$568K	Hold	9,140	–	–	0.37%	26
2022 Q2	$591K	Hold	9,140	–	–	0.42%	24
2022 Q1	$713K	Hold	9,140	–	–	0.49%	22
2021 Q4	$759K	Buy	+9,140	New	+$750K	0.62%	22

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

Operose Advisors's IWR Position: Q2 2026 in Review

Operose Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, buying an estimated $21.6K and bringing the position to 10,769 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #55.

Operose Advisors first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Operose Advisors held 10,769 shares of iShares Russell Mid-Cap ETF worth $1.19M as of Q2 2026.
Operose Advisors bought 205 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $21.6K.
iShares Russell Mid-Cap ETF made up 0.23% of Operose Advisors's portfolio in Q2 2026, its #55 holding.
Operose Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.