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Oppenheimer & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Oppenheimer & 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
Q1 		$4.98M Buy
51,188
+6,049
+13% +$604K 0.06% 337
2025
Q4 		$4.35M Buy
45,139
+6,036
+15% +$580K 0.06% 332
2025
Q3 		$3.78M Sell
39,103
-135
-0.3% -$12.8K 0.05% 408
2025
Q2 		$3.61M Buy
39,238
+17,638
+82% +$1.52M 0.05% 407
2025
Q1 		$1.84M Buy
21,600
+6,967
+48% +$621K 0.03% 569
2024
Q4 		$1.29M Buy
14,633
+331
+2% +$30K 0.02% 697
2024
Q3 		$1.26M Buy
14,302
+3,323
+30% +$280K 0.02% 716
2024
Q2 		$890K Sell
10,979
-509
-4% -$41.4K 0.01% 812
2024
Q1 		$966K Buy
11,488
+738
+7% +$58.5K 0.02% 756
2023
Q4 		$836K Buy
10,750
+346
+3% +$24.6K 0.02% 771
2023
Q3 		$720K Sell
10,404
-196
-2% -$14.3K 0.01% 798
2023
Q2 		$774K Sell
10,600
-237
-2% -$16.5K 0.02% 807
2023
Q1 		$758K Buy
10,837
+314
+3% +$22.2K 0.02% 792
2022
Q4 		$710K Buy
10,523
+1,305
+14% +$88K 0.02% 802
2022
Q3 		$573K Buy
9,218
+416
+5% +$28.6K 0.01% 842
2022
Q2 		$569K Sell
8,802
-3,066
-26% -$218K 0.01% 875
2022
Q1 		$926K Buy
11,868
+7,628
+180% +$587K 0.02% 767
2021
Q4 		$352K Buy
4,240
+550
+15% +$45.1K 0.01% 1159
2021
Q3 		$289K Sell
3,690
-55
-1% -$4.41K 0.01% 1244
2021
Q2 		$297K Buy
3,745
+6
+0.2% +$465 0.01% 1247
2021
Q1 		$276K Buy
3,739
+8
+0.2% +$578 0.01% 1220
2020
Q4 		$256K Buy
3,731
+11
+0.3% +$701 0.01% 1144
2020
Q3 		$213K Sell
3,720
-3,988
-52% -$227K 0.01% 1131
2020
Q2 		$413K Sell
7,708
-31
-0.4% -$1.55K 0.01% 866
2020
Q1 		$334K Buy
7,739
+2,805
+57% +$154K 0.01% 868
2019
Q4 		$294K Hold
4,934
– – 0.01% 1030
2019
Q3 		$276K Buy
4,934
+518
+12% +$29K 0.01% 1011
2019
Q2 		$247K Sell
4,416
-4,211
-49% -$231K 0.01% 1089
2019
Q1 		$465K Buy
8,627
+3,579
+71% +$185K 0.01% 856
2018
Q4 		$235K Hold
5,048
– – 0.01% 1046
2018
Q3 		$278K Hold
5,048
– – 0.01% 1096
2018
Q2 		$268K Sell
5,048
-192
-4% -$10.1K 0.01% 1104
2018
Q1 		$270K Hold
5,240
– – 0.01% 1106
2017
Q4 		$273K Hold
5,240
– – 0.01% 1098
2017
Q3 		$258K Sell
5,240
-1,504
-22% -$72.6K 0.01% 1093
2017
Q2 		$324K Sell
6,744
-144
-2% -$6.83K 0.01% 1000
2017
Q1 		$322K Hold
6,888
– – 0.01% 971
2016
Q4 		$308K Sell
6,888
-32
-0.5% -$1.4K 0.01% 983
2016
Q3 		$302K Buy
6,920
+852
+14% +$36.9K 0.01% 985
2016
Q2 		$255K Sell
6,068
-1,568
-21% -$64.7K 0.01% 1020
2016
Q1 		$311K Sell
7,636
-1,556
-17% -$59.2K 0.01% 921
2015
Q4 		$368K Hold
9,192
– – 0.01% 877
2015
Q3 		$357K Sell
9,192
-256
-3% -$10.6K 0.01% 929
2015
Q2 		$402K Sell
9,448
-6,620
-41% -$288K 0.01% 974
2015
Q1 		$695K Sell
16,068
-20
-0.1% -$850 0.02% 746
2014
Q4 		$672K Sell
16,088
-4,340
-21% -$176K 0.02% 726
2014
Q3 		$809K Sell
20,428
-2,028
-9% -$81.7K 0.02% 679
2014
Q2 		$913K Sell
22,456
-148
-0.7% -$5.77K 0.03% 647
2014
Q1 		$875K Buy
22,604
+760
+3% +$28.8K 0.03% 646
2013
Q4 		$819K Sell
21,844
-472
-2% -$17.1K 0.03% 633
2013
Q3 		$776K Sell
22,316
-8
-0% -$273 0.03% 621
2013
Q2 		$725K Buy
+22,324
New +$724K 0.03% 601

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oppenheimer & Co's IWR Position: Q1 2026 in Review

Oppenheimer & Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, buying an estimated $604K and bringing the position to 51,188 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #337.

Oppenheimer & Co first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Oppenheimer & Co held 51,188 shares of iShares Russell Mid-Cap ETF worth $4.98M as of Q1 2026.
  • Oppenheimer & Co bought 6,049 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $604K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #337 holding.
  • Oppenheimer & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.