O'Rourke & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

O'Rourke & Company’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	$287K	Sell	2,949 -965	-25%	-$96.4K	0.11%	140
2025 Q4	$377K	Buy	3,914 +789	+25%	+$75.9K	0.15%	123
2025 Q3	$302K	Hold	3,125	–	–	0.13%	134
2025 Q2	$287K	Hold	3,125	–	–	0.13%	132
2025 Q1	$266K	Sell	3,125 -174	-5%	-$15.5K	0.13%	133
2024 Q4	$292K	Hold	3,299	–	–	0.14%	130
2024 Q3	$291K	Hold	3,299	–	–	0.15%	121
2024 Q2	$267K	Hold	3,299	–	–	0.15%	125
2024 Q1	$277K	Hold	3,299	–	–	0.16%	121
2023 Q4	$256K	Sell	3,299 -37	-1%	-$2.63K	0.17%	117
2023 Q3	$231K	Hold	3,336	–	–	0.17%	121
2023 Q2	$244K	Sell	3,336 -28	-0.8%	-$1.95K	0.17%	121
2023 Q1	$235K	Hold	3,364	–	–	0.18%	120
2022 Q4	$227K	Hold	3,364	–	–	0.18%	120
2022 Q3	$209K	Hold	3,364	–	–	0.18%	114
2022 Q2	$218K	Hold	3,364	–	–	0.18%	106
2022 Q1	$263K	Sell	3,364 -1,150	-25%	-$88.5K	0.18%	104
2021 Q4	$375K	Buy	+4,514	New	+$371K	0.25%	80

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

O'Rourke & Company's IWR Position: Q1 2026 in Review

O'Rourke & Company reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q1 2026, selling an estimated $96.4K and leaving 2,949 shares worth $287K. The position accounts for 0.11% of the portfolio, ranked #140.

O'Rourke & Company first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $377K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

O'Rourke & Company held 2,949 shares of iShares Russell Mid-Cap ETF worth $287K as of Q1 2026.
O'Rourke & Company sold 965 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $96.4K.
iShares Russell Mid-Cap ETF made up 0.11% of O'Rourke & Company's portfolio in Q1 2026, its #140 holding.
O'Rourke & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
O'Rourke & Company's iShares Russell Mid-Cap ETF position peaked at $377K in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.