Osborne Partners Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Osborne Partners Capital Management’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	$728K	Hold	6,600	–	–	0.04%	142
2026 Q1	$642K	Hold	6,600	–	–	0.03%	150
2025 Q4	$635K	Hold	6,600	–	–	0.03%	149
2025 Q3	$637K	Hold	6,600	–	–	0.03%	156
2025 Q2	$607K	Hold	6,600	–	–	0.03%	161
2025 Q1	$561K	Hold	6,600	–	–	0.03%	158
2024 Q4	$583K	Hold	6,600	–	–	0.03%	158
2024 Q3	$582K	Sell	6,600 -140	-2%	-$11.8K	0.03%	157
2024 Q2	$546K	Buy	6,740 +140	+2%	+$11.4K	0.03%	157
2024 Q1	$555K	Hold	6,600	–	–	0.03%	154
2023 Q4	$513K	Buy	6,600 +960	+17%	+$68.2K	0.03%	158
2023 Q3	$391K	Buy	5,640 +40	+0.7%	+$2.92K	0.03%	157
2023 Q2	$409K	Buy	+5,600	New	+$390K	0.03%	160
2023 Q1	–	Sell	-5,590	Closed	-$377K	–	212
2022 Q4	$377K	Hold	5,590	–	–	0.03%	164
2022 Q3	$347K	Buy	5,590 +1,050	+23%	+$72.2K	0.03%	168
2022 Q2	$294K	Hold	4,540	–	–	0.02%	176
2022 Q1	$354K	Buy	4,540 +900	+25%	+$69.3K	0.03%	161
2021 Q4	$302K	Buy	+3,640	New	+$299K	0.02%	185

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

Osborne Partners Capital Management's IWR Position: Q2 2026 in Review

Osborne Partners Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,600 shares worth $728K. The position accounts for 0.04% of the portfolio, ranked #142.

Osborne Partners Capital Management first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Osborne Partners Capital Management held 6,600 shares of iShares Russell Mid-Cap ETF worth $728K as of Q2 2026.
Osborne Partners Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Osborne Partners Capital Management's portfolio in Q2 2026, its #142 holding.
Osborne Partners Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Osborne Partners Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.