Palisade Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Palisade Asset 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	$629K	Buy	5,703 +1	+0%	+$105	0.06%	143
2026 Q1	$554K	Buy	5,702 +1	+0%	+$100	0.06%	142
2025 Q4	$549K	Buy	5,701 +1	+0%	+$96	0.05%	139
2025 Q3	$550K	Buy	5,700 +1	+0%	+$95	0.05%	145
2025 Q2	$524K	Sell	5,699 -11	-0.2%	-$950	0.05%	147
2025 Q1	$486K	Hold	5,710	–	–	0.05%	154
2024 Q4	$505K	Buy	5,710 +1	+0%	+$91	0.05%	151
2024 Q3	$503K	Buy	5,709 +44	+0.8%	+$3.71K	0.05%	152
2024 Q2	$459K	Buy	5,665 +1	+0%	+$81	0.05%	159
2024 Q1	$476K	Buy	5,664 +266	+5%	+$21.1K	0.05%	159
2023 Q4	$420K	Hold	5,398	–	–	0.05%	155
2023 Q3	$374K	Hold	5,398	–	–	0.05%	155
2023 Q2	$394K	Hold	5,398	–	–	0.05%	155
2023 Q1	$377K	Hold	5,398	–	–	0.05%	154
2022 Q4	$364K	Hold	5,398	–	–	0.04%	159
2022 Q3	$335K	Sell	5,398 -78	-1%	-$5.37K	0.05%	155
2022 Q2	$354K	Sell	5,476 -27	-0.5%	-$1.92K	0.05%	158
2022 Q1	$429K	Hold	5,503	–	–	0.05%	155
2021 Q4	$457K	Hold	5,503	–	–	0.05%	149
2021 Q3	$430K	Hold	5,503	–	–	0.05%	150
2021 Q2	$436K	Buy	5,503 +78	+1%	+$6.05K	0.05%	149
2021 Q1	$401K	Buy	5,425 +27	+0.5%	+$1.95K	0.05%	150
2020 Q4	$370K	Hold	5,398	–	–	0.05%	149
2020 Q3	$310K	Hold	5,398	–	–	0.05%	149
2020 Q2	$289K	Sell	5,398 -765	-12%	-$38.3K	0.05%	151
2020 Q1	$266K	Sell	6,163 -402	-6%	-$22.1K	0.05%	152
2019 Q4	$391K	Sell	6,565 -571	-8%	-$32.8K	0.06%	148
2019 Q3	$399K	Hold	7,136	–	–	0.06%	137
2019 Q2	$399K	Hold	7,136	–	–	0.06%	141
2019 Q1	$385K	Sell	7,136 -60	-0.8%	-$3.11K	0.06%	144
2018 Q4	$334K	Sell	7,196 -168	-2%	-$8.47K	0.05%	133
2018 Q3	$406K	Hold	7,364	–	–	0.05%	131
2018 Q2	$391K	Hold	7,364	–	–	0.06%	134
2018 Q1	$380K	Sell	7,364 -1,060	-13%	-$55.9K	0.06%	135
2017 Q4	$438K	Buy	+8,424	New	+$428K	0.07%	129

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Palisade Asset Management's IWR Position: Q2 2026 in Review

Palisade Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.02% in Q2 2026, buying an estimated $105 and bringing the position to 5,703 shares worth $629K. The position accounts for 0.06% of the portfolio, ranked #143.

Palisade Asset Management first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Palisade Asset Management held 5,703 shares of iShares Russell Mid-Cap ETF worth $629K as of Q2 2026.
Palisade Asset Management bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.06% of Palisade Asset Management's portfolio in Q2 2026, its #143 holding.
Palisade Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.