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

Parsons 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	$2.33M	Buy	21,158 +3,340	+19%	+$351K	0.11%	184
2026 Q1	$1.73M	Buy	17,818 +416	+2%	+$41.6K	0.08%	208
2025 Q4	$1.68M	Buy	17,402 +2,500	+17%	+$240K	0.09%	192
2025 Q3	$1.44M	Sell	14,902 -240	-2%	-$22.8K	0.08%	206
2025 Q2	$1.39M	Hold	15,142	–	–	0.09%	200
2025 Q1	$1.29M	Buy	15,142 +4,450	+42%	+$397K	0.07%	222
2024 Q4	$945K	Hold	10,692	–	–	0.05%	248
2024 Q3	$942K	Buy	10,692 +5,496	+106%	+$463K	0.06%	243
2024 Q2	$421K	Buy	5,196 +40	+0.8%	+$3.26K	0.03%	333
2024 Q1	$434K	Hold	5,156	–	–	0.03%	333
2023 Q4	$401K	Hold	5,156	–	–	0.03%	336
2023 Q3	$357K	Hold	5,156	–	–	0.03%	338
2023 Q2	$377K	Hold	5,156	–	–	0.03%	337
2023 Q1	$361K	Hold	5,156	–	–	0.03%	339
2022 Q4	$348K	Hold	5,156	–	–	0.03%	335
2022 Q3	$320K	Hold	5,156	–	–	0.03%	339
2022 Q2	$333K	Hold	5,156	–	–	0.03%	336
2022 Q1	$402K	Sell	5,156 -195	-4%	-$15K	0.03%	329
2021 Q4	$444K	Hold	5,351	–	–	0.03%	327
2021 Q3	$419K	Buy	+5,351	New	+$429K	0.03%	316
2015 Q2	–	Sell	-716	Closed	-$31K	–	437
2015 Q1	$31K	Buy	+716	New	+$30.4K	﹤0.01%	529

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

Parsons Capital Management's IWR Position: Q2 2026 in Review

Parsons Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q2 2026, buying an estimated $351K and bringing the position to 21,158 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #184.

Parsons Capital Management first reported a position in IWR in Q1 2015 and has held it in 21 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Parsons Capital Management held 21,158 shares of iShares Russell Mid-Cap ETF worth $2.33M as of Q2 2026.
Parsons Capital Management bought 3,340 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $351K.
iShares Russell Mid-Cap ETF made up 0.11% of Parsons Capital Management's portfolio in Q2 2026, its #184 holding.
Parsons Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 21 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.