Partners Capital Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Partners Capital Investment Group’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	$1.69M	Buy	15,321 +41	+0.3%	+$4.31K	0.06%	99
2026 Q1	$1.49M	Buy	15,280 +41	+0.3%	+$4.1K	0.06%	103
2025 Q4	$1.47M	Buy	15,239 +61	+0.4%	+$5.87K	0.05%	100
2025 Q3	$1.47M	Sell	15,178 -2,645	-15%	-$251K	0.06%	98
2025 Q2	$1.64M	Sell	17,823 -13,859	-44%	-$1.2M	0.07%	98
2025 Q1	$2.7M	Buy	+31,682	New	+$2.83M	0.05%	119
2023 Q3	–	Sell	-380,748	Closed	-$27.8M	–	253
2023 Q2	$27.8M	Hold	380,748	–	–	0.6%	31
2023 Q1	$26.6M	Buy	+380,748	New	+$26.9M	1.14%	21

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

Partners Capital Investment Group's IWR Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $4.31K and bringing the position to 15,321 shares worth $1.69M. The position accounts for 0.06% of the portfolio, ranked #99.

Partners Capital Investment Group first reported a position in IWR in Q1 2023 and has held it in 8 quarters since. The position peaked at $27.8M in Q2 2023. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Partners Capital Investment Group held 15,321 shares of iShares Russell Mid-Cap ETF worth $1.69M as of Q2 2026.
Partners Capital Investment Group bought 41 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4.31K.
iShares Russell Mid-Cap ETF made up 0.06% of Partners Capital Investment Group's portfolio in Q2 2026, its #99 holding.
Partners Capital Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 8 quarters since.
Partners Capital Investment Group's iShares Russell Mid-Cap ETF position peaked at $27.8M in Q2 2023.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.