&Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

&Partners’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	$18M	Sell	184,368 -24,832	-12%	-$2.48M	0.09%	208
2025 Q4	$20.4M	Buy	209,200 +38,027	+22%	+$3.66M	0.11%	174
2025 Q3	$16.5M	Sell	171,173 -3,132	-2%	-$297K	0.11%	182
2025 Q2	$16M	Buy	174,305 +6,352	+4%	+$549K	0.12%	166
2025 Q1	$14.2M	Buy	167,953 +5,404	+3%	+$482K	0.15%	137
2024 Q4	$14.5M	Buy	162,549 +90,336	+125%	+$8.2M	0.17%	126
2024 Q3	$6.36M	Buy	72,213 +38,211	+112%	+$3.22M	0.12%	164
2024 Q2	$2.76M	Buy	34,002 +27,952	+462%	+$2.28M	0.12%	174
2024 Q1	$500K	Buy	+6,050	New	+$479K	0.07%	269

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

&Partners's IWR Position: Q1 2026 in Review

&Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $2.48M and leaving 184,368 shares worth $18M. The position accounts for 0.09% of the portfolio, ranked #208.

&Partners first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.4M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

&Partners held 184,368 shares of iShares Russell Mid-Cap ETF worth $18M as of Q1 2026.
&Partners sold 24,832 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.48M.
iShares Russell Mid-Cap ETF made up 0.09% of &Partners's portfolio in Q1 2026, its #208 holding.
&Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
&Partners's iShares Russell Mid-Cap ETF position peaked at $20.4M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.