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

Patten & Patten’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 		$1.04M Hold
9,400
– – 0.05% 182
2026
Q1 		$914K Hold
9,400
– – 0.06% 191
2025
Q4 		$905K Hold
9,400
– – 0.05% 190
2025
Q3 		$908K Buy
+9,400
New +$891K 0.05% 190

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Patten & Patten's IWR Position: Q2 2026 in Review

Patten & Patten held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,400 shares worth $1.04M. The position accounts for 0.05% of the portfolio, ranked #182.

Patten & Patten first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Patten & Patten held 9,400 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q2 2026.
  • Patten & Patten left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.05% of Patten & Patten's portfolio in Q2 2026, its #182 holding.
  • Patten & Patten first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.