Patton Fund Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Patton Fund 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	$18.2M	Sell	164,789 -4,636	-3%	-$488K	3.93%	5
2026 Q1	$16.5M	Buy	169,425 +3,323	+2%	+$332K	2.8%	6
2025 Q4	$16M	Buy	166,102 +1,703	+1%	+$164K	2.14%	7
2025 Q3	$15.9M	Sell	164,399 -1,256	-0.8%	-$119K	2.85%	8
2025 Q2	$15.2M	Buy	165,655 +3,707	+2%	+$320K	3.34%	7
2025 Q1	$13.8M	Sell	161,948 -171	-0.1%	-$15.3K	3.34%	6
2024 Q4	$14.3M	Sell	162,119 -4,497	-3%	-$408K	2.81%	7
2024 Q3	$14.7M	Sell	166,616 -2,224	-1%	-$187K	3.03%	6
2024 Q2	$13.7M	Sell	168,840 -3,989	-2%	-$325K	2.89%	6
2024 Q1	$14.5M	Sell	172,829 -2,289	-1%	-$181K	2.64%	7
2023 Q4	$13.6M	Sell	175,118 -2,990	-2%	-$212K	3.02%	9
2023 Q3	$12.3M	Sell	178,108 -3,214	-2%	-$234K	3.34%	9
2023 Q2	$13.2M	Sell	181,322 -396	-0.2%	-$27.5K	3.87%	8
2023 Q1	$12.7M	Buy	181,718 +12,936	+8%	+$913K	3.63%	9
2022 Q4	$11.4M	Sell	168,782 -12,073	-7%	-$814K	3.33%	9
2022 Q3	$11.2M	Sell	180,855 -7,654	-4%	-$526K	4.56%	8
2022 Q2	$12.2M	Buy	188,509 +16,435	+10%	+$1.17M	4.57%	7
2022 Q1	$13.4M	Buy	172,074 +18,288	+12%	+$1.41M	3.67%	7
2021 Q4	$12.8M	Sell	153,786 -870	-0.6%	-$71.4K	3.87%	7
2021 Q3	$12.1M	Buy	154,656 +52,490	+51%	+$4.2M	4.59%	8
2021 Q2	$8.1M	Buy	102,166 +6,930	+7%	+$538K	4.28%	8
2021 Q1	$7.04M	Sell	95,236 -5,708	-6%	-$413K	3.75%	8
2020 Q4	$6.92M	Sell	100,944 -9,240	-8%	-$589K	3.49%	8
2020 Q3	$6.32M	Sell	110,184 -2,419	-2%	-$138K	3.42%	8
2020 Q2	$6.04M	Sell	112,603 -10,740	-9%	-$538K	3.51%	9
2020 Q1	$5.33M	Buy	123,343 +14,138	+13%	+$778K	3.28%	9
2019 Q4	$6.51M	Buy	109,205 +2,976	+3%	+$171K	2.27%	8
2019 Q3	$5.94M	Buy	106,229 +5,225	+5%	+$292K	2.38%	9
2019 Q2	$5.64M	Buy	+101,004	New	+$5.54M	2.24%	10

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

Patton Fund Management's IWR Position: Q2 2026 in Review

Patton Fund Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q2 2026, selling an estimated $488K and leaving 164,789 shares worth $18.2M. The position accounts for 3.93% of the portfolio, ranked #5.

Patton Fund Management first reported a position in IWR in Q2 2019 and has held it in 29 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Patton Fund Management held 164,789 shares of iShares Russell Mid-Cap ETF worth $18.2M as of Q2 2026.
Patton Fund Management sold 4,636 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $488K.
iShares Russell Mid-Cap ETF made up 3.93% of Patton Fund Management's portfolio in Q2 2026, its #5 holding.
Patton Fund Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.