Pettee Investors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pettee Investors’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	$320K	Hold	2,900	–	–	0.16%	93
2026 Q1	$303K	Hold	2,900	–	–	0.16%	96
2025 Q4	$279K	Buy	2,900 +716	+33%	+$68.8K	0.16%	99
2025 Q3	$211K	Hold	2,184	–	–	0.12%	104
2025 Q2	$201K	Buy	+2,184	New	+$189K	0.12%	106
2023 Q4	–	Sell	-2,900	Closed	-$201K	–	123
2023 Q3	$201K	Hold	2,900	–	–	0.1%	117
2023 Q2	$212K	Hold	2,900	–	–	0.1%	119
2023 Q1	$203K	Buy	+2,900	New	+$205K	0.1%	118

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

Pettee Investors's IWR Position: Q2 2026 in Review

Pettee Investors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,900 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #93.

Pettee Investors first reported a position in IWR in Q1 2023 and has held it in 8 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pettee Investors held 2,900 shares of iShares Russell Mid-Cap ETF worth $320K as of Q2 2026.
Pettee Investors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.16% of Pettee Investors's portfolio in Q2 2026, its #93 holding.
Pettee Investors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 8 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.