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Pettyjohn Wood & White’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pettyjohn Wood & White’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 		$331K Buy
3,003
+145
+5% +$15.3K 0.05% 177
2026
Q1 		$278K Hold
2,858
– – 0.04% 183
2025
Q4 		$275K Sell
2,858
-266
-9% -$25.6K 0.04% 177
2025
Q3 		$302K Sell
3,124
-25
-0.8% -$2.37K 0.05% 164
2025
Q2 		$290K Buy
+3,149
New +$272K 0.05% 161

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

Pettyjohn Wood & White's IWR Position: Q2 2026 in Review

Pettyjohn Wood & White increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,003 shares worth $331K. The position accounts for 0.05% of the portfolio, ranked #177.

Pettyjohn Wood & White first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Pettyjohn Wood & White held 3,003 shares of iShares Russell Mid-Cap ETF worth $331K as of Q2 2026.
  • Pettyjohn Wood & White bought 145 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Pettyjohn Wood & White's portfolio in Q2 2026, its #177 holding.
  • Pettyjohn Wood & White first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pettyjohn Wood & White's 13F filing for Q2 2026, filed 12 Aug 2026.