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

Pinney & Scofield’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 		$1.05M Buy
10,760
+160
+2% +$16K 0.56% 23
2025
Q4 		$1.02M Hold
10,600
– – 0.58% 23
2025
Q3 		$1.02M Hold
10,600
– – 0.64% 22
2025
Q2 		$975K Hold
10,600
– – 0.66% 22
2025
Q1 		$902K Hold
10,600
– – 0.65% 22
2024
Q4 		$937K Buy
+10,600
New +$962K 0.71% 22

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pinney & Scofield's IWR Position: Q1 2026 in Review

Pinney & Scofield increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q1 2026, buying an estimated $16K and bringing the position to 10,760 shares worth $1.05M. The position accounts for 0.56% of the portfolio, ranked #23.

Pinney & Scofield first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Pinney & Scofield held 10,760 shares of iShares Russell Mid-Cap ETF worth $1.05M as of Q1 2026.
  • Pinney & Scofield bought 160 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $16K.
  • iShares Russell Mid-Cap ETF made up 0.56% of Pinney & Scofield's portfolio in Q1 2026, its #23 holding.
  • Pinney & Scofield first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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