Pittenger & Anderson Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pittenger & Anderson Inc’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	$69.3K	Sell	713 -53	-7%	-$5.29K	﹤0.01%	291
2025 Q4	$73.7K	Hold	766	–	–	﹤0.01%	287
2025 Q3	$74K	Hold	766	–	–	﹤0.01%	285
2025 Q2	$70.5K	Hold	766	–	–	﹤0.01%	275
2025 Q1	$65.2K	Hold	766	–	–	﹤0.01%	275
2024 Q4	$67.7K	Hold	766	–	–	﹤0.01%	282
2024 Q3	$67.5K	Hold	766	–	–	﹤0.01%	288
2024 Q2	$62.1K	Hold	766	–	–	﹤0.01%	286
2024 Q1	$64.4K	Hold	766	–	–	﹤0.01%	280
2023 Q4	$59.5K	Hold	766	–	–	﹤0.01%	281
2023 Q3	$53K	Hold	766	–	–	﹤0.01%	273
2023 Q2	$55.9K	Hold	766	–	–	﹤0.01%	274
2023 Q1	$53.6K	Hold	766	–	–	﹤0.01%	275
2022 Q4	$51.7K	Hold	766	–	–	﹤0.01%	279
2022 Q3	$48K	Hold	766	–	–	﹤0.01%	274
2022 Q2	$50K	Hold	766	–	–	﹤0.01%	271
2022 Q1	$60K	Hold	766	–	–	﹤0.01%	270
2021 Q4	$64K	Hold	766	–	–	﹤0.01%	261
2021 Q3	$60K	Hold	766	–	–	﹤0.01%	264
2021 Q2	$61K	Sell	766 -59	-7%	-$4.58K	﹤0.01%	252
2021 Q1	$61K	Hold	825	–	–	﹤0.01%	248
2020 Q4	$57K	Hold	825	–	–	﹤0.01%	253
2020 Q3	$47K	Buy	825 +53	+7%	+$3.02K	﹤0.01%	251
2020 Q2	$41K	Hold	772	–	–	﹤0.01%	257
2020 Q1	$33K	Hold	772	–	–	﹤0.01%	252
2019 Q4	$46K	Hold	772	–	–	﹤0.01%	276
2019 Q3	$43K	Hold	772	–	–	﹤0.01%	275
2019 Q2	$43K	Hold	772	–	–	﹤0.01%	272
2019 Q1	$42K	Hold	772	–	–	﹤0.01%	278
2018 Q4	$36K	Hold	772	–	–	﹤0.01%	268
2018 Q3	$43K	Sell	772 -56	-7%	-$3.07K	﹤0.01%	272
2018 Q2	$44K	Hold	828	–	–	﹤0.01%	271
2018 Q1	$43K	Hold	828	–	–	﹤0.01%	274
2017 Q4	$43K	Hold	828	–	–	﹤0.01%	284
2017 Q3	$41K	Hold	828	–	–	﹤0.01%	276
2017 Q2	$40K	Hold	828	–	–	﹤0.01%	284
2017 Q1	$39K	Hold	828	–	–	﹤0.01%	270
2016 Q4	$37K	Hold	828	–	–	﹤0.01%	287
2016 Q3	$36K	Hold	828	–	–	﹤0.01%	281
2016 Q2	$35K	Hold	828	–	–	﹤0.01%	283
2016 Q1	$34K	Hold	828	–	–	﹤0.01%	308
2015 Q4	$33K	Hold	828	–	–	﹤0.01%	328
2015 Q3	$32K	Hold	828	–	–	﹤0.01%	328
2015 Q2	$35K	Hold	828	–	–	﹤0.01%	332
2015 Q1	$36K	Hold	828	–	–	﹤0.01%	326
2014 Q4	$35K	Sell	828 -200	-19%	-$8.12K	﹤0.01%	325
2014 Q3	$41K	Hold	1,028	–	–	0.01%	286
2014 Q2	$42K	Buy	+1,028	New	+$40.1K	0.01%	294

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pittenger & Anderson Inc's IWR Position: Q1 2026 in Review

Pittenger & Anderson Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.9% in Q1 2026, selling an estimated $5.29K and leaving 713 shares worth $69.3K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Pittenger & Anderson Inc first reported a position in IWR in Q2 2014 and has held it in 48 quarters since. The position peaked at $74K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Pittenger & Anderson Inc held 713 shares of iShares Russell Mid-Cap ETF worth $69.3K as of Q1 2026.
Pittenger & Anderson Inc sold 53 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.29K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #291 holding.
Pittenger & Anderson Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
Pittenger & Anderson Inc's iShares Russell Mid-Cap ETF position peaked at $74K in Q3 2025.
1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.