Poehling Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Poehling Capital 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 Q1	$349K	Sell	3,588 -163	-4%	-$16.3K	0.07%	120
2025 Q4	$361K	Hold	3,751	–	–	0.07%	112
2025 Q3	$362K	Buy	3,751 +163	+5%	+$15.5K	0.08%	115
2025 Q2	$330K	Hold	3,588	–	–	0.08%	110
2025 Q1	$305K	Hold	3,588	–	–	0.08%	114
2024 Q4	$317K	Hold	3,588	–	–	0.08%	114
2024 Q3	$316K	Hold	3,588	–	–	0.08%	112
2024 Q2	$291K	Hold	3,588	–	–	0.08%	116
2024 Q1	$302K	Buy	3,588 +512	+17%	+$40.6K	0.08%	108
2023 Q4	$239K	Hold	3,076	–	–	0.08%	114
2023 Q3	$213K	Hold	3,076	–	–	0.07%	114
2023 Q2	$225K	Hold	3,076	–	–	0.08%	113
2023 Q1	$215K	Hold	3,076	–	–	0.07%	111
2022 Q4	$207K	Buy	+3,076	New	+$207K	0.08%	109
2022 Q2	–	Sell	-3,076	Closed	-$240K	–	138
2022 Q1	$240K	Hold	3,076	–	–	0.07%	134
2021 Q4	$255K	Hold	3,076	–	–	0.08%	122
2021 Q3	$241K	Hold	3,076	–	–	0.08%	123
2021 Q2	$244K	Hold	3,076	–	–	0.08%	132
2021 Q1	$227K	Hold	3,076	–	–	0.08%	138
2020 Q4	$211K	Buy	+3,076	New	+$196K	0.08%	120
2018 Q3	–	Sell	-3,076	Closed	-$163K	–	190
2018 Q2	$163K	Hold	3,076	–	–	0.14%	99
2018 Q1	$159K	Hold	3,076	–	–	0.13%	99
2017 Q4	$160K	Buy	+3,076	New	+$156K	0.14%	96

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

Poehling Capital Management's IWR Position: Q1 2026 in Review

Poehling Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q1 2026, selling an estimated $16.3K and leaving 3,588 shares worth $349K. The position accounts for 0.07% of the portfolio, ranked #120.

Poehling Capital Management first reported a position in IWR in Q4 2017 and has held it in 23 quarters since. The position peaked at $362K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Poehling Capital Management held 3,588 shares of iShares Russell Mid-Cap ETF worth $349K as of Q1 2026.
Poehling Capital Management sold 163 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $16.3K.
iShares Russell Mid-Cap ETF made up 0.07% of Poehling Capital Management's portfolio in Q1 2026, its #120 holding.
Poehling Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 23 quarters since.
Poehling Capital Management's iShares Russell Mid-Cap ETF position peaked at $362K in Q3 2025.
1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.