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

QRG 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 Q2	$1.49M	Buy	13,469 +8,506	+171%	+$895K	0.01%	528
2026 Q1	$483K	Sell	4,963 -3,219	-39%	-$322K	0.01%	799
2025 Q4	$788K	Buy	8,182 +2,801	+52%	+$269K	0.01%	612
2025 Q3	$520K	Sell	5,381 -519	-9%	-$49.2K	0.01%	705
2025 Q2	$543K	Buy	5,900 +422	+8%	+$36.5K	﹤0.01%	788
2025 Q1	$466K	Sell	5,478 -1,522	-22%	-$136K	﹤0.01%	786
2024 Q4	$619K	Buy	7,000 +580	+9%	+$52.6K	0.01%	712
2024 Q3	$566K	Sell	6,420 -1,890	-23%	-$159K	0.01%	731
2024 Q2	$674K	Sell	8,310 -1,205	-13%	-$98.1K	0.01%	646
2024 Q1	$800K	Buy	9,515 +5,431	+133%	+$430K	0.01%	608
2023 Q4	$317K	Sell	4,084 -30	-0.7%	-$2.13K	﹤0.01%	854
2023 Q3	$285K	Buy	+4,114	New	+$300K	﹤0.01%	827

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

QRG Capital Management's IWR Position: Q2 2026 in Review

QRG Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 171% in Q2 2026, buying an estimated $895K and bringing the position to 13,469 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #528.

QRG Capital Management first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

QRG Capital Management held 13,469 shares of iShares Russell Mid-Cap ETF worth $1.49M as of Q2 2026.
QRG Capital Management bought 8,506 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $895K.
iShares Russell Mid-Cap ETF made up 0.01% of QRG Capital Management's portfolio in Q2 2026, its #528 holding.
QRG Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.