Quartz Partners
IWR icon

Quartz Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quartz Partners’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
Q3 		$453K Buy
+4,241
New +$469K 0.14% 116
2025
Q1 		– Sell
-3,102
Closed -$274K – 155
2024
Q4 		$274K Sell
3,102
-1,326
-30% -$120K 0.17% 125
2024
Q3 		$390K Buy
+4,428
New +$373K 0.24% 108

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Quartz Partners's IWR Position: Q3 2026 in Review

Quartz Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 4,241 shares worth $453K. The stake represents 0.14% of the portfolio and ranks #116 among its holdings. This is a return to the name: Quartz Partners previously reported a position in IWR as recently as Q4 2024.

Quartz Partners first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Quartz Partners held 4,241 shares of iShares Russell Mid-Cap ETF worth $453K as of Q3 2026.
  • iShares Russell Mid-Cap ETF was a new Quartz Partners position in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.14% of Quartz Partners's portfolio in Q3 2026, its #116 holding.
  • Quartz Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Quartz Partners's 13F filing for Q3 2026, filed 3 Nov 2026.