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

Raleigh 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	–	Hold	0	–	–	–	581
2026 Q1	–	Sell	-876	Closed	-$87.5K	–	752
2025 Q4	$84.4K	Sell	876 -102	-10%	-$9.81K	0.03%	247
2025 Q3	$94.4K	Buy	978 +763	+355%	+$72.3K	0.04%	233
2025 Q2	$19.7K	Buy	215 +207	+2,588%	+$17.9K	0.01%	327
2025 Q1	$683	Sell	8 -526	-99%	-$46.9K	﹤0.01%	470
2024 Q4	$47.2K	Buy	534 +117	+28%	+$10.6K	0.02%	328
2024 Q3	$36.8K	Hold	417	–	–	0.01%	357
2024 Q2	$33.8K	Hold	417	–	–	0.01%	356
2024 Q1	$35.1K	Hold	417	–	–	0.02%	349
2023 Q4	$32.4K	Hold	417	–	–	0.02%	344
2023 Q3	$28.9K	Buy	+417	New	+$30.4K	0.01%	335
2022 Q4	–	Sell	-22	Closed	-$1K	–	839
2022 Q3	$1K	Buy	+22	New	+$1.51K	﹤0.01%	748

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

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

Raleigh Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 0 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #581.

Raleigh Capital Management first reported a position in IWR in Q3 2022 and has held it in 11 quarters since. The position peaked at $94.4K in Q3 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Raleigh Capital Management held 0 shares of iShares Russell Mid-Cap ETF worth $9 as of Q2 2026.
Raleigh Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Raleigh Capital Management's portfolio in Q2 2026, its #581 holding.
Raleigh Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 11 quarters since.
Raleigh Capital Management's iShares Russell Mid-Cap ETF position peaked at $94.4K in Q3 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Raleigh Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.