Relyea Zuckerberg Hanson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Relyea Zuckerberg Hanson’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	$713K	Buy	6,459 +85	+1%	+$8.94K	0.06%	140
2026 Q1	$620K	Buy	6,374 +9	+0.1%	+$899	0.06%	137
2025 Q4	$613K	Buy	6,365 +13	+0.2%	+$1.25K	0.06%	138
2025 Q3	$613K	Sell	6,352 -1,594	-20%	-$151K	0.06%	132
2025 Q2	$731K	Buy	7,946 +4,587	+137%	+$396K	0.09%	118
2025 Q1	$286K	Buy	3,359 +1	+0%	+$89	0.04%	206
2024 Q4	$297K	Buy	3,358 +1	+0%	+$91	0.04%	210
2024 Q3	$296K	Sell	3,357 -479	-12%	-$40.4K	0.05%	198
2024 Q2	$311K	Buy	3,836 +1	+0%	+$81	0.05%	178
2024 Q1	$322K	Buy	3,835 +1,121	+41%	+$88.8K	0.06%	174
2023 Q4	$211K	Buy	+2,714	New	+$193K	0.04%	205
2022 Q3	–	Sell	-3,204	Closed	-$207K	–	147
2022 Q2	$207K	Sell	3,204 -726	-18%	-$51.7K	0.08%	135
2022 Q1	$304K	Sell	3,930 -650	-14%	-$50K	0.1%	128
2021 Q4	$344K	Hold	4,580	–	–	0.12%	116
2021 Q3	$358K	Hold	4,580	–	–	0.14%	105
2021 Q2	$363K	Hold	4,580	–	–	0.15%	92
2021 Q1	$359K	Hold	4,580	–	–	0.16%	86
2020 Q4	$314K	Hold	4,580	–	–	0.17%	90
2020 Q3	$279K	Hold	4,580	–	–	0.18%	93
2020 Q2	$245K	Sell	4,580 -1,351	-23%	-$67.7K	0.2%	103
2020 Q1	$256K	Buy	5,931 +1,291	+28%	+$71.1K	0.28%	86
2019 Q4	$277K	Buy	+4,640	New	+$266K	0.27%	89

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

Relyea Zuckerberg Hanson's IWR Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q2 2026, buying an estimated $8.94K and bringing the position to 6,459 shares worth $713K. The position accounts for 0.06% of the portfolio, ranked #140.

Relyea Zuckerberg Hanson first reported a position in IWR in Q4 2019 and has held it in 22 quarters since. The position peaked at $731K in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Relyea Zuckerberg Hanson held 6,459 shares of iShares Russell Mid-Cap ETF worth $713K as of Q2 2026.
Relyea Zuckerberg Hanson bought 85 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $8.94K.
iShares Russell Mid-Cap ETF made up 0.06% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #140 holding.
Relyea Zuckerberg Hanson first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 22 quarters since.
Relyea Zuckerberg Hanson's iShares Russell Mid-Cap ETF position peaked at $731K in Q2 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.