Renaissance Technologies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Renaissance Technologies’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	$1.63M	Sell	14,800 -10,400	-41%	-$1.09M	﹤0.01%	2080
2026 Q1	$2.45M	Sell	25,200 -9,600	-28%	-$959K	﹤0.01%	1789
2025 Q4	$3.35M	Buy	34,800 +12,600	+57%	+$1.21M	0.01%	1573
2025 Q3	$2.14M	Sell	22,200 -500	-2%	-$47.4K	﹤0.01%	2030
2025 Q2	$2.09M	Buy	22,700 +14,300	+170%	+$1.24M	﹤0.01%	2082
2025 Q1	$715K	Sell	8,400 -61,500	-88%	-$5.49M	﹤0.01%	2590
2024 Q4	$6.18M	Buy	69,900 +60,400	+636%	+$5.48M	0.01%	1314
2024 Q3	$837K	Buy	+9,500	New	+$800K	﹤0.01%	2549
2023 Q4	–	Sell	-35,300	Closed	-$2.44M	–	3918
2023 Q3	$2.44M	Buy	+35,300	New	+$2.58M	﹤0.01%	1744
2023 Q1	–	Sell	-4,400	Closed	-$297K	–	4192
2022 Q4	$297K	Sell	4,400 -2,300	-34%	-$155K	﹤0.01%	3223
2022 Q3	$416K	Sell	6,700 -12,600	-65%	-$867K	﹤0.01%	3035
2022 Q2	$1.25M	Buy	+19,300	New	+$1.37M	﹤0.01%	2559
2022 Q1	–	Sell	-14,700	Closed	-$1.22M	–	4269
2021 Q4	$1.22M	Sell	14,700 -11,600	-44%	-$952K	﹤0.01%	2503
2021 Q3	$2.06M	Buy	+26,300	New	+$2.11M	﹤0.01%	2063
2021 Q2	–	Sell	-9,600	Closed	-$710K	–	3625
2021 Q1	$710K	Buy	+9,600	New	+$694K	﹤0.01%	2765
2020 Q4	–	Sell	-14,200	Closed	-$815K	–	3552
2020 Q3	$815K	Sell	14,200 -23,400	-62%	-$1.33M	﹤0.01%	2614
2020 Q2	$2.02M	Buy	37,600 +32,800	+683%	+$1.64M	﹤0.01%	2180
2020 Q1	$207K	Buy	+4,800	New	+$264K	﹤0.01%	3093
2019 Q2	–	Sell	-5,800	Closed	-$313K	–	3651
2019 Q1	$313K	Sell	5,800 -1,600	-22%	-$82.9K	﹤0.01%	3078
2018 Q4	$344K	Buy	7,400 +200	+3%	+$10.1K	﹤0.01%	2987
2018 Q3	$397K	Sell	7,200 -8,000	-53%	-$438K	﹤0.01%	2926
2018 Q2	$806K	Buy	15,200 +3,200	+27%	+$168K	﹤0.01%	2686
2018 Q1	$619K	Buy	+12,000	New	+$632K	﹤0.01%	2844

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

Renaissance Technologies's IWR Position: Q2 2026 in Review

Renaissance Technologies reduced its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, selling an estimated $1.09M and leaving 14,800 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Renaissance Technologies first reported a position in IWR in Q1 2018 and has held it in 23 quarters since. The position peaked at $6.18M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Renaissance Technologies held 14,800 shares of iShares Russell Mid-Cap ETF worth $1.63M as of Q2 2026.
Renaissance Technologies sold 10,400 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.09M.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Renaissance Technologies's portfolio in Q2 2026, its #2080 holding.
Renaissance Technologies first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 23 quarters since.
Renaissance Technologies's iShares Russell Mid-Cap ETF position peaked at $6.18M in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Renaissance Technologies's 13F filing for Q2 2026, filed 13 Aug 2026.