Richard P. Slaughter Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Richard P. Slaughter Associates’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	$3.46M	Sell	31,360 -1,786	-5%	-$188K	0.68%	27
2026 Q1	$3.22M	Sell	33,146 -302	-0.9%	-$30.2K	0.7%	26
2025 Q4	$3.22M	Sell	33,448 -1,323	-4%	-$127K	0.67%	27
2025 Q3	$3.36M	Sell	34,771 -13,833	-28%	-$1.31M	0.72%	27
2025 Q2	$4.47M	Buy	+48,604	New	+$4.2M	0.91%	20

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

Richard P. Slaughter Associates's IWR Position: Q2 2026 in Review

Richard P. Slaughter Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.4% in Q2 2026, selling an estimated $188K and leaving 31,360 shares worth $3.46M. The position accounts for 0.68% of the portfolio, ranked #27.

Richard P. Slaughter Associates first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.47M in Q2 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Richard P. Slaughter Associates held 31,360 shares of iShares Russell Mid-Cap ETF worth $3.46M as of Q2 2026.
Richard P. Slaughter Associates sold 1,786 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $188K.
iShares Russell Mid-Cap ETF made up 0.68% of Richard P. Slaughter Associates's portfolio in Q2 2026, its #27 holding.
Richard P. Slaughter Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Richard P. Slaughter Associates's iShares Russell Mid-Cap ETF position peaked at $4.47M in Q2 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q2 2026, filed 13 Jul 2026.