RMP
IWR icon

Richards, Merrill & Peterson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Richards, Merrill & Peterson’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 		$883 Hold
8
– – ﹤0.01% 285
2026
Q1 		$778 Buy
+8
New +$799 ﹤0.01% 283

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Richards, Merrill & Peterson's IWR Position: Q2 2026 in Review

Richards, Merrill & Peterson held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8 shares worth $883. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Richards, Merrill & Peterson first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Richards, Merrill & Peterson held 8 shares of iShares Russell Mid-Cap ETF worth $883 as of Q2 2026.
  • Richards, Merrill & Peterson left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #285 holding.
  • Richards, Merrill & Peterson first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.