Robertson Stephens Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robertson Stephens Wealth 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	$62.4M	Buy	565,606 +250,016	+79%	+$26.3M	1.54%	12
2026 Q1	$30.7M	Buy	315,590 +124,174	+65%	+$12.4M	0.86%	19
2025 Q4	$18.4M	Buy	191,416 +24,176	+14%	+$2.32M	0.48%	38
2025 Q3	$16.1M	Buy	167,240 +38,439	+30%	+$3.64M	0.49%	38
2025 Q2	$11.8M	Buy	128,801 +6,689	+5%	+$578K	0.38%	53
2025 Q1	$10.4M	Sell	122,112 -20,217	-14%	-$1.8M	0.36%	56
2024 Q4	$12.6M	Buy	142,329 +31,608	+29%	+$2.87M	0.45%	46
2024 Q3	$9.76M	Buy	110,721 +6,212	+6%	+$523K	0.35%	62
2024 Q2	$8.47M	Sell	104,509 -77,489	-43%	-$6.31M	0.43%	46
2024 Q1	$15.3M	Buy	181,998 +3,643	+2%	+$289K	0.81%	26
2023 Q4	$13.9M	Sell	178,355 -14,018	-7%	-$996K	0.84%	21
2023 Q3	$13.4M	Buy	192,373 +65,384	+51%	+$4.77M	0.9%	21
2023 Q2	$9.27M	Sell	126,989 -13,390	-10%	-$931K	0.66%	31
2023 Q1	$9.82M	Sell	140,379 -44,201	-24%	-$3.12M	0.76%	28
2022 Q4	$12.4M	Sell	184,580 -23,982	-11%	-$1.62M	1.21%	14
2022 Q3	$13M	Buy	208,562 +57,549	+38%	+$3.96M	1.35%	14
2022 Q2	$9.76M	Buy	151,013 +103,149	+216%	+$7.34M	0.92%	25
2022 Q1	$3.73M	Buy	47,864 +17,853	+59%	+$1.37M	0.31%	69
2021 Q4	$2.49M	Buy	30,011 +2,312	+8%	+$190K	0.21%	97
2021 Q3	$2.17M	Sell	27,699 -820	-3%	-$65.7K	0.24%	67
2021 Q2	$2.26M	Buy	28,519 +705	+3%	+$54.7K	0.27%	63
2021 Q1	$2.06M	Buy	27,814 +961	+4%	+$69.5K	0.33%	58
2020 Q4	$1.84M	Buy	26,853 +5,107	+23%	+$325K	0.38%	52
2020 Q3	$1.25M	Buy	21,746 +3,958	+22%	+$225K	0.31%	60
2020 Q2	$953K	Buy	17,788 +123	+0.7%	+$6.17K	0.28%	73
2020 Q1	$763K	Buy	17,665 +1,541	+10%	+$84.8K	0.26%	80
2019 Q4	$961K	Sell	16,124 -156	-1%	-$8.96K	0.48%	41
2019 Q3	$911K	Buy	16,280 +2,588	+19%	+$145K	0.46%	50
2019 Q2	$765K	Buy	13,692 +2,356	+21%	+$129K	0.74%	32
2019 Q1	$612K	Hold	11,336	–	–	0.52%	35
2018 Q4	$527K	Buy	+11,336	New	+$572K	0.53%	33

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

Robertson Stephens Wealth Management's IWR Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 79% in Q2 2026, buying an estimated $26.3M and bringing the position to 565,606 shares worth $62.4M. The position accounts for 1.54% of the portfolio, ranked #12.

Robertson Stephens Wealth Management first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Robertson Stephens Wealth Management held 565,606 shares of iShares Russell Mid-Cap ETF worth $62.4M as of Q2 2026.
Robertson Stephens Wealth Management bought 250,016 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $26.3M.
iShares Russell Mid-Cap ETF made up 1.54% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #12 holding.
Robertson Stephens Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.