Robinswood Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Robinswood Financial’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	$55.6K	Hold	503	–	–	0.02%	139
2026 Q1	$49K	Sell	503 -93	-16%	-$9.29K	0.02%	142
2025 Q4	$57.4K	Sell	596 -16	-3%	-$1.54K	0.02%	139
2025 Q3	$59.1K	Sell	612 -6	-1%	-$569	0.02%	130
2025 Q2	$56.9K	Buy	618 +41	+7%	+$3.54K	0.02%	132
2025 Q1	$49.1K	Sell	577 -20	-3%	-$1.78K	0.02%	131
2024 Q4	$52.9K	Buy	597 +2	+0.3%	+$182	0.02%	115
2024 Q3	$52.5K	Buy	595 +111	+23%	+$9.35K	0.02%	122
2024 Q2	$39.2K	Buy	+484	New	+$39.4K	0.02%	137

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

Robinswood Financial's IWR Position: Q2 2026 in Review

Robinswood Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 503 shares worth $55.6K. The position accounts for 0.02% of the portfolio, ranked #139.

Robinswood Financial first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $59.1K in Q3 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Robinswood Financial held 503 shares of iShares Russell Mid-Cap ETF worth $55.6K as of Q2 2026.
Robinswood Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Robinswood Financial's portfolio in Q2 2026, its #139 holding.
Robinswood Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Robinswood Financial's iShares Russell Mid-Cap ETF position peaked at $59.1K in Q3 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.