Romano Brothers & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Romano Brothers & Co’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	$262K	Hold	2,375	–	–	0.03%	303
2026 Q1	$231K	Hold	2,375	–	–	0.03%	307
2025 Q4	$229K	Hold	2,375	–	–	0.03%	300
2025 Q3	$229K	Hold	2,375	–	–	0.03%	305
2025 Q2	$218K	Hold	2,375	–	–	0.03%	296
2025 Q1	$202K	Sell	2,375 -529	-18%	-$47.2K	0.03%	300
2024 Q4	$257K	Sell	2,904 -355	-11%	-$32.2K	0.03%	275
2024 Q3	$287K	Buy	3,259 +89	+3%	+$7.5K	0.04%	268
2024 Q2	$257K	Hold	3,170	–	–	0.04%	270
2024 Q1	$267K	Hold	3,170	–	–	0.04%	271
2023 Q4	$246K	Sell	3,170 -1,164	-27%	-$82.7K	0.04%	270
2023 Q3	$300K	Hold	4,334	–	–	0.05%	249
2023 Q2	$317K	Hold	4,334	–	–	0.05%	251
2023 Q1	$303K	Sell	4,334 -40	-0.9%	-$2.82K	0.05%	256
2022 Q4	$295K	Hold	4,374	–	–	0.04%	256
2022 Q3	$272K	Buy	+4,374	New	+$301K	0.04%	259

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

Romano Brothers & Co's IWR Position: Q2 2026 in Review

Romano Brothers & Co held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,375 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #303.

Romano Brothers & Co first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. The position peaked at $317K in Q2 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Romano Brothers & Co held 2,375 shares of iShares Russell Mid-Cap ETF worth $262K as of Q2 2026.
Romano Brothers & Co left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Romano Brothers & Co's portfolio in Q2 2026, its #303 holding.
Romano Brothers & Co first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Romano Brothers & Co's iShares Russell Mid-Cap ETF position peaked at $317K in Q2 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Romano Brothers & Co's 13F filing for Q2 2026, filed 22 Jul 2026.