Royal Harbor Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Royal Harbor Partners’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	$325K	Hold	2,948	–	–	0.1%	47
2026 Q1	$287K	Hold	2,948	–	–	0.1%	44
2025 Q4	$284K	Sell	2,948 -39	-1%	-$3.75K	0.09%	43
2025 Q3	$288K	Hold	2,987	–	–	0.1%	42
2025 Q2	$275K	Buy	2,987 +39	+1%	+$3.37K	0.1%	43
2025 Q1	$251K	Hold	2,948	–	–	0.1%	43
2024 Q4	$261K	Hold	2,948	–	–	0.1%	40
2024 Q3	$260K	Hold	2,948	–	–	0.1%	42
2024 Q2	$239K	Sell	2,948 -66	-2%	-$5.37K	0.1%	45
2024 Q1	$253K	Buy	3,014 +66	+2%	+$5.23K	0.11%	48
2023 Q4	$229K	Hold	2,948	–	–	0.11%	48
2023 Q3	$204K	Hold	2,948	–	–	0.11%	48
2023 Q2	$215K	Hold	2,948	–	–	0.11%	70
2023 Q1	$206K	Buy	+2,948	New	+$208K	0.11%	74
2022 Q2	–	Sell	-2,948	Closed	-$230K	–	76
2022 Q1	$230K	Hold	2,948	–	–	0.15%	72
2021 Q4	$245K	Hold	2,948	–	–	0.16%	72
2021 Q3	$231K	Hold	2,948	–	–	0.16%	77
2021 Q2	$234K	Hold	2,948	–	–	0.16%	72
2021 Q1	$218K	Hold	2,948	–	–	0.17%	70
2020 Q4	$202K	Buy	+2,948	New	+$188K	0.17%	85

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

Royal Harbor Partners's IWR Position: Q2 2026 in Review

Royal Harbor Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,948 shares worth $325K. The position accounts for 0.1% of the portfolio, ranked #47.

Royal Harbor Partners first reported a position in IWR in Q4 2020 and has held it in 20 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Royal Harbor Partners held 2,948 shares of iShares Russell Mid-Cap ETF worth $325K as of Q2 2026.
Royal Harbor Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Royal Harbor Partners's portfolio in Q2 2026, its #47 holding.
Royal Harbor Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Royal Harbor Partners's 13F filing for Q2 2026, filed 27 Jul 2026.