Salomon & Ludwin’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Salomon & Ludwin’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 Q1	$533K	Hold	5,425	–	–	0.05%	112
2025 Q4	$534K	Hold	5,425	–	–	0.05%	113
2025 Q3	$527K	Sell	5,425 -60	-1%	-$5.69K	0.05%	116
2025 Q2	$511K	Hold	5,485	–	–	0.05%	103
2025 Q1	$467K	Hold	5,485	–	–	0.05%	105
2024 Q4	$485K	Sell	5,485 -229	-4%	-$20.8K	0.05%	101
2024 Q3	$504K	Hold	5,714	–	–	0.05%	107
2024 Q2	$463K	Sell	5,714 -100	-2%	-$8.14K	0.05%	108
2024 Q1	$489K	Hold	5,814	–	–	0.04%	125
2023 Q4	$403K	Hold	5,814	–	–	0.04%	124
2023 Q3	$403K	Hold	5,814	–	–	0.04%	124
2023 Q2	$425K	Hold	5,814	–	–	0.05%	124
2023 Q1	$407K	Hold	5,814	–	–	0.05%	121
2022 Q4	$392K	Hold	5,814	–	–	0.05%	124
2022 Q3	$361K	Buy	+5,814	New	+$400K	0.05%	111

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salomon & Ludwin's IWR Position: Q1 2026 in Review

Salomon & Ludwin held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 5,425 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #112.

Salomon & Ludwin first reported a position in IWR in Q3 2022 and has held it in 15 quarters since. The position peaked at $534K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Salomon & Ludwin held 5,425 shares of iShares Russell Mid-Cap ETF worth $533K as of Q1 2026.
Salomon & Ludwin left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Salomon & Ludwin's portfolio in Q1 2026, its #112 holding.
Salomon & Ludwin first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
Salomon & Ludwin's iShares Russell Mid-Cap ETF position peaked at $534K in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.