Sapient Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sapient Capital’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	$1.37M	Hold	12,448	–	–	0.02%	178
2026 Q1	$1.21M	Buy	12,448 +3,788	+44%	+$378K	0.02%	188
2025 Q4	$842K	Buy	8,660 +221	+3%	+$21.2K	0.01%	217
2025 Q3	$814K	Hold	8,439	–	–	0.01%	216
2025 Q2	$776K	Buy	8,439 +14	+0.2%	+$1.21K	0.01%	215
2025 Q1	$717K	Buy	8,425 +493	+6%	+$44K	0.01%	218
2024 Q4	$701K	Buy	7,932 +219	+3%	+$19.9K	0.01%	216
2024 Q3	$680K	Hold	7,713	–	–	0.01%	226
2024 Q2	$625K	Hold	7,713	–	–	0.01%	214
2024 Q1	$649K	Hold	7,713	–	–	0.01%	214
2023 Q4	$600K	Buy	+7,713	New	+$548K	0.02%	217

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

Sapient Capital's IWR Position: Q2 2026 in Review

Sapient Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 12,448 shares worth $1.37M. The position accounts for 0.02% of the portfolio, ranked #178.

Sapient Capital first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sapient Capital held 12,448 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q2 2026.
Sapient Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Sapient Capital's portfolio in Q2 2026, its #178 holding.
Sapient Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.