Sawgrass Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sawgrass Asset Management’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	–	Sell	-94,358	Closed	-$9.08M	–	203
2025 Q4	$9.08M	Hold	94,358	–	–	1.14%	25
2025 Q3	$9.11M	Sell	94,358 -136	-0.1%	-$12.9K	1.13%	31
2025 Q2	$8.69M	Buy	94,494 +50	+0.1%	+$4.32K	0.99%	37
2025 Q1	$8.03M	Hold	94,444	–	–	0.99%	38
2024 Q4	$8.35M	Buy	94,444 +3,595	+4%	+$326K	0.92%	40
2024 Q3	$8.01M	Sell	90,849 -4,037	-4%	-$340K	0.83%	44
2024 Q2	$7.69M	Sell	94,886 -29,328	-24%	-$2.39M	0.83%	46
2024 Q1	$10.4M	Hold	124,214	–	–	1.14%	30
2023 Q4	$9.66M	Buy	124,214 +18,896	+18%	+$1.34M	1.09%	36
2023 Q3	$7.29M	Buy	+105,318	New	+$7.68M	0.89%	42

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

Sawgrass Asset Management's IWR Position: Q1 2026 in Review

Sawgrass Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 94,358 shares — an estimated $9.08M sold.

Sawgrass Asset Management first reported a position in IWR in Q3 2023 and held it in 10 quarters. The position peaked at $10.4M in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Sawgrass Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Sawgrass Asset Management sold 94,358 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $9.08M.
Sawgrass Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 10 quarters.
Sawgrass Asset Management's iShares Russell Mid-Cap ETF position peaked at $10.4M in Q1 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sawgrass Asset Management's 13F filing for Q1 2026, filed 1 May 2026.