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Saxon Interests’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Saxon Interests’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 		$2.48M Sell
22,465
-884
-4% -$93K 0.68% 28
2026
Q1 		$2.27M Buy
23,349
+3,633
+18% +$363K 0.78% 30
2025
Q4 		$1.9M Sell
19,716
-80
-0.4% -$7.69K 0.67% 35
2025
Q3 		$1.9M Sell
19,796
-19,578
-50% -$1.86M 0.74% 30
2025
Q2 		$3.35M Hold
39,374
– – 1.57% 15
2025
Q1 		$3.35M Sell
39,374
-1,717
-4% -$153K 1.57% 15
2024
Q4 		$3.63M Buy
41,091
+21,475
+109% +$1.95M 1.6% 11
2024
Q3 		$1.73M Buy
19,616
+288
+1% +$24.3K 0.79% 33
2024
Q2 		$1.57M Buy
19,328
+1,922
+11% +$156K 0.75% 38
2024
Q1 		$1.46M Buy
17,406
+649
+4% +$51.4K 0.7% 38
2023
Q4 		$1.3M Buy
+16,757
New +$1.19M 0.65% 39
2023
Q3 		– Sell
-17,569
Closed -$1.28M – 129
2023
Q2 		$1.28M Sell
17,569
-46
-0.3% -$3.2K 0.69% 42
2023
Q1 		$1.23M Sell
17,615
-993
-5% -$70.1K 0.7% 38
2022
Q4 		$1.29M Buy
18,608
+1,035
+6% +$69.8K 0.73% 34
2022
Q3 		$1.16M Buy
17,573
+99
+0.6% +$6.81K 0.71% 33
2022
Q2 		$1.13M Sell
17,474
-178
-1% -$12.7K 0.68% 37
2022
Q1 		$1.38M Buy
17,652
+91
+0.5% +$7K 0.73% 37
2021
Q4 		$1.43M Buy
+17,561
New +$1.44M 0.81% 30

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Saxon Interests's IWR Position: Q2 2026 in Review

Saxon Interests reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, selling an estimated $93K and leaving 22,465 shares worth $2.48M. The position accounts for 0.68% of the portfolio, ranked #28.

Saxon Interests first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.63M in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Saxon Interests held 22,465 shares of iShares Russell Mid-Cap ETF worth $2.48M as of Q2 2026.
  • Saxon Interests sold 884 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $93K.
  • iShares Russell Mid-Cap ETF made up 0.68% of Saxon Interests's portfolio in Q2 2026, its #28 holding.
  • Saxon Interests first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Saxon Interests's iShares Russell Mid-Cap ETF position peaked at $3.63M in Q4 2024.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Saxon Interests's 13F filing for Q2 2026, filed 12 Aug 2026.