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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
Q3 		$1.21M Sell
11,374
-11,091
-49% -$1.23M 0.42% 56
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Saxon Interests's IWR Position: Q3 2026 in Review

Saxon Interests reduced its iShares Russell Mid-Cap ETF (IWR) stake by 49% in Q3 2026, selling an estimated $1.23M and leaving 11,374 shares worth $1.21M. The position accounts for 0.42% of the portfolio, ranked #56.

Saxon Interests first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.63M in Q4 2024. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Saxon Interests held 11,374 shares of iShares Russell Mid-Cap ETF worth $1.21M as of Q3 2026.
  • Saxon Interests sold 11,091 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $1.23M.
  • iShares Russell Mid-Cap ETF made up 0.42% of Saxon Interests's portfolio in Q3 2026, its #56 holding.
  • Saxon Interests first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Saxon Interests's iShares Russell Mid-Cap ETF position peaked at $3.63M in Q4 2024.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Saxon Interests's 13F filing for Q3 2026, filed 26 Oct 2026.