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

SCS Capital 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 Q2	$2.86M	Sell	25,923 -12,013	-32%	-$1.26M	0.03%	192
2026 Q1	$3.69M	Sell	37,936 -1,542	-4%	-$154K	0.04%	166
2025 Q4	$3.8M	Sell	39,478 -998	-2%	-$96K	0.04%	167
2025 Q3	$3.91M	Buy	40,476 +7	+0%	+$664	0.04%	166
2025 Q2	$3.72M	Sell	40,469 -104	-0.3%	-$8.98K	0.04%	174
2025 Q1	$3.45M	Buy	+40,573	New	+$3.62M	0.04%	147

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

SCS Capital Management's IWR Position: Q2 2026 in Review

SCS Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 32% in Q2 2026, selling an estimated $1.26M and leaving 25,923 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #192.

SCS Capital Management first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.91M in Q3 2025. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SCS Capital Management held 25,923 shares of iShares Russell Mid-Cap ETF worth $2.86M as of Q2 2026.
SCS Capital Management sold 12,013 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.26M.
iShares Russell Mid-Cap ETF made up 0.03% of SCS Capital Management's portfolio in Q2 2026, its #192 holding.
SCS Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
SCS Capital Management's iShares Russell Mid-Cap ETF position peaked at $3.91M in Q3 2025.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.