SeaBridge Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SeaBridge Investment Advisors’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	$1.54M	Hold	14,001	–	–	0.22%	88
2026 Q1	$1.36M	Hold	14,001	–	–	0.23%	85
2025 Q4	$1.35M	Hold	14,001	–	–	0.22%	95
2025 Q3	$1.35M	Hold	14,001	–	–	0.22%	94
2025 Q2	$1.29M	Hold	14,001	–	–	0.24%	96
2025 Q1	$1.19M	Hold	14,001	–	–	0.26%	96
2024 Q4	$1.24M	Hold	14,001	–	–	0.26%	97
2024 Q3	$1.23M	Hold	14,001	–	–	0.3%	88
2024 Q2	$1.14M	Buy	+14,001	New	+$1.14M	0.29%	90
2016 Q1	–	Sell	-480	Closed	-$19K	–	236
2015 Q4	$19K	Buy	+480	New	+$19.6K	﹤0.01%	196

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

SeaBridge Investment Advisors's IWR Position: Q2 2026 in Review

SeaBridge Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 14,001 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #88.

SeaBridge Investment Advisors first reported a position in IWR in Q4 2015 and has held it in 10 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SeaBridge Investment Advisors held 14,001 shares of iShares Russell Mid-Cap ETF worth $1.54M as of Q2 2026.
SeaBridge Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.22% of SeaBridge Investment Advisors's portfolio in Q2 2026, its #88 holding.
SeaBridge Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 10 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SeaBridge Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.