Segall Bryant & Hamill’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Segall Bryant & Hamill’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	–	Sell	-11,747	Closed	-$1.14M	–	629
2026 Q1	$1.14M	Sell	11,747 -4,338	-27%	-$433K	0.02%	497
2025 Q4	$1.55M	Buy	+16,085	New	+$1.55M	0.02%	468
2025 Q2	–	Sell	-12,416	Closed	-$1.06M	–	601
2025 Q1	$1.06M	Buy	+12,416	New	+$1.11M	0.02%	495
2023 Q4	–	Sell	-78,147	Closed	-$5.41M	–	403
2023 Q3	$5.41M	Buy	78,147 +549	+0.7%	+$40K	0.06%	311
2023 Q2	$5.67M	Buy	77,598 +1,897	+3%	+$132K	0.06%	319
2023 Q1	$5.29M	Buy	75,701 +1,110	+1%	+$78.4K	0.06%	328
2022 Q4	$5.03M	Buy	74,591 +1,207	+2%	+$81.4K	0.06%	323
2022 Q3	$4.56M	Sell	73,384 -4,895	-6%	-$337K	0.05%	328
2022 Q2	$5.06M	Buy	78,279 +2,245	+3%	+$160K	0.06%	312
2022 Q1	$5.93M	Buy	+76,034	New	+$5.85M	0.06%	299
2021 Q4	–	Sell	-74,373	Closed	-$5.82M	–	673
2021 Q3	$5.82M	Buy	74,373 +5,247	+8%	+$420K	0.06%	306
2021 Q2	$5.48M	Buy	69,126 +2,121	+3%	+$165K	0.05%	312
2021 Q1	$4.95M	Buy	67,005 +264	+0.4%	+$19.1K	0.05%	335
2020 Q4	$4.58M	Buy	66,741 +1,151	+2%	+$73.3K	0.05%	311
2020 Q3	$3.77M	Buy	65,590 +2,677	+4%	+$152K	0.05%	300
2020 Q2	$3.37M	Buy	62,913 +354	+0.6%	+$17.7K	0.06%	270
2020 Q1	$2.71M	Buy	62,559 +570	+0.9%	+$31.4K	0.06%	291
2019 Q4	$3.7M	Sell	61,989 -464	-0.7%	-$26.6K	0.06%	294
2019 Q3	$3.5M	Buy	62,453 +1,214	+2%	+$67.9K	0.05%	322
2019 Q2	$3.42M	Buy	61,239 +915	+2%	+$50.2K	0.05%	322
2019 Q1	$3.25M	Sell	60,324 -7,657	-11%	-$397K	0.05%	332
2018 Q4	$3.16M	Buy	67,981 +16,069	+31%	+$811K	0.05%	324
2018 Q3	$2.86M	Sell	51,912 -1,108	-2%	-$60.7K	0.04%	382
2018 Q2	$2.81M	Buy	53,020 +764	+1%	+$40.2K	0.04%	385
2018 Q1	$2.7M	Sell	52,256 -13,616	-21%	-$718K	0.06%	274
2017 Q4	$3.43M	Buy	65,872 +7,316	+12%	+$371K	0.08%	254
2017 Q3	$2.89M	Sell	58,556 -500	-0.8%	-$24.1K	0.07%	271
2017 Q2	$2.84M	Buy	59,056 +6,524	+12%	+$309K	0.07%	267
2017 Q1	$2.46M	Buy	52,532 +2,320	+5%	+$108K	0.06%	276
2016 Q4	$2.25M	Buy	50,212 +840	+2%	+$36.7K	0.06%	276
2016 Q3	$2.15M	Buy	49,372 +1,272	+3%	+$55.1K	0.06%	277
2016 Q2	$2.02M	Sell	48,100 -100	-0.2%	-$4.13K	0.05%	286
2016 Q1	$1.96M	Sell	48,200 -61,856	-56%	-$2.35M	0.05%	299
2015 Q4	$4.41M	Buy	110,056 +63,256	+135%	+$2.58M	0.11%	219
2015 Q3	$1.82M	Buy	46,800 +400	+0.9%	+$16.6K	0.04%	305
2015 Q2	$1.98M	Buy	46,400 +1,600	+4%	+$69.6K	0.04%	310
2015 Q1	$1.94M	Buy	44,800 +652	+1%	+$27.7K	0.04%	303
2014 Q4	$1.84M	Buy	44,148 +3,148	+8%	+$128K	0.04%	309
2014 Q3	$1.62M	Buy	41,000 +200	+0.5%	+$8.06K	0.04%	317
2014 Q2	$1.66M	Buy	40,800 +1,000	+3%	+$39K	0.04%	265
2014 Q1	$1.54M	Sell	39,800 -2,140	-5%	-$81.1K	0.04%	296
2013 Q4	$1.57M	Sell	41,940 -200	-0.5%	-$7.23K	0.04%	293
2013 Q3	$1.47M	Sell	42,140 -12,540	-23%	-$428K	0.04%	297
2013 Q2	$1.78M	Buy	+54,680	New	+$1.77M	0.05%	266

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

Segall Bryant & Hamill's IWR Position: Q2 2026 in Review

Segall Bryant & Hamill sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 11,747 shares — an estimated $1.14M sold.

Segall Bryant & Hamill first reported a position in IWR in Q2 2013 and held it in 44 quarters. The position peaked at $5.93M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Segall Bryant & Hamill reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Segall Bryant & Hamill sold 11,747 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.14M.
Segall Bryant & Hamill first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 44 quarters.
Segall Bryant & Hamill's iShares Russell Mid-Cap ETF position peaked at $5.93M in Q1 2022.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.