Select Equity Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Select Equity Group’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 Q1	$73.2K	Sell	753 -10,880	-94%	-$1.09M	﹤0.01%	172
2025 Q4	$1.12M	Buy	11,633 +10,775	+1,256%	+$1.04M	﹤0.01%	180
2025 Q3	$82.8K	Buy	+858	New	+$81.3K	﹤0.01%	165
2025 Q2	–	Sell	-11,749	Closed	-$999K	–	162
2025 Q1	$999K	Buy	11,749 +1,641	+16%	+$146K	﹤0.01%	149
2024 Q4	$894K	Buy	+10,108	New	+$917K	﹤0.01%	142
2024 Q1	–	Sell	-55,885	Closed	-$4.34M	–	165
2023 Q4	$4.34M	Buy	+55,885	New	+$3.97M	0.02%	119
2023 Q1	–	Sell	-67,863	Closed	-$4.58M	–	178
2022 Q4	$4.58M	Buy	67,863 +62,685	+1,211%	+$4.23M	0.02%	126
2022 Q3	$322K	Buy	+5,178	New	+$356K	﹤0.01%	169
2022 Q1	–	Sell	-3,809	Closed	-$316K	–	173
2021 Q4	$316K	Buy	+3,809	New	+$313K	﹤0.01%	161
2019 Q1	–	Sell	-87,673	Closed	-$4.08M	–	102
2018 Q4	$4.08M	Buy	+87,673	New	+$4.42M	0.03%	94
2018 Q1	–	Sell	-86,636	Closed	-$4.51M	–	90
2017 Q4	$4.51M	Buy	+86,636	New	+$4.4M	0.04%	90
2017 Q1	–	Sell	-150,364	Closed	-$6.72M	–	97
2016 Q4	$6.72M	Buy	+150,364	New	+$6.58M	0.06%	85

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group's IWR Position: Q1 2026 in Review

Select Equity Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 94% in Q1 2026, selling an estimated $1.09M and leaving 753 shares worth $73.2K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

Select Equity Group first reported a position in IWR in Q4 2016 and has held it in 12 quarters since. The position peaked at $6.72M in Q4 2016. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Select Equity Group held 753 shares of iShares Russell Mid-Cap ETF worth $73.2K as of Q1 2026.
Select Equity Group sold 10,880 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.09M.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Select Equity Group's portfolio in Q1 2026, its #172 holding.
Select Equity Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 12 quarters since.
Select Equity Group's iShares Russell Mid-Cap ETF position peaked at $6.72M in Q4 2016.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Select Equity Group's 13F filing for Q1 2026, filed 15 May 2026.