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 Q2	–	Sell	-753	Closed	-$73.2K	–	177
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 $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

Select Equity Group's IWR Position: Q2 2026 in Review

Select Equity Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 753 shares — an estimated $73.2K sold.

Select Equity Group first reported a position in IWR in Q4 2016 and held it in 12 quarters. The position peaked at $6.72M in Q4 2016. 1,590 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Select Equity Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Select Equity Group sold 753 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $73.2K.
Select Equity Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and held it in 12 quarters.
Select Equity Group's iShares Russell Mid-Cap ETF position peaked at $6.72M in Q4 2016.
1,590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Select Equity Group's 13F filing for Q2 2026, filed 14 Aug 2026.