Sharkey, Howes & Javer’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sharkey, Howes & Javer’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	–	Sell	-2,447	Closed	-$236K	–	163
2025 Q4	$236K	Buy	+2,447	New	+$235K	0.03%	146
2019 Q3	–	Sell	-1,820	Closed	-$102K	–	113
2019 Q2	$102K	Hold	1,820	–	–	0.05%	82
2019 Q1	$98K	Sell	1,820 -1,112	-38%	-$57.6K	0.05%	85
2018 Q4	$136K	Hold	2,932	–	–	0.09%	65
2018 Q3	$162K	Hold	2,932	–	–	0.08%	63
2018 Q2	$155K	Hold	2,932	–	–	0.09%	53
2018 Q1	$151K	Sell	2,932 -184	-6%	-$9.7K	0.09%	43
2017 Q4	$162K	Sell	3,116 -692	-18%	-$35.1K	0.09%	39
2017 Q3	$190K	Hold	3,808	–	–	0.1%	40
2017 Q2	$183K	Hold	3,808	–	–	0.1%	37
2017 Q1	$178K	Hold	3,808	–	–	0.09%	40
2016 Q4	$170K	Buy	3,808 +656	+21%	+$28.7K	0.1%	40
2016 Q3	$137K	Hold	3,152	–	–	0.08%	44
2016 Q2	$133K	Hold	3,152	–	–	0.08%	49
2016 Q1	$128K	Buy	3,152 +1,980	+169%	+$75.3K	0.09%	46
2015 Q4	$47K	Sell	1,172 -888	-43%	-$36.2K	0.03%	98
2015 Q3	$83K	Buy	+2,060	New	+$85.3K	0.06%	67
2015 Q2	–	Sell	-2,532	Closed	-$110K	–	228
2015 Q1	$110K	Buy	+2,532	New	+$108K	0.07%	59

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sharkey, Howes & Javer's IWR Position: Q1 2026 in Review

Sharkey, Howes & Javer sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,447 shares — an estimated $236K sold.

Sharkey, Howes & Javer first reported a position in IWR in Q1 2015 and held it in 18 quarters. The position peaked at $236K in Q4 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Sharkey, Howes & Javer reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 2,447 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $236K.
Sharkey, Howes & Javer first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and held it in 18 quarters.
Sharkey, Howes & Javer's iShares Russell Mid-Cap ETF position peaked at $236K in Q4 2025.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2026, filed 8 Apr 2026.