Shepherd Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Shepherd Financial Partners’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	$764K	Sell	7,855 -24	-0.3%	-$2.4K	0.07%	129
2025 Q4	$759K	Sell	7,879 -347	-4%	-$33.4K	0.07%	130
2025 Q3	$794K	Hold	8,226	–	–	0.08%	122
2025 Q2	$757K	Sell	8,226 -70	-0.8%	-$6.05K	0.08%	126
2025 Q1	$706K	Sell	8,296 -44	-0.5%	-$3.92K	0.08%	132
2024 Q4	$737K	Buy	8,340 +1,155	+16%	+$105K	0.09%	116
2024 Q3	$633K	Sell	7,185 -352	-5%	-$29.7K	0.08%	130
2024 Q2	$611K	Sell	7,537 -313	-4%	-$25.5K	0.08%	133
2024 Q1	$660K	Sell	7,850 -584	-7%	-$46.3K	0.09%	128
2023 Q4	$656K	Sell	8,434 -27	-0.3%	-$1.92K	0.09%	123
2023 Q3	$586K	Buy	8,461 +1,089	+15%	+$79.4K	0.09%	119
2023 Q2	$538K	Sell	7,372 -654	-8%	-$45.5K	0.08%	125
2023 Q1	$561K	Sell	8,026 -1,243	-13%	-$87.8K	0.09%	117
2022 Q4	$625K	Sell	9,269 -24,094	-72%	-$1.62M	0.11%	104
2022 Q3	$2.07M	Sell	33,363 -189,995	-85%	-$13.1M	0.4%	47
2022 Q2	$14.4M	Buy	223,358 +218,358	+4,367%	+$15.5M	2.81%	7
2022 Q1	$390K	Buy	+5,000	New	+$385K	0.07%	124

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

Shepherd Financial Partners's IWR Position: Q1 2026 in Review

Shepherd Financial Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.3% in Q1 2026, selling an estimated $2.4K and leaving 7,855 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #129.

Shepherd Financial Partners first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $14.4M in Q2 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Shepherd Financial Partners held 7,855 shares of iShares Russell Mid-Cap ETF worth $764K as of Q1 2026.
Shepherd Financial Partners sold 24 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.4K.
iShares Russell Mid-Cap ETF made up 0.07% of Shepherd Financial Partners's portfolio in Q1 2026, its #129 holding.
Shepherd Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Shepherd Financial Partners's iShares Russell Mid-Cap ETF position peaked at $14.4M in Q2 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.