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Stegner Investment Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stegner Investment Associates’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 		$45M Sell
407,479
-12,900
-3% -$1.36M 21.37% 2
2026
Q1 		$40.9M Sell
420,379
-22,583
-5% -$2.26M 22.39% 2
2025
Q4 		$42.6M Buy
442,962
+40,994
+10% +$3.94M 22.66% 2
2025
Q3 		$38.8M Buy
401,968
+45,325
+13% +$4.3M 21.28% 2
2025
Q2 		$32.8M Buy
356,643
+26,029
+8% +$2.25M 20.1% 2
2025
Q1 		$28.1M Buy
330,614
+9,668
+3% +$862K 19.66% 2
2024
Q4 		$28.4M Sell
320,946
-14,274
-4% -$1.3M 18.78% 2
2024
Q3 		$29.5M Sell
335,220
-6,295
-2% -$530K 20.08% 2
2024
Q2 		$27.7M Sell
341,515
-5,778
-2% -$470K 19.92% 2
2024
Q1 		$29.2M Sell
347,293
-3,263
-0.9% -$259K 21.39% 2
2023
Q4 		$27.2M Sell
350,556
-8,665
-2% -$616K 21.6% 2
2023
Q3 		$24.9M Buy
359,221
+1,872
+0.5% +$137K 21.49% 2
2023
Q2 		$26.1M Buy
357,349
+1,827
+0.5% +$127K 21.45% 2
2023
Q1 		$24.8M Sell
355,522
-11,188
-3% -$790K 21.77% 2
2022
Q4 		$24.7M Sell
366,710
-8,154
-2% -$550K 22.69% 2
2022
Q3 		$23.9M Buy
374,864
+12,193
+3% +$839K 22.95% 2
2022
Q2 		$23.4M Buy
362,671
+9,726
+3% +$692K 22.53% 2
2022
Q1 		$27.5M Buy
352,945
+11,322
+3% +$871K 21.71% 2
2021
Q4 		$28.4M Buy
341,623
+4,864
+1% +$399K 20.19% 2
2021
Q3 		$26.3M Buy
336,759
+4,683
+1% +$375K 19.92% 2
2021
Q2 		$26.3M Sell
332,076
-6,306
-2% -$489K 19.78% 2
2021
Q1 		$25M Sell
338,382
-640
-0.2% -$46.3K 20.28% 2
2020
Q4 		$23.2M Sell
339,022
-1,302
-0.4% -$82.9K 19.7% 2
2020
Q3 		$19.5M Buy
+340,324
New +$19.4M 19.15% 2

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stegner Investment Associates's IWR Position: Q2 2026 in Review

Stegner Investment Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $1.36M and leaving 407,479 shares worth $45M. The position accounts for 21.37% of the portfolio, ranked #2.

Stegner Investment Associates first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. 1,580 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Stegner Investment Associates held 407,479 shares of iShares Russell Mid-Cap ETF worth $45M as of Q2 2026.
  • Stegner Investment Associates sold 12,900 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.36M.
  • iShares Russell Mid-Cap ETF made up 21.37% of Stegner Investment Associates's portfolio in Q2 2026, its #2 holding.
  • Stegner Investment Associates first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stegner Investment Associates's 13F filing for Q2 2026, filed 24 Jul 2026.