Stephens Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stephens Inc’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	$40.8M	Sell	419,131 -6,021	-1%	-$601K	0.51%	42
2025 Q4	$40.9M	Sell	425,152 -634	-0.1%	-$61K	0.51%	36
2025 Q3	$41.1M	Buy	425,786 +11,994	+3%	+$1.14M	0.52%	34
2025 Q2	$38.1M	Buy	413,792 +12,173	+3%	+$1.05M	0.52%	34
2025 Q1	$34.2M	Sell	401,619 -59,370	-13%	-$5.3M	0.5%	41
2024 Q4	$40.8M	Buy	460,989 +6,727	+1%	+$611K	0.57%	35
2024 Q3	$40M	Buy	454,262 +18,957	+4%	+$1.6M	0.57%	35
2024 Q2	$35.3M	Buy	435,305 +11,285	+3%	+$919K	0.54%	38
2024 Q1	$35.7M	Buy	424,020 +12,139	+3%	+$962K	0.55%	35
2023 Q4	$32M	Buy	411,881 +13,723	+3%	+$975K	0.55%	37
2023 Q3	$27.6M	Buy	398,158 +9,428	+2%	+$688K	0.53%	42
2023 Q2	$28.4M	Buy	388,730 +12,370	+3%	+$860K	0.51%	42
2023 Q1	$26.3M	Sell	376,360 -1,756	-0.5%	-$124K	0.5%	43
2022 Q4	$25.5M	Buy	378,116 +1,522	+0.4%	+$103K	0.52%	43
2022 Q3	$23.4M	Sell	376,594 -975	-0.3%	-$67.1K	0.5%	45
2022 Q2	$24.4M	Sell	377,569 -8,737	-2%	-$622K	0.49%	44
2022 Q1	$30.1M	Sell	386,306 -34,691	-8%	-$2.67M	0.49%	43
2021 Q4	$34.9M	Sell	420,997 -18,694	-4%	-$1.53M	0.53%	40
2021 Q3	$34.4M	Sell	439,691 -61	-0%	-$4.89K	0.53%	35
2021 Q2	$34.8M	Buy	439,752 +1,673	+0.4%	+$130K	0.52%	32
2021 Q1	$32.4M	Buy	438,079 +74,905	+21%	+$5.41M	0.53%	33
2020 Q4	$24.9M	Sell	363,174 -52,041	-13%	-$3.31M	0.45%	46
2020 Q3	$23.8M	Sell	415,215 -7,966	-2%	-$453K	0.47%	43
2020 Q2	$22.7M	Sell	423,181 -58	-0%	-$2.91K	0.49%	38
2020 Q1	$18.3M	Sell	423,239 -221,230	-34%	-$12.2M	0.49%	38
2019 Q4	$38.4M	Sell	644,469 -24,454	-4%	-$1.4M	0.81%	16
2019 Q3	$37.4M	Buy	668,923 +34,283	+5%	+$1.92M	0.82%	15
2019 Q2	$35.5M	Sell	634,640 -1,754	-0.3%	-$96.2K	0.8%	15
2019 Q1	$34.3M	Buy	636,394 +8,289	+1%	+$429K	0.81%	13
2018 Q4	$29.2M	Sell	628,105 -8,119	-1%	-$410K	0.83%	17
2018 Q3	$35.1M	Sell	636,224 -55,152	-8%	-$3.02M	0.87%	13
2018 Q2	$36.7M	Buy	691,376 +280	+0%	+$14.7K	1.11%	10
2018 Q1	$35.7M	Buy	691,096 +3,764	+0.5%	+$198K	1.33%	8
2017 Q4	$35.8M	Sell	687,332 -22,304	-3%	-$1.13M	1.34%	9
2017 Q3	$35M	Buy	709,636 +11,644	+2%	+$562K	1.26%	10
2017 Q2	$33.5M	Buy	697,992 +292	+0%	+$13.8K	1.15%	9
2017 Q1	$32.6M	Buy	697,700 +34,720	+5%	+$1.61M	1.19%	10
2016 Q4	$29.6M	Buy	662,980 +2,740	+0.4%	+$120K	1.21%	8
2016 Q3	$28.8M	Sell	660,240 -97,764	-13%	-$4.24M	1.26%	8
2016 Q2	$31.9M	Buy	758,004 +7,712	+1%	+$318K	1.42%	8
2016 Q1	$30.6M	Sell	750,292 -1,612	-0.2%	-$61.3K	1.5%	8
2015 Q4	$30.1M	Sell	751,904 -3,684	-0.5%	-$150K	1.51%	7
2015 Q3	$29.4M	Sell	755,588 -7,900	-1%	-$327K	1.53%	7
2015 Q2	$32.5M	Buy	763,488 +16,580	+2%	+$721K	1.47%	8
2015 Q1	$32.3M	Buy	746,908 +3,332	+0.4%	+$142K	1.47%	7
2014 Q4	$31.1M	Sell	743,576 -3,692	-0.5%	-$150K	1.47%	7
2014 Q3	$29.6M	Buy	747,268 +14,720	+2%	+$593K	1.46%	7
2014 Q2	$29.8M	Buy	732,548 +12,872	+2%	+$502K	1.5%	7
2014 Q1	$27.8M	Buy	719,676 +47,740	+7%	+$1.81M	1.52%	7
2013 Q4	$25.2M	Sell	671,936 -2,320	-0.3%	-$83.8K	1.25%	11
2013 Q3	$23.4M	Sell	674,256 -27,460	-4%	-$938K	1.26%	12
2013 Q2	$22.8M	Buy	+701,716	New	+$22.7M	1.27%	13

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

Stephens Inc's IWR Position: Q1 2026 in Review

Stephens Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q1 2026, selling an estimated $601K and leaving 419,131 shares worth $40.8M. The position accounts for 0.51% of the portfolio, ranked #42.

Stephens Inc first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $41.1M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Stephens Inc held 419,131 shares of iShares Russell Mid-Cap ETF worth $40.8M as of Q1 2026.
Stephens Inc sold 6,021 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $601K.
iShares Russell Mid-Cap ETF made up 0.51% of Stephens Inc's portfolio in Q1 2026, its #42 holding.
Stephens Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Stephens Inc's iShares Russell Mid-Cap ETF position peaked at $41.1M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.