Stevens Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stevens Capital 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	$517K	Buy	5,319 +13	+0.2%	+$1.3K	0.12%	84
2025 Q4	$511K	Buy	5,306 +2	+0%	+$192	0.13%	76
2025 Q3	$512K	Sell	5,304 -221	-4%	-$20.9K	0.15%	67
2025 Q2	$515K	Buy	5,525 +419	+8%	+$36.2K	0.18%	57
2025 Q1	$434K	Sell	5,106 -1,838	-26%	-$164K	0.2%	45
2024 Q4	$614K	Sell	6,944 -100	-1%	-$9.08K	0.28%	44
2024 Q3	$621K	Sell	7,044 -25	-0.4%	-$2.11K	0.3%	40
2024 Q2	$573K	Buy	7,069 +12	+0.2%	+$977	0.3%	39
2024 Q1	$593K	Sell	7,057 -137	-2%	-$10.9K	0.35%	36
2023 Q4	$559K	Sell	7,194 -461	-6%	-$32.8K	0.39%	34
2023 Q3	$530K	Buy	7,655 +537	+8%	+$39.2K	0.43%	32
2023 Q2	$520K	Buy	7,118 +83	+1%	+$5.77K	0.4%	33
2023 Q1	$492K	Buy	7,035 +250	+4%	+$17.7K	0.41%	35
2022 Q4	$458K	Buy	+6,785	New	+$458K	0.4%	38

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

Stevens Capital Partners's IWR Position: Q1 2026 in Review

Stevens Capital Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.25% in Q1 2026, buying an estimated $1.3K and bringing the position to 5,319 shares worth $517K. The position accounts for 0.12% of the portfolio, ranked #84.

Stevens Capital Partners first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $621K in Q3 2024. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Stevens Capital Partners held 5,319 shares of iShares Russell Mid-Cap ETF worth $517K as of Q1 2026.
Stevens Capital Partners bought 13 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.3K.
iShares Russell Mid-Cap ETF made up 0.12% of Stevens Capital Partners's portfolio in Q1 2026, its #84 holding.
Stevens Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Stevens Capital Partners's iShares Russell Mid-Cap ETF position peaked at $621K in Q3 2024.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.