Stokes Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stokes Family Office’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	$244K	Hold	2,208	–	–	0.03%	250
2026 Q1	$215K	Hold	2,208	–	–	0.02%	263
2025 Q4	$213K	Sell	2,208 -16	-0.7%	-$1.54K	0.02%	286
2025 Q3	$215K	Buy	2,224 +16	+0.7%	+$1.52K	0.02%	249
2025 Q2	$203K	Buy	+2,208	New	+$191K	0.02%	227
2023 Q4	–	Sell	-3,601	Closed	-$249K	–	276
2023 Q3	$249K	Buy	+3,601	New	+$263K	0.03%	268
2023 Q2	–	Sell	-3,855	Closed	-$270K	–	333
2023 Q1	$270K	Buy	+3,855	New	+$272K	0.03%	240
2022 Q4	–	Sell	-3,839	Closed	-$239K	–	284
2022 Q3	$239K	Buy	+3,839	New	+$264K	0.03%	234

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

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

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

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

Stokes Family Office's IWR Position: Q2 2026 in Review

Stokes Family Office held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,208 shares worth $244K. The position accounts for 0.03% of the portfolio, ranked #250.

Stokes Family Office first reported a position in IWR in Q3 2022 and has held it in 8 quarters since. The position peaked at $270K in Q1 2023. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Stokes Family Office held 2,208 shares of iShares Russell Mid-Cap ETF worth $244K as of Q2 2026.
Stokes Family Office left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #250 holding.
Stokes Family Office first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 8 quarters since.
Stokes Family Office's iShares Russell Mid-Cap ETF position peaked at $270K in Q1 2023.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.