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 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 $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

Stokes Family Office's IWR Position: Q1 2026 in Review

Stokes Family Office held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,208 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #263.

Stokes Family Office first reported a position in IWR in Q3 2022 and has held it in 7 quarters since. The position peaked at $270K in Q1 2023. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Stokes Family Office held 2,208 shares of iShares Russell Mid-Cap ETF worth $215K as of Q1 2026.
Stokes Family Office left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Stokes Family Office's portfolio in Q1 2026, its #263 holding.
Stokes Family Office first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 7 quarters since.
Stokes Family Office's iShares Russell Mid-Cap ETF position peaked at $270K in Q1 2023.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.