Stonebrook Private’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stonebrook Private’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	$520K	Hold	4,712	–	–	0.09%	137
2026 Q1	$458K	Hold	4,712	–	–	0.1%	129
2025 Q4	$454K	Hold	4,712	–	–	0.1%	130
2025 Q3	$455K	Hold	4,712	–	–	0.1%	137
2025 Q2	$433K	Hold	4,712	–	–	0.1%	136
2025 Q1	$401K	Buy	+4,712	New	+$420K	0.1%	133

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

Stonebrook Private's IWR Position: Q2 2026 in Review

Stonebrook Private held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,712 shares worth $520K. The position accounts for 0.09% of the portfolio, ranked #137.

Stonebrook Private first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Stonebrook Private held 4,712 shares of iShares Russell Mid-Cap ETF worth $520K as of Q2 2026.
Stonebrook Private left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Stonebrook Private's portfolio in Q2 2026, its #137 holding.
Stonebrook Private first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stonebrook Private's 13F filing for Q2 2026, filed 14 Aug 2026.