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StoneX Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

StoneX Group’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 		$12M Buy
108,659
+640
+0.6% +$67.3K 0.48% 32
2026
Q1 		$10.5M Buy
108,019
+4,924
+5% +$492K 0.57% 26
2025
Q4 		$9.93M Buy
103,095
+8,653
+9% +$832K 0.43% 37
2025
Q3 		$9.12M Sell
94,442
-1,607
-2% -$152K 0.4% 45
2025
Q2 		$8.83M Buy
96,049
+7,821
+9% +$676K 0.43% 39
2025
Q1 		$7.51M Buy
88,228
+7,245
+9% +$646K 0.41% 44
2024
Q4 		$7.16M Sell
80,983
-284,950
-78% -$25.9M 0.39% 48
2024
Q3 		$32.3M Sell
365,933
-52,541
-13% -$4.43M 2.35% 5
2024
Q2 		$33.9M Buy
418,474
+22,023
+6% +$1.79M 2.71% 5
2024
Q1 		$33.3M Buy
396,451
+28,217
+8% +$2.24M 2.99% 4
2023
Q4 		$28.6M Buy
368,234
+31,188
+9% +$2.22M 2.84% 4
2023
Q3 		$23.4M Buy
337,046
+38,961
+13% +$2.84M 2.54% 4
2023
Q2 		$21.8M Buy
298,085
+12,491
+4% +$869K 2.26% 5
2023
Q1 		$20M Buy
285,594
+10,995
+4% +$776K 2.18% 6
2022
Q4 		$18.5M Buy
274,599
+181,837
+196% +$12.3M 2.2% 6
2022
Q3 		$5.77M Buy
92,762
+88,669
+2,166% +$6.1M 0.79% 25
2022
Q2 		$265K Buy
4,093
+142
+4% +$10.1K 0.03% 451
2022
Q1 		$308K Buy
3,951
+11
+0.3% +$847 0.02% 467
2021
Q4 		$327K Sell
3,940
-190
-5% -$15.6K 0.04% 384
2021
Q3 		$323K Buy
4,130
+136
+3% +$10.9K 0.05% 343
2021
Q2 		$317K Buy
3,994
+8
+0.2% +$621 0.05% 343
2021
Q1 		$295K Buy
3,986
+177
+5% +$12.8K 0.05% 305
2020
Q4 		$261K Buy
3,809
+5
+0.1% +$318 0.06% 294
2020
Q3 		$218K Buy
+3,804
New +$217K 0.07% 287
2020
Q1 		– Sell
-3,607
Closed -$215K – 284
2019
Q4 		$215K Buy
3,607
+6
+0.2% +$344 0.09% 278
2019
Q3 		$202K Buy
+3,601
New +$201K 0.13% 244

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

StoneX Group's IWR Position: Q2 2026 in Review

StoneX Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.59% in Q2 2026, buying an estimated $67.3K and bringing the position to 108,659 shares worth $12M. The position accounts for 0.48% of the portfolio, ranked #32.

StoneX Group first reported a position in IWR in Q3 2019 and has held it in 26 quarters since. The position peaked at $33.9M in Q2 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • StoneX Group held 108,659 shares of iShares Russell Mid-Cap ETF worth $12M as of Q2 2026.
  • StoneX Group bought 640 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $67.3K.
  • iShares Russell Mid-Cap ETF made up 0.48% of StoneX Group's portfolio in Q2 2026, its #32 holding.
  • StoneX Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 26 quarters since.
  • StoneX Group's iShares Russell Mid-Cap ETF position peaked at $33.9M in Q2 2024.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.