SB
IWR icon

Strategic Blueprint’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic Blueprint’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 		$1.24M Sell
12,718
-58
-0.5% -$5.79K 0.07% 249
2025
Q4 		$1.23M Buy
12,776
+96
+0.8% +$9.23K 0.07% 246
2025
Q3 		$1.22M Buy
12,680
+9,763
+335% +$925K 0.05% 302
2025
Q2 		$268K Buy
2,917
+399
+16% +$34.5K 0.01% 586
2025
Q1 		$214K Sell
2,518
-40
-2% -$3.57K 0.01% 630
2024
Q4 		$226K Sell
2,558
-585
-19% -$53.1K 0.01% 600
2024
Q3 		$277K Hold
3,143
– – 0.02% 529
2024
Q2 		$255K Hold
3,143
– – 0.02% 530
2024
Q1 		$264K Buy
3,143
+509
+19% +$40.3K 0.02% 519
2023
Q4 		$205K Sell
2,634
-825
-24% -$58.6K 0.02% 538
2023
Q3 		$240K Sell
3,459
-423
-11% -$30.9K 0.02% 474
2023
Q2 		$284K Sell
3,882
-250
-6% -$17.4K 0.03% 438
2023
Q1 		$289K Sell
4,132
-48
-1% -$3.39K 0.03% 417
2022
Q4 		$282K Sell
4,180
-84
-2% -$5.66K 0.03% 412
2022
Q3 		$265K Sell
4,264
-221
-5% -$15.2K 0.03% 405
2022
Q2 		$290K Sell
4,485
-35
-0.8% -$2.49K 0.04% 382
2022
Q1 		$353K Sell
4,520
-2,523
-36% -$194K 0.04% 351
2021
Q4 		$585K Buy
7,043
+529
+8% +$43.4K 0.07% 248
2021
Q3 		$510K Buy
6,514
+3,208
+97% +$257K 0.08% 234
2021
Q2 		$262K Sell
3,306
-72
-2% -$5.58K 0.04% 327
2021
Q1 		$250K Hold
3,378
– – 0.05% 263
2020
Q4 		$232K Buy
+3,378
New +$215K 0.06% 220
2019
Q4 		– Sell
-3,012
Closed -$169K – 266
2019
Q3 		$169K Buy
+3,012
New +$168K 0.13% 76

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Blueprint's IWR Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q1 2026, selling an estimated $5.79K and leaving 12,718 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #249.

Strategic Blueprint first reported a position in IWR in Q3 2019 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Strategic Blueprint held 12,718 shares of iShares Russell Mid-Cap ETF worth $1.24M as of Q1 2026.
  • Strategic Blueprint sold 58 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.79K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Strategic Blueprint's portfolio in Q1 2026, its #249 holding.
  • Strategic Blueprint first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 23 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.