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SVB Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SVB Wealth’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 		$2.53M Sell
22,894
-111
-0.5% -$11.7K 0.16% 123
2026
Q1 		$2.24M Sell
23,005
-919
-4% -$91.8K 0.15% 128
2025
Q4 		$2.3M Buy
23,924
+1,547
+7% +$149K 0.14% 135
2025
Q3 		$2.16M Buy
+22,377
New +$2.12M 0.12% 146
2025
Q1 		– Sell
-13,220
Closed -$1.17M – 1644
2024
Q4 		$1.17M Buy
+13,220
New +$1.2M 0.02% 290
2024
Q3 		– Sell
-12,539
Closed -$1.02M – 321
2024
Q2 		$1.02M Hold
12,539
– – 0.03% 318
2024
Q1 		$1.05M Buy
12,539
+1,619
+15% +$128K 0.02% 337
2023
Q4 		$849K Sell
10,920
-204
-2% -$14.5K 0.02% 364
2023
Q3 		$770K Sell
11,124
-268
-2% -$19.6K 0.02% 358
2023
Q2 		$832K Sell
11,392
-17,359
-60% -$1.21M 0.02% 369
2023
Q1 		$2.01M Sell
28,751
-2,903
-9% -$205K 0.03% 267
2022
Q4 		$2.14M Buy
31,654
+12,698
+67% +$856K 0.03% 259
2022
Q3 		$1.18M Buy
18,956
+2,421
+15% +$167K 0.02% 339
2022
Q2 		$1.07M Buy
16,535
+4,845
+41% +$345K 0.02% 314
2022
Q1 		$912K Buy
11,690
+2,008
+21% +$155K 0.01% 338
2021
Q4 		$803K Sell
9,682
-2,431
-20% -$200K 0.01% 347
2021
Q3 		$947K Hold
12,113
– – 0.01% 408
2021
Q2 		$959K Hold
12,113
– – 0.01% 395
2021
Q1 		$895K Sell
12,113
-600
-5% -$43.4K 0.01% 371
2020
Q4 		$871K Hold
12,713
– – 0.01% 351
2020
Q3 		$730K Buy
12,713
+3,001
+31% +$171K 0.01% 345
2020
Q2 		$520K Buy
9,712
+8,906
+1,105% +$446K 0.01% 357
2020
Q1 		$34K Sell
806
-11,546
-93% -$635K ﹤0.01% 521
2019
Q4 		$736K Buy
12,352
+459
+4% +$26.4K 0.01% 354
2019
Q3 		$665K Sell
11,893
-274
-2% -$15.3K 0.01% 329
2019
Q2 		$680K Buy
+12,167
New +$668K 0.02% 343

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

SVB Wealth's IWR Position: Q2 2026 in Review

SVB Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.48% in Q2 2026, selling an estimated $11.7K and leaving 22,894 shares worth $2.53M. The position accounts for 0.16% of the portfolio, ranked #123.

SVB Wealth first reported a position in IWR in Q2 2019 and has held it in 26 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • SVB Wealth held 22,894 shares of iShares Russell Mid-Cap ETF worth $2.53M as of Q2 2026.
  • SVB Wealth sold 111 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.7K.
  • iShares Russell Mid-Cap ETF made up 0.16% of SVB Wealth's portfolio in Q2 2026, its #123 holding.
  • SVB Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 26 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SVB Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.