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

Waldron Private 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	$1.02M	Sell	9,213 -845	-8%	-$88.9K	0.04%	150
2026 Q1	$978K	Sell	10,058 -544	-5%	-$54.3K	0.04%	145
2025 Q4	$1.02M	Sell	10,602 -206	-2%	-$19.8K	0.04%	141
2025 Q3	$1.04M	Sell	10,808 -109	-1%	-$10.3K	0.04%	141
2025 Q2	$1M	Hold	10,917	–	–	0.04%	133
2025 Q1	$929K	Sell	10,917 -33	-0.3%	-$2.94K	0.04%	138
2024 Q4	$968K	Sell	10,950 -422	-4%	-$38.3K	0.04%	174
2024 Q3	$1M	Buy	11,372 +6,368	+127%	+$537K	0.04%	162
2024 Q2	$406K	Sell	5,004 -2,160	-30%	-$176K	0.02%	263
2024 Q1	$602K	Hold	7,164	–	–	0.03%	211
2023 Q4	$557K	Hold	7,164	–	–	0.03%	219
2023 Q3	$498K	Hold	7,164	–	–	0.03%	230
2023 Q2	$523K	Hold	7,164	–	–	0.03%	220
2023 Q1	$501K	Hold	7,164	–	–	0.02%	250
2022 Q4	$445K	Hold	7,164	–	–	0.03%	252
2022 Q3	$445K	Hold	7,164	–	–	0.03%	252
2022 Q2	$463K	Hold	7,164	–	–	0.03%	252
2022 Q1	$559K	Hold	7,164	–	–	0.03%	240
2021 Q4	$594K	Hold	7,164	–	–	0.03%	241
2021 Q3	$560K	Sell	7,164 -54	-0.7%	-$4.33K	0.03%	215
2021 Q2	$571K	Hold	7,218	–	–	0.04%	190
2021 Q1	$533K	Buy	7,218 +4	+0.1%	+$289	0.04%	191
2020 Q4	$494K	Buy	7,214 +50	+0.7%	+$3.19K	0.04%	181
2020 Q3	$411K	Hold	7,164	–	–	0.04%	180
2020 Q2	$383K	Hold	7,164	–	–	0.03%	178
2020 Q1	$309K	Hold	7,164	–	–	0.03%	184
2019 Q4	$427K	Buy	+7,164	New	+$411K	0.04%	175

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

Waldron Private Wealth's IWR Position: Q2 2026 in Review

Waldron Private Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.4% in Q2 2026, selling an estimated $88.9K and leaving 9,213 shares worth $1.02M. The position accounts for 0.04% of the portfolio, ranked #150.

Waldron Private Wealth first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.04M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Waldron Private Wealth held 9,213 shares of iShares Russell Mid-Cap ETF worth $1.02M as of Q2 2026.
Waldron Private Wealth sold 845 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $88.9K.
iShares Russell Mid-Cap ETF made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #150 holding.
Waldron Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Waldron Private Wealth's iShares Russell Mid-Cap ETF position peaked at $1.04M in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.