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Walsh & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Walsh & Associates’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 		$270K Buy
2,451
+100
+4% +$10.5K 0.22% 49
2026
Q1 		$229K Sell
2,351
-103
-4% -$10.3K 0.23% 47
2025
Q4 		$236K Buy
+2,454
New +$236K 0.23% 49

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

Walsh & Associates's IWR Position: Q2 2026 in Review

Walsh & Associates increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, buying an estimated $10.5K and bringing the position to 2,451 shares worth $270K. The position accounts for 0.22% of the portfolio, ranked #49.

Walsh & Associates first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,580 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Walsh & Associates held 2,451 shares of iShares Russell Mid-Cap ETF worth $270K as of Q2 2026.
  • Walsh & Associates bought 100 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
  • iShares Russell Mid-Cap ETF made up 0.22% of Walsh & Associates's portfolio in Q2 2026, its #49 holding.
  • Walsh & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.