Warburton Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Warburton Capital Management’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	$250K	Hold	2,272	–	–	0.1%	59
2026 Q1	$229K	Hold	2,272	–	–	0.11%	60
2025 Q4	$218K	Hold	2,272	–	–	0.12%	53
2025 Q3	$219K	Hold	2,272	–	–	0.13%	54
2025 Q2	$215K	Buy	+2,272	New	+$196K	0.13%	52
2025 Q1	–	Sell	-2,272	Closed	-$200K	–	51
2024 Q4	$200K	Buy	+2,272	New	+$206K	0.15%	39

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Warburton Capital Management's IWR Position: Q2 2026 in Review

Warburton Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,272 shares worth $250K. The position accounts for 0.1% of the portfolio, ranked #59.

Warburton Capital Management first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Warburton Capital Management held 2,272 shares of iShares Russell Mid-Cap ETF worth $250K as of Q2 2026.
Warburton Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Warburton Capital Management's portfolio in Q2 2026, its #59 holding.
Warburton Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.