Wedgewood Investors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wedgewood Investors’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	$328K	Hold	3,370	–	–	0.38%	66
2025 Q4	$324K	Hold	3,370	–	–	0.37%	65
2025 Q3	$325K	Sell	3,370 -115	-3%	-$10.9K	0.36%	66
2025 Q2	$321K	Sell	3,485 -195	-5%	-$16.8K	0.37%	64
2025 Q1	$313K	Sell	3,680 -160	-4%	-$14.3K	0.37%	68
2024 Q4	$339K	Sell	3,840 -165	-4%	-$15K	0.4%	65
2024 Q3	$353K	Sell	4,005 -309	-7%	-$26K	0.39%	68
2024 Q2	$350K	Buy	+4,314	New	+$351K	0.42%	65
2023 Q4	$455K	Hold	5,854	–	–	0.57%	52
2023 Q3	$405K	Sell	5,854 -100	-2%	-$7.29K	0.55%	56
2023 Q2	$435K	Sell	5,954 -132	-2%	-$9.18K	0.56%	57
2023 Q1	$426K	Hold	6,086	–	–	0.56%	56
2022 Q4	$411K	Hold	6,086	–	–	0.54%	56
2022 Q3	$378K	Sell	6,086 -100	-2%	-$6.88K	0.58%	49
2022 Q2	$400K	Sell	6,186 -210	-3%	-$14.9K	0.57%	53
2022 Q1	$499K	Hold	6,396	–	–	0.6%	52
2021 Q4	$531K	Hold	6,396	–	–	0.63%	47
2021 Q3	$500K	Hold	6,396	–	–	0.65%	48
2021 Q2	$507K	Hold	6,396	–	–	0.64%	49
2021 Q1	$473K	Hold	6,396	–	–	0.59%	51
2020 Q4	$438K	Sell	6,396 -60	-0.9%	-$3.82K	0.57%	51
2020 Q3	$370K	Hold	6,456	–	–	0.55%	53
2020 Q2	$346K	Hold	6,456	–	–	0.56%	51
2020 Q1	$279K	Hold	6,456	–	–	0.54%	54
2019 Q4	$385K	Hold	6,456	–	–	0.55%	57
2019 Q3	$361K	Hold	6,456	–	–	0.54%	55
2019 Q2	$361K	Hold	6,456	–	–	0.52%	55
2019 Q1	$348K	Sell	6,456 -60	-0.9%	-$3.11K	0.54%	56
2018 Q4	$303K	Hold	6,516	–	–	0.55%	59
2018 Q3	$359K	Hold	6,516	–	–	0.57%	58
2018 Q2	$346K	Hold	6,516	–	–	0.59%	56
2018 Q1	$336K	Hold	6,516	–	–	0.29%	76
2017 Q4	$339K	Hold	6,516	–	–	0.28%	81
2017 Q3	$321K	Hold	6,516	–	–	0.27%	84
2017 Q2	$313K	Hold	6,516	–	–	0.27%	87
2017 Q1	$305K	Hold	6,516	–	–	0.27%	85
2016 Q4	$291K	Hold	6,516	–	–	0.27%	85
2016 Q3	$284K	Sell	6,516 -504	-7%	-$21.8K	0.27%	84
2016 Q2	$295K	Hold	7,020	–	–	0.28%	84
2016 Q1	$286K	Hold	7,020	–	–	0.29%	80
2015 Q4	$281K	Hold	7,020	–	–	0.28%	82
2015 Q3	$273K	Hold	7,020	–	–	0.28%	84
2015 Q2	$299K	Hold	7,020	–	–	0.29%	84
2015 Q1	$304K	Hold	7,020	–	–	0.3%	85
2014 Q4	$293K	Buy	+7,020	New	+$285K	0.29%	83

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wedgewood Investors's IWR Position: Q1 2026 in Review

Wedgewood Investors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,370 shares worth $328K. The position accounts for 0.38% of the portfolio, ranked #66.

Wedgewood Investors first reported a position in IWR in Q4 2014 and has held it in 45 quarters since. The position peaked at $531K in Q4 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Wedgewood Investors held 3,370 shares of iShares Russell Mid-Cap ETF worth $328K as of Q1 2026.
Wedgewood Investors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.38% of Wedgewood Investors's portfolio in Q1 2026, its #66 holding.
Wedgewood Investors first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 45 quarters since.
Wedgewood Investors's iShares Russell Mid-Cap ETF position peaked at $531K in Q4 2021.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Wedgewood Investors's 13F filing for Q1 2026, filed 5 May 2026.