Weil Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Weil Company’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	$556K	Hold	5,036	–	–	0.1%	85
2026 Q1	$490K	Hold	5,036	–	–	0.11%	83
2025 Q4	$485K	Hold	5,036	–	–	0.11%	82
2025 Q3	$486K	Hold	5,036	–	–	0.12%	79
2025 Q2	$463K	Hold	5,036	–	–	0.12%	80
2025 Q1	$428K	Hold	5,036	–	–	0.13%	77
2024 Q4	$445K	Hold	5,036	–	–	0.15%	78
2024 Q3	$444K	Hold	5,036	–	–	0.15%	98
2024 Q2	$408K	Hold	5,036	–	–	0.15%	101
2024 Q1	$423K	Hold	5,036	–	–	0.17%	100
2023 Q4	$391K	Hold	5,036	–	–	0.17%	95
2023 Q3	$349K	Hold	5,036	–	–	0.17%	99
2023 Q2	$368K	Hold	5,036	–	–	0.16%	108
2023 Q1	$352K	Hold	5,036	–	–	0.16%	101
2022 Q4	$340K	Hold	5,036	–	–	0.15%	98
2022 Q3	$313K	Hold	5,036	–	–	0.19%	92
2022 Q2	$326K	Hold	5,036	–	–	0.18%	94
2022 Q1	$393K	Hold	5,036	–	–	0.2%	92
2021 Q4	$418K	Hold	5,036	–	–	0.2%	88
2021 Q3	$394K	Hold	5,036	–	–	0.21%	92
2021 Q2	$399K	Hold	5,036	–	–	0.2%	99
2021 Q1	$372K	Hold	5,036	–	–	0.21%	95
2020 Q4	$345K	Hold	5,036	–	–	0.21%	93
2020 Q3	$289K	Hold	5,036	–	–	0.21%	83
2020 Q2	$270K	Hold	5,036	–	–	0.23%	80
2020 Q1	$217K	Hold	5,036	–	–	0.2%	76
2019 Q4	$300K	Buy	+5,036	New	+$289K	0.23%	82

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

Weil Company's IWR Position: Q2 2026 in Review

Weil Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,036 shares worth $556K. The position accounts for 0.1% of the portfolio, ranked #85.

Weil Company first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Weil Company held 5,036 shares of iShares Russell Mid-Cap ETF worth $556K as of Q2 2026.
Weil Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Weil Company's portfolio in Q2 2026, its #85 holding.
Weil Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Weil Company's 13F filing for Q2 2026, filed 5 Aug 2026.