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Wellington-Altus USA’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wellington-Altus USA’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 		$8.46K Buy
+87
New +$9.15K 0.01% 584
2026
Q1 		– Sell
-72
Closed -$6.93K – 726
2025
Q4 		$6.93K Buy
+72
New +$6.92K 0.01% 603

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

Wellington-Altus USA's IWR Position: Q2 2026 in Review

Wellington-Altus USA opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 87 shares worth $8.46K. The stake represents 0.01% of the portfolio and ranks #584 among its holdings. This is a return to the name: Wellington-Altus USA previously reported a position in IWR as recently as Q4 2025.

Wellington-Altus USA first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wellington-Altus USA held 87 shares of iShares Russell Mid-Cap ETF worth $8.46K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Wellington-Altus USA position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of Wellington-Altus USA's portfolio in Q2 2026, its #584 holding.
  • Wellington-Altus USA first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.