Wells Fargo’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wells Fargo’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
2023 Q2	–	Sell	-400	Closed	-$28K	–	7636
2023 Q1	$28K	Buy	+400	New	+$28.2K	﹤0.01%	5487
2017 Q4	–	Sell	-20	Closed	-$1K	–	6440
2017 Q3	$1K	Buy	+20	New	+$965	﹤0.01%	6227
2017 Q1	–	Sell	-560	Closed	-$2K	–	6393
2016 Q4	$2K	Buy	560 +32	+6%	+$1.4K	﹤0.01%	6093
2016 Q3	$29K	Buy	+528	New	+$22.9K	﹤0.01%	5498
2013 Q3	–	Sell	-5,200	Closed	-$3K	–	5745
2013 Q2	$3K	Buy	+5,200	New	+$169K	﹤0.01%	5312

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo's IWR Position: Q1 2026 in Review

Wells Fargo increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q1 2026, buying an estimated $114M and bringing the position to 42,826,207 shares worth $4.16B. The position accounts for 0.79% of the portfolio, ranked #17.

Wells Fargo first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Wells Fargo held 42,826,207 shares of iShares Russell Mid-Cap ETF worth $4.16B as of Q1 2026.
Wells Fargo bought 1,140,119 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $114M.
iShares Russell Mid-Cap ETF made up 0.79% of Wells Fargo's portfolio in Q1 2026, its #17 holding.
Wells Fargo first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.