Westside Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Westside Investment 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	$22.1K	Hold	200	–	–	﹤0.01%	891
2026 Q1	$19.4K	Hold	200	–	–	﹤0.01%	908
2025 Q4	$19.3K	Hold	200	–	–	﹤0.01%	889
2025 Q3	$19.3K	Hold	200	–	–	﹤0.01%	894
2025 Q2	$18.4K	Hold	200	–	–	﹤0.01%	708
2025 Q1	$17K	Hold	200	–	–	﹤0.01%	598
2024 Q4	$17.7K	Hold	200	–	–	﹤0.01%	592
2024 Q3	$17.6K	Sell	200 -28	-12%	-$2.36K	﹤0.01%	599
2024 Q2	$18.5K	Hold	228	–	–	﹤0.01%	565
2024 Q1	$19.2K	Hold	228	–	–	﹤0.01%	525
2023 Q4	$17.7K	Hold	228	–	–	﹤0.01%	510
2023 Q3	$15.8K	Hold	228	–	–	﹤0.01%	515
2023 Q2	$16.7K	Hold	228	–	–	﹤0.01%	511
2023 Q1	$15.9K	Hold	228	–	–	﹤0.01%	516
2022 Q4	$15	Hold	228	–	–	﹤0.01%	555
2022 Q3	$14	Hold	228	–	–	﹤0.01%	550
2022 Q2	$14	Hold	228	–	–	﹤0.01%	549
2022 Q1	$17	Hold	228	–	–	﹤0.01%	542
2021 Q4	$18	Hold	228	–	–	﹤0.01%	518
2021 Q3	$17	Hold	228	–	–	﹤0.01%	509
2021 Q2	$18	Hold	228	–	–	﹤0.01%	491
2021 Q1	$16	Hold	228	–	–	﹤0.01%	492
2020 Q4	$15	Hold	228	–	–	﹤0.01%	460
2020 Q3	$13	Hold	228	–	–	﹤0.01%	470
2020 Q2	$12	Hold	228	–	–	﹤0.01%	459
2020 Q1	$9	Buy	+228	New	+$12.5K	﹤0.01%	480
2019 Q2	$12K	Buy	+228	New	+$12.5K	﹤0.01%	440
2018 Q4	$9.3K	Buy	+200	New	+$10.1K	﹤0.01%	483

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

Westside Investment Management's IWR Position: Q2 2026 in Review

Westside Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 200 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Westside Investment Management first reported a position in IWR in Q4 2018 and has held it in 28 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Westside Investment Management held 200 shares of iShares Russell Mid-Cap ETF worth $22.1K as of Q2 2026.
Westside Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #891 holding.
Westside Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.