Whitener Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Whitener Capital 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	$1.01M	Buy	9,199 +5,027	+120%	+$529K	0.21%	90
2026 Q1	$406K	Buy	+4,172	New	+$417K	0.09%	132
2019 Q4	–	Sell	-1,726	Closed	-$96K	–	278
2019 Q3	$96K	Sell	1,726 -938	-35%	-$52.4K	0.05%	172
2019 Q2	$148K	Buy	2,664 +40	+2%	+$2.19K	0.08%	144
2019 Q1	$141K	Buy	2,624 +60	+2%	+$3.11K	0.09%	136
2018 Q4	$119K	Hold	2,564	–	–	0.09%	142
2018 Q3	$141K	Buy	+2,564	New	+$141K	0.09%	143
2018 Q2	–	Sell	-2,564	Closed	-$132K	–	256
2018 Q1	$132K	Hold	2,564	–	–	0.1%	139
2017 Q4	$133K	Buy	+2,564	New	+$130K	0.11%	131

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

Whitener Capital Management's IWR Position: Q2 2026 in Review

Whitener Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 120% in Q2 2026, buying an estimated $529K and bringing the position to 9,199 shares worth $1.01M. The position accounts for 0.21% of the portfolio, ranked #90.

Whitener Capital Management first reported a position in IWR in Q4 2017 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Whitener Capital Management held 9,199 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q2 2026.
Whitener Capital Management bought 5,027 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $529K.
iShares Russell Mid-Cap ETF made up 0.21% of Whitener Capital Management's portfolio in Q2 2026, its #90 holding.
Whitener Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.