William Mack & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

William Mack & Associates’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	$547K	Sell	4,957 -139	-3%	-$14.6K	0.19%	48
2026 Q1	$495K	Buy	5,096 +13	+0.3%	+$1.3K	0.28%	39
2025 Q4	$489K	Sell	5,083 -297	-6%	-$28.6K	0.23%	43
2025 Q3	$519K	Buy	5,380 +16	+0.3%	+$1.52K	0.28%	41
2025 Q2	$493K	Buy	5,364 +15	+0.3%	+$1.3K	0.31%	42
2025 Q1	$455K	Buy	5,349 +15	+0.3%	+$1.34K	0.39%	38
2024 Q4	$472K	Buy	+5,334	New	+$484K	0.49%	34

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

William Mack & Associates's IWR Position: Q2 2026 in Review

William Mack & Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q2 2026, selling an estimated $14.6K and leaving 4,957 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #48.

William Mack & Associates first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

William Mack & Associates held 4,957 shares of iShares Russell Mid-Cap ETF worth $547K as of Q2 2026.
William Mack & Associates sold 139 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.6K.
iShares Russell Mid-Cap ETF made up 0.19% of William Mack & Associates's portfolio in Q2 2026, its #48 holding.
William Mack & Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.