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

Winthrop 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	$342K	Sell	3,098 -302	-9%	-$31.8K	0.08%	101
2026 Q1	$331K	Sell	3,400 -42	-1%	-$4.2K	0.09%	103
2025 Q4	$331K	Sell	3,442 -274	-7%	-$26.3K	0.08%	107
2025 Q3	$359K	Hold	3,716	–	–	0.09%	101
2025 Q2	$342K	Hold	3,716	–	–	0.09%	107
2025 Q1	$316K	Hold	3,716	–	–	0.09%	107
2024 Q4	$329K	Buy	+3,716	New	+$337K	0.09%	111
2024 Q1	–	Sell	-3,776	Closed	-$294K	–	224
2023 Q4	$294K	Buy	+3,776	New	+$268K	0.1%	108

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

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

Winthrop Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.9% in Q2 2026, selling an estimated $31.8K and leaving 3,098 shares worth $342K. The position accounts for 0.08% of the portfolio, ranked #101.

Winthrop Capital Management first reported a position in IWR in Q4 2023 and has held it in 8 quarters since. The position peaked at $359K in Q3 2025. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Winthrop Capital Management held 3,098 shares of iShares Russell Mid-Cap ETF worth $342K as of Q2 2026.
Winthrop Capital Management sold 302 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $31.8K.
iShares Russell Mid-Cap ETF made up 0.08% of Winthrop Capital Management's portfolio in Q2 2026, its #101 holding.
Winthrop Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Winthrop Capital Management's iShares Russell Mid-Cap ETF position peaked at $359K in Q3 2025.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.