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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Winthrop Capital Management's IWR Position: Q1 2026 in Review

Winthrop Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q1 2026, selling an estimated $4.2K and leaving 3,400 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #103.

Winthrop Capital Management first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. The position peaked at $359K in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Winthrop Capital Management held 3,400 shares of iShares Russell Mid-Cap ETF worth $331K as of Q1 2026.
Winthrop Capital Management sold 42 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.2K.
iShares Russell Mid-Cap ETF made up 0.09% of Winthrop Capital Management's portfolio in Q1 2026, its #103 holding.
Winthrop Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Winthrop Capital Management's iShares Russell Mid-Cap ETF position peaked at $359K in Q3 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.