Woodstock Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Woodstock Corp’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	$17.2M	Sell	156,185 -3,700	-2%	-$389K	1.43%	17
2026 Q1	$15.5M	Sell	159,885 -3,449	-2%	-$345K	1.38%	17
2025 Q4	$15.7M	Sell	163,334 -377	-0.2%	-$36.2K	1.35%	19
2025 Q3	$15.8M	Sell	163,711 -132	-0.1%	-$12.5K	1.37%	17
2025 Q2	$15.1M	Sell	163,843 -2,182	-1%	-$188K	1.38%	18
2025 Q1	$14.1M	Sell	166,025 -7,012	-4%	-$625K	1.4%	19
2024 Q4	$15.3M	Sell	173,037 -442	-0.3%	-$40.1K	1.47%	16
2024 Q3	$15.3M	Sell	173,479 -1,050	-0.6%	-$88.5K	1.47%	15
2024 Q2	$14.2M	Sell	174,529 -9,720	-5%	-$791K	1.44%	17
2024 Q1	$15.5M	Sell	184,249 -5,905	-3%	-$468K	1.6%	14
2023 Q4	$14.8M	Sell	190,154 -3,065	-2%	-$218K	1.71%	14
2023 Q3	$13.4M	Sell	193,219 -240	-0.1%	-$17.5K	1.68%	14
2023 Q2	$14.1M	Sell	193,459 -1,083	-0.6%	-$75.3K	1.67%	13
2023 Q1	$13.6M	Sell	194,542 -6,868	-3%	-$485K	1.73%	16
2022 Q4	$13.6M	Sell	201,410 -2,546	-1%	-$172K	1.81%	16
2022 Q3	$12.7M	Sell	203,956 -150	-0.1%	-$10.3K	1.89%	13
2022 Q2	$13.2M	Buy	204,106 +602	+0.3%	+$42.9K	1.83%	14
2022 Q1	$15.9M	Sell	203,504 -8,637	-4%	-$665K	1.86%	13
2021 Q4	$17.6M	Sell	212,141 -595	-0.3%	-$48.8K	1.84%	11
2021 Q3	$16.6M	Sell	212,736 -1,350	-0.6%	-$108K	1.94%	10
2021 Q2	$17M	Sell	214,086 -6,355	-3%	-$493K	2%	10
2021 Q1	$16.3M	Buy	220,441 +9,553	+5%	+$691K	2.07%	8
2020 Q4	$14.5M	Buy	+210,888	New	+$13.4M	1.93%	14

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

Woodstock Corp's IWR Position: Q2 2026 in Review

Woodstock Corp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, selling an estimated $389K and leaving 156,185 shares worth $17.2M. The position accounts for 1.43% of the portfolio, ranked #17.

Woodstock Corp first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $17.6M in Q4 2021. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Woodstock Corp held 156,185 shares of iShares Russell Mid-Cap ETF worth $17.2M as of Q2 2026.
Woodstock Corp sold 3,700 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $389K.
iShares Russell Mid-Cap ETF made up 1.43% of Woodstock Corp's portfolio in Q2 2026, its #17 holding.
Woodstock Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Woodstock Corp's iShares Russell Mid-Cap ETF position peaked at $17.6M in Q4 2021.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Woodstock Corp's 13F filing for Q2 2026, filed 13 Jul 2026.