Y-Intercept (HK)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Y-Intercept (HK)’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	$1.29M	Buy	11,700 +8,185	+233%	+$861K	0.03%	927
2026 Q1	$342K	Buy	+3,515	New	+$351K	0.01%	1351
2025 Q1	–	Sell	-13,862	Closed	-$1.23M	–	1406
2024 Q4	$1.23M	Sell	13,862 -794	-5%	-$72.1K	0.08%	351
2024 Q3	$1.29M	Buy	+14,656	New	+$1.23M	0.08%	341
2023 Q4	–	Sell	-17,567	Closed	-$1.22M	–	1441
2023 Q3	$1.22M	Buy	17,567 +10,971	+166%	+$800K	0.12%	252
2023 Q2	$482K	Buy	+6,596	New	+$459K	0.05%	577
2022 Q4	–	Sell	-26,882	Closed	-$1.67M	–	1170
2022 Q3	$1.67M	Buy	26,882 +21,044	+360%	+$1.45M	0.17%	176
2022 Q2	$377K	Buy	+5,838	New	+$416K	0.05%	512
2021 Q3	–	Sell	-7,082	Closed	-$561K	–	777
2021 Q2	$561K	Buy	+7,082	New	+$549K	0.14%	232

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

Y-Intercept (HK)'s IWR Position: Q2 2026 in Review

Y-Intercept (HK) increased its iShares Russell Mid-Cap ETF (IWR) stake by 233% in Q2 2026, buying an estimated $861K and bringing the position to 11,700 shares worth $1.29M. The position accounts for 0.03% of the portfolio, ranked #927.

Y-Intercept (HK) first reported a position in IWR in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2022. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Y-Intercept (HK) held 11,700 shares of iShares Russell Mid-Cap ETF worth $1.29M as of Q2 2026.
Y-Intercept (HK) bought 8,185 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $861K.
iShares Russell Mid-Cap ETF made up 0.03% of Y-Intercept (HK)'s portfolio in Q2 2026, its #927 holding.
Y-Intercept (HK) first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 9 quarters since.
Y-Intercept (HK)'s iShares Russell Mid-Cap ETF position peaked at $1.67M in Q3 2022.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.