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YANKCOM Partnership’s iShares Russell Mid-Cap ETF IWR Stock Holding History

YANKCOM Partnership’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 		$4.3K Hold
39
– – ﹤0.01% 289
2026
Q1 		$3.79K Sell
39
-32
-45% -$3.2K ﹤0.01% 312
2025
Q4 		$6.83K Buy
+71
New +$6.83K ﹤0.01% 301

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

YANKCOM Partnership's IWR Position: Q2 2026 in Review

YANKCOM Partnership held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 39 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

YANKCOM Partnership first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.83K in Q4 2025. 1,048 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • YANKCOM Partnership held 39 shares of iShares Russell Mid-Cap ETF worth $4.3K as of Q2 2026.
  • YANKCOM Partnership left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of YANKCOM Partnership's portfolio in Q2 2026, its #289 holding.
  • YANKCOM Partnership first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • YANKCOM Partnership's iShares Russell Mid-Cap ETF position peaked at $6.83K in Q4 2025.
  • 1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on YANKCOM Partnership's 13F filing for Q2 2026, filed 21 Jul 2026.