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BOLTON SECURITIES CORPORATION’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$670K Buy
+6,889
New +$688K 0.03% 466
2025
Q3 		$665K Buy
+6,889
New +$653K 0.03% 444
2025
Q1 		$684K Buy
+8,036
New +$717K 0.04% 415

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IWR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 6,889 shares worth $670K. The stake represents 0.03% of the portfolio and ranks #466 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IWR as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in IWR in Q1 2025 and has held it in 3 quarters since. The position peaked at $684K in Q1 2025. 1,532 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,889 shares of iShares Russell Mid-Cap ETF worth $670K as of Q1 2026.
  • iShares Russell Mid-Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #466 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares Russell Mid-Cap ETF position peaked at $684K in Q1 2025.
  • 1,532 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.