Roosevelt Capital Management LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Roosevelt Capital Management LLC’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 Q3	$930K	Buy	+8,715	New	+$964K	5.82%	5

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Roosevelt Capital Management LLC's IWR Position: Q3 2026 in Review

Roosevelt Capital Management LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 8,715 shares worth $930K. The stake represents 5.82% of the portfolio and ranks #5 among its holdings.

1,095 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Roosevelt Capital Management LLC held 8,715 shares of iShares Russell Mid-Cap ETF worth $930K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Roosevelt Capital Management LLC position in Q3 2026.
iShares Russell Mid-Cap ETF made up 5.82% of Roosevelt Capital Management LLC's portfolio in Q3 2026, its #5 holding.
1,095 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Roosevelt Capital Management LLC's 13F filing for Q3 2026, filed 10 Nov 2026.