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IWRIWR
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Position history for Pathstone Holdings, LLCPathstone Holdings, LLC's holdings in ISHARES RUSSELL MIDCAP INDEX FUND

Pathstone Holdings, LLC holds 1.9M shares of IWR (ISHARES RUSSELL MIDCAP INDEX FUND), worth $210.1M as of 2026-Q2. The position was decreased (-0.0% shares). IWR represents 0.6% of Pathstone Holdings, LLC's portfolio.

Current Value

$210.1M

Current Shares

1.9M

Total Value Change

+$34.2M

Total Shares Change

-91,633

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1.9M
-0.0%
$210.1M0.6%$110.32
0
2026-Q1
Decreased
1.9M
-0.2%
$185.2M0.7%$101.75
0
2025-Q4
Decreased
1.9M
-3.1%
$183.8M0.7%$97.26
0
2025-Q3
Decreased
2M
-0.5%
$190.2M0.7%$96.09
0
2025-Q2
Increased
2M
+0.2%
$182.2M0.7%$90.83
43
2025-Q1
Decreased
2M
-0.8%
$168.2M0.7%$83.76
0
2024-Q4
Decreased
2M
-0.2%
$176.1M0.8%$87.25
0
2024-Q3
Decreased
2M
-0.0%
$175.9M0.8%$86.54
0

Other major holders of IWR: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, JONES FINANCIAL COMPANIES LLLP, BANK OF AMERICA CORP /DE/

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