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

Advisors Capital Management’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 		$1.43M Buy
12,992
+1,030
+9% +$108K 0.02% 309
2026
Q1 		$1.16M Buy
11,962
+16
+0.1% +$1.6K 0.01% 307
2025
Q4 		$1.15M Buy
11,946
+1,838
+18% +$177K 0.01% 312
2025
Q3 		$976K Sell
10,108
-40
-0.4% -$3.79K 0.01% 318
2025
Q2 		$933K Sell
10,148
-27
-0.3% -$2.33K 0.01% 306
2025
Q1 		$866K Sell
10,175
-862
-8% -$76.9K 0.01% 301
2024
Q4 		$976K Buy
11,037
+2,357
+27% +$214K 0.02% 299
2024
Q3 		$765K Sell
8,680
-2,912
-25% -$245K 0.01% 319
2024
Q2 		$940K Sell
11,592
-152
-1% -$12.4K 0.02% 295
2024
Q1 		$988K Buy
11,744
+2,604
+28% +$206K 0.02% 295
2023
Q4 		$710K Buy
9,140
+1,215
+15% +$86.3K 0.01% 314
2023
Q3 		$549K Sell
7,925
-106
-1% -$7.73K 0.01% 295
2023
Q2 		$587K Sell
8,031
-584
-7% -$40.6K 0.01% 295
2023
Q1 		$602K Buy
8,615
+2,381
+38% +$168K 0.02% 284
2022
Q4 		$421K Buy
6,234
+1,521
+32% +$103K 0.01% 331
2022
Q3 		$329K Buy
4,713
+107
+2% +$7.36K 0.01% 380
2022
Q2 		$298K Buy
4,606
+827
+22% +$58.9K 0.01% 359
2022
Q1 		$295K Hold
3,779
– – 0.01% 370
2021
Q4 		$314K Hold
3,779
– – 0.01% 361
2021
Q3 		$296K Buy
3,779
+188
+5% +$15.1K 0.01% 355
2021
Q2 		$285K Buy
3,591
+414
+13% +$32.1K 0.01% 332
2021
Q1 		$234K Buy
+3,177
New +$230K 0.01% 341

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 $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 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 $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Capital Management's IWR Position: Q2 2026 in Review

Advisors Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.6% in Q2 2026, buying an estimated $108K and bringing the position to 12,992 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #309.

Advisors Capital Management first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Advisors Capital Management held 12,992 shares of iShares Russell Mid-Cap ETF worth $1.43M as of Q2 2026.
  • Advisors Capital Management bought 1,030 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $108K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Advisors Capital Management's portfolio in Q2 2026, its #309 holding.
  • Advisors Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.