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

Affinity Capital Advisors’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	$413K	Sell	3,738 -115	-3%	-$12.1K	0.05%	122
2026 Q1	$375K	Sell	3,853 -2	-0.1%	-$200	0.05%	118
2025 Q4	$371K	Sell	3,855 -8	-0.2%	-$769	0.05%	118
2025 Q3	$374K	Sell	3,863 -2,825	-42%	-$268K	0.06%	113
2025 Q2	$615K	Buy	6,688 +2,330	+53%	+$201K	0.11%	86
2025 Q1	$347K	Sell	4,358 -257	-6%	-$22.9K	0.07%	109
2024 Q4	$410K	Sell	4,615 -24	-0.5%	-$2.18K	0.08%	104
2024 Q3	$409K	Sell	4,639 -129	-3%	-$10.9K	0.08%	107
2024 Q2	$387K	Buy	4,768 +59	+1%	+$4.8K	0.08%	108
2024 Q1	$396K	Sell	4,709 -57	-1%	-$4.52K	0.09%	107
2023 Q4	$370K	Buy	4,766 +1,280	+37%	+$90.9K	0.09%	102
2023 Q3	$241K	Buy	+3,486	New	+$254K	0.07%	113

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Affinity Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3% in Q2 2026, selling an estimated $12.1K and leaving 3,738 shares worth $413K. The position accounts for 0.05% of the portfolio, ranked #122.

Affinity Capital Advisors first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. The position peaked at $615K in Q2 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Affinity Capital Advisors held 3,738 shares of iShares Russell Mid-Cap ETF worth $413K as of Q2 2026.
Affinity Capital Advisors sold 115 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.1K.
iShares Russell Mid-Cap ETF made up 0.05% of Affinity Capital Advisors's portfolio in Q2 2026, its #122 holding.
Affinity Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Affinity Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $615K in Q2 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.