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

Rose Capital Advisors 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 Q2	$638K	Buy	+5,784	New	+$608K	0.32%	53

Other funds holding IWR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Rose Capital Advisors LLC's IWR Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 5,784 shares worth $638K. The stake represents 0.32% of the portfolio and ranks #53 among its holdings.

1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Rose Capital Advisors LLC held 5,784 shares of iShares Russell Mid-Cap ETF worth $638K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.32% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #53 holding.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.