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

AlphaCore Capital’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	$1.06M	Buy	9,571 +1,896	+25%	+$199K	0.02%	451
2026 Q1	$746K	Sell	7,675 -434	-5%	-$43.4K	0.02%	452
2025 Q4	$781K	Buy	8,109 +10	+0.1%	+$961	0.02%	479
2025 Q3	$782K	Sell	8,099 -463	-5%	-$43.9K	0.03%	354
2025 Q2	$787K	Buy	8,562 +5,735	+203%	+$495K	0.03%	293
2025 Q1	$240K	Buy	+2,827	New	+$252K	0.02%	406
2024 Q1	–	Sell	-420	Closed	-$32.6K	–	272
2023 Q4	$32.6K	Hold	420	–	–	﹤0.01%	294
2023 Q3	$29.2K	Hold	420	–	–	﹤0.01%	291
2023 Q2	$30.7K	Hold	420	–	–	﹤0.01%	262
2023 Q1	$29.4K	Hold	420	–	–	0.01%	178
2022 Q4	$28.3K	Buy	420 +382	+1,005%	+$25.8K	0.01%	116
2022 Q3	$2K	Hold	38	–	–	﹤0.01%	139
2022 Q2	$2K	Hold	38	–	–	﹤0.01%	146
2022 Q1	$3K	Buy	+38	New	+$2.92K	﹤0.01%	134

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

AlphaCore Capital's IWR Position: Q2 2026 in Review

AlphaCore Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q2 2026, buying an estimated $199K and bringing the position to 9,571 shares worth $1.06M. The position accounts for 0.02% of the portfolio, ranked #451.

AlphaCore Capital first reported a position in IWR in Q1 2022 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

AlphaCore Capital held 9,571 shares of iShares Russell Mid-Cap ETF worth $1.06M as of Q2 2026.
AlphaCore Capital bought 1,896 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $199K.
iShares Russell Mid-Cap ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #451 holding.
AlphaCore Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.