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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$74.5K Hold
675
0.03% 182
2026
Q1
$65.6K Hold
675
0.03% 185
2025
Q4
$65K Hold
675
0.03% 175
2025
Q3
$65.2K Hold
675
0.03% 169
2025
Q2
$62.1K Hold
675
0.03% 163
2025
Q1
$57.4K Hold
675
0.03% 164
2024
Q4
$59.7K Hold
675
0.03% 158
2024
Q3
$59.5K Buy
675
+464
+220% +$39.1K 0.03% 161
2024
Q2
$16.4K Hold
211
0.01% 232
2024
Q1
$14.8K Hold
211
0.01% 222
2023
Q4
$16.4K Buy
+211
New +$15K 0.01% 232

Other funds holding IWR

American Capital Advisory's IWR Position: Q2 2026 in Review

American Capital Advisory held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 675 shares worth $74.5K. The position accounts for 0.03% of the portfolio, ranked #182.

American Capital Advisory first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • American Capital Advisory held 675 shares of iShares Russell Mid-Cap ETF worth $74.5K as of Q2 2026.
  • American Capital Advisory left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of American Capital Advisory's portfolio in Q2 2026, its #182 holding.
  • American Capital Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.