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

Anchor 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	$3.14M	Buy	28,435 +28	+0.1%	+$2.94K	0.09%	114
2026 Q1	$2.76M	Sell	28,407 -2,915	-9%	-$291K	0.08%	119
2025 Q4	$3.02M	Buy	31,322 +556	+2%	+$53.5K	0.09%	108
2025 Q3	$2.97M	Sell	30,766 -40	-0.1%	-$3.79K	0.09%	112
2025 Q2	$2.83M	Sell	30,806 -4,395	-12%	-$380K	0.08%	117
2025 Q1	$2.99M	Sell	35,201 -594	-2%	-$53K	0.09%	118
2024 Q4	$3.16M	Buy	35,795 +558	+2%	+$50.6K	0.09%	120
2024 Q3	$3.11M	Buy	35,237 +1,100	+3%	+$92.7K	0.08%	119
2024 Q2	$2.77M	Buy	34,137 +1,107	+3%	+$90.1K	0.08%	118
2024 Q1	$2.78M	Buy	33,030 +1,406	+4%	+$111K	0.07%	118
2023 Q4	$2.46M	Buy	31,624 +140	+0.4%	+$9.95K	0.06%	119
2023 Q3	$2.18M	Buy	31,484 +75	+0.2%	+$5.47K	0.06%	128
2023 Q2	$2.29M	Sell	31,409 -56	-0.2%	-$3.9K	0.06%	134
2023 Q1	$2.2M	Sell	31,465 -80	-0.3%	-$5.65K	0.06%	131
2022 Q4	$2.13M	Buy	31,545 +70	+0.2%	+$4.72K	0.05%	134
2022 Q3	$1.96M	Sell	31,475 -255	-0.8%	-$17.5K	0.05%	136
2022 Q2	$2.05M	Sell	31,730 -60	-0.2%	-$4.27K	0.05%	139
2022 Q1	$2.48M	Sell	31,790 -25	-0.1%	-$1.92K	0.05%	139
2021 Q4	$2.64M	Buy	31,815 +399	+1%	+$32.8K	0.05%	138
2021 Q3	$2.46M	Hold	31,416	–	–	0.05%	136
2021 Q2	$2.49M	Sell	31,416 -2,200	-7%	-$171K	0.05%	138
2021 Q1	$2.48M	Buy	33,616 +410	+1%	+$29.6K	0.05%	136
2020 Q4	$2.28M	Hold	33,206	–	–	0.05%	140
2020 Q3	$1.91M	Hold	33,206	–	–	0.05%	137
2020 Q2	$1.78M	Buy	+33,206	New	+$1.66M	0.05%	135
2017 Q1	–	Sell	-16,588	Closed	-$742K	–	285
2016 Q4	$742K	Buy	16,588 +9,588	+137%	+$419K	0.03%	186
2016 Q3	$305K	Sell	7,000 -404	-5%	-$17.5K	0.01%	247
2016 Q2	$311K	Sell	7,404 -584	-7%	-$24.1K	0.01%	248
2016 Q1	$325K	Sell	7,988 -207,004	-96%	-$7.88M	0.01%	242
2015 Q4	$8.61M	Buy	+214,992	New	+$8.76M	0.22%	96
2015 Q1	–	Sell	-14,404	Closed	-$602K	–	307
2014 Q4	$602K	Buy	+14,404	New	+$585K	0.01%	232

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

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

Anchor Capital Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.1% in Q2 2026, buying an estimated $2.94K and bringing the position to 28,435 shares worth $3.14M. The position accounts for 0.09% of the portfolio, ranked #114.

Anchor Capital Advisors first reported a position in IWR in Q4 2014 and has held it in 31 quarters since. The position peaked at $8.61M in Q4 2015. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Anchor Capital Advisors held 28,435 shares of iShares Russell Mid-Cap ETF worth $3.14M as of Q2 2026.
Anchor Capital Advisors bought 28 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.94K.
iShares Russell Mid-Cap ETF made up 0.09% of Anchor Capital Advisors's portfolio in Q2 2026, its #114 holding.
Anchor Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 31 quarters since.
Anchor Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $8.61M in Q4 2015.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.