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

Anson 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 Q3	$740K	Hold	6,933	–	–	0.48%	44
2026 Q2	$765K	Hold	6,933	–	–	0.5%	43
2026 Q1	$674K	Hold	6,933	–	–	0.46%	46
2025 Q4	$667K	Hold	6,933	–	–	0.49%	44
2025 Q3	$669K	Hold	6,933	–	–	0.5%	38
2025 Q2	$638K	Hold	6,933	–	–	0.51%	38
2025 Q1	$590K	Hold	6,933	–	–	0.51%	39
2024 Q4	$613K	Hold	6,933	–	–	0.53%	37
2024 Q3	$611K	Hold	6,933	–	–	0.55%	38
2024 Q2	$562K	Hold	6,933	–	–	0.55%	40
2024 Q1	$583K	Hold	6,933	–	–	0.84%	35
2023 Q4	$539K	Buy	6,933 +392	+6%	+$27.8K	0.89%	36
2023 Q3	$453K	Buy	6,541 +441	+7%	+$32.2K	0.86%	35
2023 Q2	$445K	Buy	6,100 +793	+15%	+$55.2K	0.83%	35
2023 Q1	$371K	Sell	5,307 -2,593	-33%	-$183K	0.6%	44
2022 Q4	$533K	Buy	+7,900	New	+$533K	0.7%	33

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Anson Capital's IWR Position: Q3 2026 in Review

Anson Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 6,933 shares worth $740K. The position accounts for 0.48% of the portfolio, ranked #44.

Anson Capital first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $765K in Q2 2026. 726 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Anson Capital held 6,933 shares of iShares Russell Mid-Cap ETF worth $740K as of Q3 2026.
Anson Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.48% of Anson Capital's portfolio in Q3 2026, its #44 holding.
Anson Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Anson Capital's iShares Russell Mid-Cap ETF position peaked at $765K in Q2 2026.
726 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Anson Capital's 13F filing for Q3 2026, filed 23 Oct 2026.