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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Anson Capital's IWR Position: Q1 2026 in Review

Anson Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 6,933 shares worth $674K. The position accounts for 0.46% of the portfolio, ranked #46.

Anson Capital first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Anson Capital held 6,933 shares of iShares Russell Mid-Cap ETF worth $674K as of Q1 2026.
Anson Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.46% of Anson Capital's portfolio in Q1 2026, its #46 holding.
Anson Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Anson Capital's 13F filing for Q1 2026, filed 14 May 2026.