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

Argent Capital Management’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	$303K	Buy	+2,750	New	+$289K	0.01%	160
2026 Q1	–	Sell	-80,192	Closed	-$7.72M	–	172
2025 Q4	$7.72M	Buy	+80,192	New	+$7.71M	0.22%	56
2025 Q2	–	Sell	-84,761	Closed	-$7.21M	–	160
2025 Q1	$7.21M	Buy	84,761 +81,951	+2,916%	+$7.31M	0.22%	57
2024 Q4	$248K	Buy	+2,810	New	+$255K	0.01%	153
2024 Q3	–	Sell	-2,610	Closed	-$212K	–	158
2024 Q2	$212K	Buy	+2,610	New	+$212K	0.01%	153
2024 Q1	–	Sell	-72,578	Closed	-$5.64M	–	155
2023 Q4	$5.64M	Buy	+72,578	New	+$5.16M	0.18%	57
2022 Q3	–	Sell	-12,568	Closed	-$813K	–	169
2022 Q2	$813K	Buy	+12,568	New	+$895K	0.03%	112
2022 Q1	–	Sell	-10,034	Closed	-$833K	–	184
2021 Q4	$833K	Buy	10,034 +5,629	+128%	+$462K	0.02%	118
2021 Q3	$345K	Buy	+4,405	New	+$353K	0.01%	162

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

Argent Capital Management's IWR Position: Q2 2026 in Review

Argent Capital Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,750 shares worth $303K. The stake represents 0.01% of the portfolio and ranks #160 among its holdings. This is a return to the name: Argent Capital Management previously reported a position in IWR as recently as Q4 2025.

Argent Capital Management first reported a position in IWR in Q3 2021 and has held it in 9 quarters since. The position peaked at $7.72M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Argent Capital Management held 2,750 shares of iShares Russell Mid-Cap ETF worth $303K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Argent Capital Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Argent Capital Management's portfolio in Q2 2026, its #160 holding.
Argent Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 9 quarters since.
Argent Capital Management's iShares Russell Mid-Cap ETF position peaked at $7.72M in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Argent Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.