Aristotle Capital Boston’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 | – | Sell |
-7
| Closed | -$704 | – | 123 |
|
|
2026
Q1 | $704 | Sell |
7
-60
| -90% | -$5.99K | ﹤0.01% | 122 |
|
|
2025
Q4 | $6.45K | Sell |
67
-1,096
| -94% | -$105K | ﹤0.01% | 125 |
|
|
2025
Q3 | $112K | Sell |
1,163
-529
| -31% | -$50.1K | 0.01% | 126 |
|
|
2025
Q2 | $156K | Sell |
1,692
-4,558
| -73% | -$394K | 0.01% | 126 |
|
|
2025
Q1 | $532K | Buy |
6,250
+4,519
| +261% | +$403K | 0.03% | 124 |
|
|
2024
Q4 | $153K | Sell |
1,731
-13,633
| -89% | -$1.24M | 0.01% | 127 |
|
|
2024
Q3 | $1.35M | Sell |
15,364
-2,633
| -15% | -$222K | 0.04% | 124 |
|
|
2024
Q2 | $1.46M | Sell |
17,997
-23,488
| -57% | -$1.91M | 0.05% | 125 |
|
|
2024
Q1 | $3.49M | Sell |
41,485
-18,504
| -31% | -$1.47M | 0.11% | 127 |
|
|
2023
Q4 | $4.66M | Sell |
59,989
-3,029
| -5% | -$215K | 0.14% | 127 |
|
|
2023
Q3 | $4.36M | Sell |
63,018
-813
| -1% | -$59.3K | 0.14% | 129 |
|
|
2023
Q2 | $4.66M | Sell |
63,831
-36,980
| -37% | -$2.57M | 0.14% | 127 |
|
|
2023
Q1 | $7.05M | Buy |
100,811
+3,555
| +4% | +$251K | 0.22% | 119 |
|
|
2022
Q4 | $6.56M | Buy |
97,256
+41,470
| +74% | +$2.8M | 0.21% | 120 |
|
|
2022
Q3 | $3.47M | Sell |
55,786
-10,838
| -16% | -$745K | 0.12% | 130 |
|
|
2022
Q2 | $4.31M | Buy |
66,624
+2,398
| +4% | +$171K | 0.13% | 132 |
|
|
2022
Q1 | $5.01M | Buy |
64,226
+105
| +0.2% | +$8.08K | 0.13% | 131 |
|
|
2021
Q4 | $5.32M | Sell |
64,121
-4,133
| -6% | -$339K | 0.12% | 131 |
|
|
2021
Q3 | $5.34M | Sell |
68,254
-127,367
| -65% | -$10.2M | 0.13% | 134 |
|
|
2021
Q2 | $15.5M | Sell |
195,621
-6,011
| -3% | -$466K | 0.35% | 106 |
|
|
2021
Q1 | $14.9M | Sell |
201,632
-26,522
| -12% | -$1.92M | 0.33% | 111 |
|
|
2020
Q4 | $15.6M | Buy |
228,154
+2,523
| +1% | +$161K | 0.37% | 103 |
|
|
2020
Q3 | $12.9M | Sell |
225,631
-73,110
| -24% | -$4.16M | 0.38% | 101 |
|
|
2020
Q2 | $16M | Buy |
298,741
+22,109
| +8% | +$1.11M | 0.49% | 84 |
|
|
2020
Q1 | $11.9M | Buy |
276,632
+9,262
| +3% | +$510K | 0.51% | 81 |
|
|
2019
Q4 | $15.9M | Sell |
267,370
-11,348
| -4% | -$652K | 0.44% | 96 |
|
|
2019
Q3 | $15.6M | Sell |
278,718
-4,580
| -2% | -$256K | 0.46% | 93 |
|
|
2019
Q2 | $15.8M | Sell |
283,298
-47,604
| -14% | -$2.61M | 0.49% | 87 |
|
|
2019
Q1 | $17.9M | Buy |
330,902
+231,047
| +231% | +$12M | 0.6% | 74 |
|
|
2018
Q4 | $4.64M | Buy |
99,855
+30,123
| +43% | +$1.52M | 0.38% | 92 |
|
|
2018
Q3 | $3.84M | Buy |
69,732
+10,384
| +17% | +$569K | 0.28% | 97 |
|
|
2018
Q2 | $3.15M | Sell |
59,348
-193,576
| -77% | -$10.2M | 0.25% | 101 |
|
|
2018
Q1 | $13.1M | Buy |
252,924
+139,976
| +124% | +$7.38M | 0.61% | 75 |
|
|
2017
Q4 | $5.88M | Buy |
112,948
+54,260
| +92% | +$2.75M | 0.43% | 98 |
|
|
2017
Q3 | $2.89M | Buy |
58,688
+44,088
| +302% | +$2.13M | 0.26% | 111 |
|
|
2017
Q2 | $701K | Buy |
+14,600
| New | +$692K | 0.08% | 123 |
|
Other funds holding IWR
Aristotle Capital Boston's IWR Position: Q2 2026 in Review
Aristotle Capital Boston sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 7 shares — an estimated $704 sold.
Aristotle Capital Boston first reported a position in IWR in Q2 2017 and held it in 36 quarters. The position peaked at $17.9M in Q1 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Aristotle Capital Boston reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
- Aristotle Capital Boston sold 7 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $704.
- Aristotle Capital Boston first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and held it in 36 quarters.
- Aristotle Capital Boston's iShares Russell Mid-Cap ETF position peaked at $17.9M in Q1 2019.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Aristotle Capital Boston's 13F filing for Q2 2026, filed 14 Aug 2026.