ARS Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ARS Investment Partners’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	$291K	Hold	2,639	–	–	0.01%	161
2026 Q1	$257K	Hold	2,639	–	–	0.01%	166
2025 Q4	$254K	Hold	2,639	–	–	0.01%	168
2025 Q3	$255K	Buy	2,639 +139	+6%	+$13.2K	0.02%	166
2025 Q2	$230K	Hold	2,500	–	–	0.02%	169
2025 Q1	$221K	Hold	2,500	–	–	0.02%	156
2024 Q4	$221K	Hold	2,500	–	–	0.02%	156
2024 Q3	$220K	Hold	2,500	–	–	0.02%	152
2024 Q2	$203K	Hold	2,500	–	–	0.02%	146
2024 Q1	$210K	Buy	+2,500	New	+$198K	0.02%	142
2022 Q1	–	Sell	-2,500	Closed	-$208K	–	179
2021 Q4	$208K	Buy	+2,500	New	+$205K	0.02%	153

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

ARS Investment Partners's IWR Position: Q2 2026 in Review

ARS Investment Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,639 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #161.

ARS Investment Partners first reported a position in IWR in Q4 2021 and has held it in 11 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

ARS Investment Partners held 2,639 shares of iShares Russell Mid-Cap ETF worth $291K as of Q2 2026.
ARS Investment Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of ARS Investment Partners's portfolio in Q2 2026, its #161 holding.
ARS Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 11 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.