Baltimore-Washington Financial Advisors’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 | $7.82M | Sell |
70,907
-1,179
| -2% | -$124K | 0.29% | 70 |
|
|
2026
Q1 | $7.01M | Sell |
72,086
-1,989
| -3% | -$199K | 0.3% | 67 |
|
|
2025
Q4 | $7.13M | Sell |
74,075
-5,886
| -7% | -$566K | 0.3% | 70 |
|
|
2025
Q3 | $7.72M | Sell |
79,961
-1,825
| -2% | -$173K | 0.33% | 72 |
|
|
2025
Q2 | $7.52M | Sell |
81,786
-2,532
| -3% | -$219K | 0.35% | 73 |
|
|
2025
Q1 | $7.17M | Sell |
84,318
-334
| -0.4% | -$29.8K | 0.38% | 71 |
|
|
2024
Q4 | $7.48M | Sell |
84,652
-464
| -0.5% | -$42.1K | 0.38% | 71 |
|
|
2024
Q3 | $7.5M | Sell |
85,116
-522
| -0.6% | -$44K | 0.4% | 69 |
|
|
2024
Q2 | $6.94M | Buy |
85,638
+1,900
| +2% | +$155K | 0.4% | 71 |
|
|
2024
Q1 | $7.04M | Sell |
83,738
-2,847
| -3% | -$226K | 0.44% | 70 |
|
|
2023
Q4 | $6.73M | Buy |
86,585
+33
| +0% | +$2.34K | 0.47% | 70 |
|
|
2023
Q3 | $5.99M | Sell |
86,552
-868
| -1% | -$63.3K | 0.49% | 67 |
|
|
2023
Q2 | $6.38M | Sell |
87,420
-52,788
| -38% | -$3.67M | 0.51% | 61 |
|
|
2023
Q1 | $9.8M | Sell |
140,208
-4,162
| -3% | -$294K | 0.86% | 40 |
|
|
2022
Q4 | $9.74M | Sell |
144,370
-4,287
| -3% | -$289K | 0.95% | 40 |
|
|
2022
Q3 | $9.39M | Buy |
148,657
+1,713
| +1% | +$118K | 0.79% | 39 |
|
|
2022
Q2 | $9.5M | Buy |
146,944
+3,395
| +2% | +$242K | 1.02% | 38 |
|
|
2022
Q1 | $10.6M | Sell |
143,549
-3,471
| -2% | -$267K | 1.04% | 40 |
|
|
2021
Q4 | $12.2M | Sell |
147,020
-3,219
| -2% | -$264K | 0.99% | 40 |
|
|
2021
Q3 | $11.8M | Buy |
150,239
+167
| +0.1% | +$13.4K | 1.03% | 38 |
|
|
2021
Q2 | $11.9M | Buy |
150,072
+5,349
| +4% | +$415K | 1.11% | 36 |
|
|
2021
Q1 | $10.7M | Buy |
144,723
+253
| +0.2% | +$18.3K | 1.09% | 39 |
|
|
2020
Q4 | $9.9M | Sell |
144,470
-4,313
| -3% | -$275K | 1.08% | 40 |
|
|
2020
Q3 | $8.54M | Buy |
148,783
+30
| +0% | +$1.71K | 1.11% | 39 |
|
|
2020
Q2 | $7.97M | Sell |
148,753
-627
| -0.4% | -$31.4K | 1.1% | 39 |
|
|
2020
Q1 | $6.45M | Buy |
149,380
+2,773
| +2% | +$153K | 1.16% | 37 |
|
|
2019
Q4 | $8.74M | Sell |
146,607
-22,007
| -13% | -$1.26M | 1.28% | 35 |
|
|
2019
Q3 | $9.43M | Buy |
168,614
+1,547
| +0.9% | +$86.5K | 1.55% | 25 |
|
|
2019
Q2 | $9.33M | Sell |
167,067
-2,666
| -2% | -$146K | 1.57% | 28 |
|
|
2019
Q1 | $9.16M | Buy |
169,733
+2,212
| +1% | +$115K | 1.6% | 26 |
|
|
2018
Q4 | $7.79M | Buy |
167,521
+1,713
| +1% | +$86.4K | 1.61% | 28 |
|
|
2018
Q3 | $9.14M | Buy |
165,808
+12,648
| +8% | +$693K | 1.65% | 24 |
|
|
2018
Q2 | $8.12M | Buy |
153,160
+13,512
| +10% | +$711K | 1.61% | 29 |
|
|
2018
Q1 | $7.21M | Buy |
139,648
+2,080
| +2% | +$110K | 1.57% | 30 |
|
|
2017
Q4 | $7.16M | Buy |
137,568
+4,208
| +3% | +$214K | 1.5% | 31 |
|
|
2017
Q3 | $6.57M | Buy |
133,360
+7,032
| +6% | +$339K | 1.49% | 36 |
|
|
2017
Q2 | $6.07M | Buy |
126,328
+7,572
| +6% | +$359K | 1.46% | 32 |
|
|
2017
Q1 | $5.56M | Buy |
118,756
+5,360
| +5% | +$248K | 1.41% | 35 |
|
|
2016
Q4 | $5.07M | Buy |
113,396
+10,296
| +10% | +$450K | 1.39% | 33 |
|
|
2016
Q3 | $4.49M | Buy |
103,100
+3,280
| +3% | +$142K | 1.28% | 42 |
|
|
2016
Q2 | $4.2M | Buy |
99,820
+70,248
| +238% | +$2.9M | 1.25% | 41 |
|
|
2016
Q1 | $1.2M | Sell |
29,572
-1,528
| -5% | -$58.1K | 0.37% | 67 |
|
|
2015
Q4 | $1.25M | Buy |
31,100
+3,232
| +12% | +$132K | 0.39% | 70 |
|
|
2015
Q3 | $1.08M | Buy |
27,868
+208
| +0.8% | +$8.61K | 0.34% | 73 |
|
|
2015
Q2 | $1.18M | Sell |
27,660
-1,408
| -5% | -$61.2K | 0.35% | 71 |
|
|
2015
Q1 | $1.26M | Sell |
29,068
-160
| -0.5% | -$6.8K | 0.37% | 73 |
|
|
2014
Q4 | $1.22M | Sell |
29,228
-820
| -3% | -$33.3K | 0.36% | 74 |
|
|
2014
Q3 | $1.19M | Sell |
30,048
-320
| -1% | -$12.9K | 0.38% | 70 |
|
|
2014
Q2 | $1.23M | Buy |
30,368
+512
| +2% | +$20K | 0.38% | 73 |
|
|
2014
Q1 | $1.16M | Buy |
29,856
+740
| +3% | +$28.1K | 0.39% | 70 |
|
|
2013
Q4 | $1.09M | Buy |
29,116
+4,460
| +18% | +$161K | 0.37% | 73 |
|
|
2013
Q3 | $857K | Buy |
24,656
+900
| +4% | +$30.8K | 0.34% | 70 |
|
|
2013
Q2 | $771K | Buy |
+23,756
| New | +$770K | 0.33% | 71 |
|
Other funds holding IWR
Baltimore-Washington Financial Advisors's IWR Position: Q2 2026 in Review
Baltimore-Washington Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $124K and leaving 70,907 shares worth $7.82M. The position accounts for 0.29% of the portfolio, ranked #70.
Baltimore-Washington Financial Advisors first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $12.2M in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Baltimore-Washington Financial Advisors held 70,907 shares of iShares Russell Mid-Cap ETF worth $7.82M as of Q2 2026.
- Baltimore-Washington Financial Advisors sold 1,179 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $124K.
- iShares Russell Mid-Cap ETF made up 0.29% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #70 holding.
- Baltimore-Washington Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Baltimore-Washington Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $12.2M in Q4 2021.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.