Cahill 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 | $2.86M | Sell |
25,901
-1,277
| -5% | -$134K | 0.27% | 60 |
|
|
2026
Q1 | $2.64M | Sell |
27,178
-286
| -1% | -$28.6K | 0.29% | 60 |
|
|
2025
Q4 | $2.64M | Sell |
27,464
-827
| -3% | -$79.5K | 0.29% | 59 |
|
|
2025
Q3 | $2.73M | Buy |
28,291
+1,293
| +5% | +$123K | 0.31% | 55 |
|
|
2025
Q2 | $2.48M | Buy |
26,998
+101
| +0.4% | +$8.72K | 0.31% | 57 |
|
|
2025
Q1 | $2.29M | Buy |
26,897
+9
| +0% | +$803 | 0.31% | 54 |
|
|
2024
Q4 | $2.38M | Buy |
26,888
+323
| +1% | +$29.3K | 0.32% | 55 |
|
|
2024
Q3 | $2.34M | Sell |
26,565
-80,452
| -75% | -$6.78M | 0.32% | 58 |
|
|
2024
Q2 | $8.68M | Sell |
107,017
-6,512
| -6% | -$530K | 1.19% | 21 |
|
|
2024
Q1 | $9.55M | Sell |
113,529
-6,580
| -5% | -$521K | 1.3% | 21 |
|
|
2023
Q4 | $9.34M | Buy |
120,109
+3,809
| +3% | +$271K | 1.38% | 21 |
|
|
2023
Q3 | $8.05M | Sell |
116,300
-1,469
| -1% | -$107K | 1.34% | 21 |
|
|
2023
Q2 | $8.6M | Buy |
117,769
+1,519
| +1% | +$106K | 1.39% | 23 |
|
|
2023
Q1 | $8.13M | Buy |
116,250
+2,459
| +2% | +$174K | 1.44% | 22 |
|
|
2022
Q4 | $7.68M | Buy |
113,791
+2,614
| +2% | +$176K | 1.48% | 19 |
|
|
2022
Q3 | $6.91M | Buy |
111,177
+26,027
| +31% | +$1.79M | 1.46% | 18 |
|
|
2022
Q2 | $5.51M | Buy |
85,150
+5,224
| +7% | +$372K | 1.17% | 20 |
|
|
2022
Q1 | $6.24M | Sell |
79,926
-516
| -0.6% | -$39.7K | 1.17% | 19 |
|
|
2021
Q4 | $6.68M | Buy |
80,442
+3,326
| +4% | +$273K | 1.29% | 18 |
|
|
2021
Q3 | $6.03M | Sell |
77,116
-1,339
| -2% | -$107K | 1.24% | 16 |
|
|
2021
Q2 | $6.22M | Buy |
78,455
+256
| +0.3% | +$19.9K | 1.4% | 15 |
|
|
2021
Q1 | $5.78M | Sell |
78,199
-745
| -0.9% | -$53.9K | 1.41% | 15 |
|
|
2020
Q4 | $5.41M | Buy |
78,944
+707
| +0.9% | +$45K | 1.37% | 16 |
|
|
2020
Q3 | $4.49M | Sell |
78,237
-346
| -0.4% | -$19.7K | 1.62% | 13 |
|
|
2020
Q2 | $4.21M | Buy |
78,583
+255
| +0.3% | +$12.8K | 1.63% | 13 |
|
|
2020
Q1 | $3.38M | Buy |
78,328
+272
| +0.3% | +$15K | 1.57% | 14 |
|
|
2019
Q4 | $4.65M | Buy |
78,056
+55
| +0.1% | +$3.16K | 1.69% | 12 |
|
|
2019
Q3 | $4.37M | Buy |
78,001
+2,504
| +3% | +$140K | 1.7% | 12 |
|
|
2019
Q2 | $4.22M | Buy |
75,497
+3,409
| +5% | +$187K | 1.67% | 14 |
|
|
2019
Q1 | $3.89M | Buy |
72,088
+1,271
| +2% | +$65.8K | 1.62% | 15 |
|
|
2018
Q4 | $3.29M | Buy |
70,817
+2,497
| +4% | +$126K | 1.65% | 14 |
|
|
2018
Q3 | $3.77M | Buy |
68,320
+140
| +0.2% | +$7.67K | 1.66% | 15 |
|
|
2018
Q2 | $3.62M | Buy |
68,180
+524
| +0.8% | +$27.6K | 1.67% | 15 |
|
|
2018
Q1 | $3.49M | Buy |
67,656
+1,460
| +2% | +$76.9K | 1.67% | 15 |
|
|
2017
Q4 | $3.44M | Buy |
66,196
+616
| +0.9% | +$31.3K | 1.73% | 14 |
|
|
2017
Q3 | $3.23M | Buy |
65,580
+4,572
| +7% | +$221K | 1.71% | 15 |
|
|
2017
Q2 | $2.93M | Sell |
61,008
-1,428
| -2% | -$67.7K | 1.62% | 15 |
|
|
2017
Q1 | $2.92M | Buy |
62,436
+1,308
| +2% | +$60.6K | 1.69% | 17 |
|
|
2016
Q4 | $2.73M | Buy |
61,128
+820
| +1% | +$35.9K | 1.67% | 16 |
|
|
2016
Q3 | $2.63M | Buy |
60,308
+828
| +1% | +$35.9K | 1.71% | 17 |
|
|
2016
Q2 | $2.5M | Buy |
59,480
+2,956
| +5% | +$122K | 1.75% | 18 |
|
|
2016
Q1 | $2.3M | Buy |
56,524
+3,544
| +7% | +$135K | 1.73% | 17 |
|
|
2015
Q4 | $2.12M | Sell |
52,980
-1,328
| -2% | -$54.1K | 1.73% | 18 |
|
|
2015
Q3 | $2.11M | Buy |
54,308
+240
| +0.4% | +$9.94K | 1.72% | 18 |
|
|
2015
Q2 | $2.3M | Buy |
54,068
+500
| +0.9% | +$21.7K | 1.72% | 19 |
|
|
2015
Q1 | $2.32M | Sell |
53,568
-3,380
| -6% | -$144K | 1.77% | 19 |
|
|
2014
Q4 | $2.38M | Buy |
56,948
+1,240
| +2% | +$50.3K | 1.84% | 19 |
|
|
2014
Q3 | $2.21M | Sell |
55,708
-1,404
| -2% | -$56.6K | 1.76% | 19 |
|
|
2014
Q2 | $2.32M | Sell |
57,112
-1,288
| -2% | -$50.2K | 1.82% | 18 |
|
|
2014
Q1 | $2.26M | Sell |
58,400
-1,276
| -2% | -$48.4K | 1.93% | 16 |
|
|
2013
Q4 | $2.24M | Buy |
+59,676
| New | +$2.16M | 1.94% | 16 |
|
Other funds holding IWR
ANTB
JIC
TCIIS
Cahill Financial Advisors's IWR Position: Q2 2026 in Review
Cahill Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.7% in Q2 2026, selling an estimated $134K and leaving 25,901 shares worth $2.86M. The position accounts for 0.27% of the portfolio, ranked #60.
Cahill Financial Advisors first reported a position in IWR in Q4 2013 and has held it in 51 quarters since. The position peaked at $9.55M in Q1 2024. 1,259 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Cahill Financial Advisors held 25,901 shares of iShares Russell Mid-Cap ETF worth $2.86M as of Q2 2026.
- Cahill Financial Advisors sold 1,277 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $134K.
- iShares Russell Mid-Cap ETF made up 0.27% of Cahill Financial Advisors's portfolio in Q2 2026, its #60 holding.
- Cahill Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- Cahill Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $9.55M in Q1 2024.
- 1,259 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.