Calamos Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Calamos Advisors’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	–	Sell	-14,105	Closed	-$1.37M	–	1121
2026 Q1	$1.37M	Buy	+14,105	New	+$1.41M	﹤0.01%	727
2020 Q4	–	Sell	-9,020	Closed	-$518K	–	749
2020 Q3	$518K	Buy	9,020 +220	+3%	+$12.5K	﹤0.01%	682
2020 Q2	$472K	Buy	8,800 +300	+4%	+$15K	﹤0.01%	682
2020 Q1	$367K	Buy	+8,500	New	+$468K	﹤0.01%	653

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

Calamos Advisors's IWR Position: Q2 2026 in Review

Calamos Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 14,105 shares — an estimated $1.37M sold.

Calamos Advisors first reported a position in IWR in Q1 2020 and held it in 4 quarters. The position peaked at $1.37M in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Calamos Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Calamos Advisors sold 14,105 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.37M.
Calamos Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and held it in 4 quarters.
Calamos Advisors's iShares Russell Mid-Cap ETF position peaked at $1.37M in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.