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

Calamos Wealth Management’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 Q1	$1.37M	Sell	14,105 -870	-6%	-$86.9K	0.05%	165
2025 Q4	$1.44M	Sell	14,975 -642	-4%	-$61.7K	0.05%	155
2025 Q3	$1.51M	Buy	15,617 +1,729	+12%	+$164K	0.05%	151
2025 Q2	$1.28M	Buy	13,888 +578	+4%	+$49.9K	0.05%	147
2025 Q1	$1.13M	Sell	13,310 -114	-0.8%	-$10.2K	0.06%	137
2024 Q4	$1.19M	Buy	13,424 +69	+0.5%	+$6.26K	0.06%	129
2024 Q3	$1.18M	Sell	13,355 -7,166	-35%	-$604K	0.06%	132
2024 Q2	$1.66M	Hold	20,521	–	–	0.09%	113
2024 Q1	$1.73M	Sell	20,521 -6,941	-25%	-$550K	0.1%	112
2023 Q4	$2.13M	Buy	27,462 +983	+4%	+$69.8K	0.13%	94
2023 Q3	$1.83M	Buy	26,479 +360	+1%	+$26.3K	0.14%	98
2023 Q2	$1.91M	Hold	26,119	–	–	0.14%	102
2023 Q1	$1.83M	Hold	26,119	–	–	0.14%	101
2022 Q4	$1.76M	Buy	26,119 +6,581	+34%	+$444K	0.14%	109
2022 Q3	$1.21M	Hold	19,538	–	–	0.1%	121
2022 Q2	$1.26M	Hold	19,538	–	–	0.11%	128
2022 Q1	$1.52M	Hold	19,538	–	–	0.11%	128
2021 Q4	$1.62M	Hold	19,538	–	–	0.12%	124
2021 Q3	$1.53M	Hold	19,538	–	–	0.12%	121
2021 Q2	$1.55M	Hold	19,538	–	–	0.12%	124
2021 Q1	$1.44M	Sell	19,538 -250	-1%	-$18.1K	0.12%	126
2020 Q4	$1.36M	Sell	19,788 -405	-2%	-$25.8K	0.12%	118
2020 Q3	$1.16M	Hold	20,193	–	–	0.13%	108
2020 Q2	$1.08M	Sell	20,193 -771	-4%	-$38.6K	0.14%	102
2020 Q1	$905K	Buy	20,964 +3,192	+18%	+$176K	0.14%	102
2019 Q4	$1.06M	Buy	17,772 +13,696	+336%	+$786K	0.12%	115
2019 Q3	$228K	Hold	4,076	–	–	0.03%	214
2019 Q2	$228K	Hold	4,076	–	–	0.03%	216
2019 Q1	$220K	Sell	4,076 -760	-16%	-$39.4K	0.03%	205
2018 Q4	$225K	Sell	4,836 -120	-2%	-$6.05K	0.03%	205
2018 Q3	$273K	Buy	+4,956	New	+$272K	0.03%	189

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Calamos Wealth Management's IWR Position: Q1 2026 in Review

Calamos Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.8% in Q1 2026, selling an estimated $86.9K and leaving 14,105 shares worth $1.37M. The position accounts for 0.05% of the portfolio, ranked #165.

Calamos Wealth Management first reported a position in IWR in Q3 2018 and has held it in 31 quarters since. The position peaked at $2.13M in Q4 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Calamos Wealth Management held 14,105 shares of iShares Russell Mid-Cap ETF worth $1.37M as of Q1 2026.
Calamos Wealth Management sold 870 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $86.9K.
iShares Russell Mid-Cap ETF made up 0.05% of Calamos Wealth Management's portfolio in Q1 2026, its #165 holding.
Calamos Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 31 quarters since.
Calamos Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.13M in Q4 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.