Caldwell Sutter Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Caldwell Sutter Capital’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	$560K	Sell	5,076 -388	-7%	-$40.8K	0.21%	115
2026 Q1	$531K	Hold	5,464	–	–	0.22%	115
2025 Q4	$526K	Hold	5,464	–	–	0.22%	111
2025 Q3	$528K	Hold	5,464	–	–	0.23%	113
2025 Q2	$503K	Sell	5,464 -200	-4%	-$17.3K	0.23%	113
2025 Q1	$482K	Hold	5,664	–	–	0.23%	114
2024 Q4	$501K	Hold	5,664	–	–	0.23%	111
2024 Q3	$499K	Hold	5,664	–	–	0.23%	116
2024 Q2	$459K	Hold	5,664	–	–	0.23%	118
2024 Q1	$476K	Sell	5,664 -196	-3%	-$15.5K	0.23%	112
2023 Q4	$455K	Buy	5,860 +1,028	+21%	+$73K	0.23%	107
2023 Q3	$335K	Hold	4,832	–	–	0.19%	127
2023 Q2	$353K	Buy	4,832 +4,632	+2,316%	+$322K	0.18%	127
2023 Q1	$14K	Buy	+200	New	+$14.1K	0.01%	372

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

Caldwell Sutter Capital's IWR Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $40.8K and leaving 5,076 shares worth $560K. The position accounts for 0.21% of the portfolio, ranked #115.

Caldwell Sutter Capital first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Caldwell Sutter Capital held 5,076 shares of iShares Russell Mid-Cap ETF worth $560K as of Q2 2026.
Caldwell Sutter Capital sold 388 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $40.8K.
iShares Russell Mid-Cap ETF made up 0.21% of Caldwell Sutter Capital's portfolio in Q2 2026, its #115 holding.
Caldwell Sutter Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.