Cambridge Investment Research 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
Q1 | $50.5M | Buy |
519,587
+42,889
| +9% | +$4.28M | 0.13% | 145 |
|
|
2025
Q4 | $45.9M | Sell |
476,698
-2,762
| -0.6% | -$266K | 0.12% | 159 |
|
|
2025
Q3 | $46.3M | Buy |
479,460
+2,158
| +0.5% | +$205K | 0.13% | 142 |
|
|
2025
Q2 | $43.9M | Buy |
477,302
+6,804
| +1% | +$588K | 0.13% | 133 |
|
|
2025
Q1 | $40M | Sell |
470,498
-3,692
| -0.8% | -$329K | 0.14% | 146 |
|
|
2024
Q4 | $41.9M | Buy |
474,190
+10,048
| +2% | +$912K | 0.14% | 134 |
|
|
2024
Q3 | $40.9M | Sell |
464,142
-27,268
| -6% | -$2.3M | 0.14% | 139 |
|
|
2024
Q2 | $39.8M | Buy |
491,410
+10,502
| +2% | +$855K | 0.15% | 125 |
|
|
2024
Q1 | $40.4M | Buy |
480,908
+16,368
| +4% | +$1.3M | 0.16% | 123 |
|
|
2023
Q4 | $36.1M | Buy |
464,540
+16,943
| +4% | +$1.2M | 0.15% | 125 |
|
|
2023
Q3 | $31M | Buy |
447,597
+28,146
| +7% | +$2.05M | 0.14% | 132 |
|
|
2023
Q2 | $30.6M | Buy |
419,451
+16,781
| +4% | +$1.17M | 0.14% | 145 |
|
|
2023
Q1 | $28.2M | Sell |
402,670
-1,860
| -0.5% | -$131K | 0.14% | 145 |
|
|
2022
Q4 | $27.3M | Sell |
404,530
-823
| -0.2% | -$55.5K | 0.14% | 147 |
|
|
2022
Q3 | $25.2M | Buy |
405,353
+4,881
| +1% | +$336K | 0.14% | 145 |
|
|
2022
Q2 | $25.9M | Buy |
400,472
+7,156
| +2% | +$509K | 0.14% | 150 |
|
|
2022
Q1 | $30.7M | Buy |
393,316
+23,976
| +6% | +$1.85M | 0.14% | 146 |
|
|
2021
Q4 | $30.7M | Sell |
369,340
-38,855
| -10% | -$3.19M | 0.14% | 155 |
|
|
2021
Q3 | $31.9M | Sell |
408,195
-12,693
| -3% | -$1.02M | 0.16% | 125 |
|
|
2021
Q2 | $33.4M | Buy |
420,888
+63,198
| +18% | +$4.9M | 0.16% | 124 |
|
|
2021
Q1 | $26.4M | Buy |
357,690
+59,273
| +20% | +$4.28M | 0.14% | 146 |
|
|
2020
Q4 | $20.5M | Buy |
298,417
+89,526
| +43% | +$5.7M | 0.12% | 173 |
|
|
2020
Q3 | $12M | Buy |
208,891
+8,589
| +4% | +$489K | 0.08% | 238 |
|
|
2020
Q2 | $10.7M | Buy |
200,302
+14,377
| +8% | +$721K | 0.08% | 246 |
|
|
2020
Q1 | $8.03M | Sell |
185,925
-8,786
| -5% | -$484K | 0.08% | 247 |
|
|
2019
Q4 | $11.6M | Buy |
194,711
+5,875
| +3% | +$337K | 0.09% | 224 |
|
|
2019
Q3 | $10.6M | Sell |
188,836
-30,290
| -14% | -$1.69M | 0.09% | 226 |
|
|
2019
Q2 | $12.2M | Sell |
219,126
-16,897
| -7% | -$927K | 0.11% | 184 |
|
|
2019
Q1 | $12.7M | Buy |
236,023
+74,208
| +46% | +$3.84M | 0.12% | 168 |
|
|
2018
Q4 | $7.52M | Sell |
161,815
-246,465
| -60% | -$12.4M | 0.08% | 231 |
|
|
2018
Q3 | $22.5M | Buy |
408,280
+213,548
| +110% | +$11.7M | 0.21% | 101 |
|
|
2018
Q2 | $10.3M | Buy |
194,732
+6,424
| +3% | +$338K | 0.11% | 186 |
|
|
2018
Q1 | $9.72M | Buy |
188,308
+28,716
| +18% | +$1.51M | 0.11% | 186 |
|
|
2017
Q4 | $8.3M | Buy |
159,592
+23,564
| +17% | +$1.2M | 0.1% | 202 |
|
|
2017
Q3 | $6.7M | Buy |
136,028
+11,608
| +9% | +$560K | 0.09% | 215 |
|
|
2017
Q2 | $5.98M | Buy |
124,420
+4,388
| +4% | +$208K | 0.09% | 215 |
|
|
2017
Q1 | $5.62M | Buy |
120,032
+5,096
| +4% | +$236K | 0.1% | 205 |
|
|
2016
Q4 | $5.14M | Buy |
114,936
+3,892
| +4% | +$170K | 0.1% | 200 |
|
|
2016
Q3 | $4.84M | Sell |
111,044
-52,768
| -32% | -$2.29M | 0.09% | 208 |
|
|
2016
Q2 | $6.89M | Buy |
163,812
+9,552
| +6% | +$394K | 0.15% | 132 |
|
|
2016
Q1 | $6.28M | Sell |
154,260
-3,580
| -2% | -$136K | 0.14% | 134 |
|
|
2015
Q4 | $6.32M | Buy |
157,840
+3,860
| +3% | +$157K | 0.15% | 130 |
|
|
2015
Q3 | $5.99M | Sell |
153,980
-3,108
| -2% | -$129K | 0.17% | 123 |
|
|
2015
Q2 | $6.69M | Buy |
157,088
+2,464
| +2% | +$107K | 0.18% | 114 |
|
|
2015
Q1 | $6.69M | Buy |
154,624
+456
| +0.3% | +$19.4K | 0.19% | 108 |
|
|
2014
Q4 | $6.44M | Buy |
154,168
+1,956
| +1% | +$79.4K | 0.2% | 107 |
|
|
2014
Q3 | $6.03M | Sell |
152,212
-4,212
| -3% | -$170K | 0.18% | 123 |
|
|
2014
Q2 | $6.36M | Buy |
156,424
+4,876
| +3% | +$190K | 0.22% | 101 |
|
|
2014
Q1 | $5.86M | Sell |
151,548
-21,884
| -13% | -$830K | 0.22% | 103 |
|
|
2013
Q4 | $6.5M | Buy |
173,432
+308
| +0.2% | +$11.1K | 0.27% | 79 |
|
|
2013
Q3 | $6.02M | Sell |
173,124
-748
| -0.4% | -$25.6K | 0.26% | 82 |
|
|
2013
Q2 | $5.65M | Buy |
+173,872
| New | +$5.64M | 0.29% | 75 |
|
Other funds holding IWR
Cambridge Investment Research Advisors's IWR Position: Q1 2026 in Review
Cambridge Investment Research Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 9% in Q1 2026, buying an estimated $4.28M and bringing the position to 519,587 shares worth $50.5M. The position accounts for 0.13% of the portfolio, ranked #145.
Cambridge Investment Research Advisors first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Cambridge Investment Research Advisors held 519,587 shares of iShares Russell Mid-Cap ETF worth $50.5M as of Q1 2026.
- Cambridge Investment Research Advisors bought 42,889 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.28M.
- iShares Russell Mid-Cap ETF made up 0.13% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #145 holding.
- Cambridge Investment Research Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.