Capital Analysts LLC’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 | $853K | Sell |
7,732
-197
| -2% | -$20.7K | 0.02% | 396 |
|
|
2026
Q1 | $771K | Buy |
7,929
+1,265
| +19% | +$126K | 0.02% | 373 |
|
|
2025
Q4 | $642K | Sell |
6,664
-136
| -2% | -$13.1K | 0.02% | 393 |
|
|
2025
Q3 | $656K | Sell |
6,800
-40
| -0.6% | -$3.79K | 0.02% | 378 |
|
|
2025
Q2 | $629K | Sell |
6,840
-86
| -1% | -$7.43K | 0.02% | 353 |
|
|
2025
Q1 | $589K | Buy |
6,926
+3,004
| +77% | +$268K | 0.02% | 340 |
|
|
2024
Q4 | $346K | Buy |
3,922
+415
| +12% | +$37.7K | 0.01% | 389 |
|
|
2024
Q3 | $309K | Buy |
3,507
+3
| +0.1% | +$253 | 0.01% | 390 |
|
|
2024
Q2 | $284K | Sell |
3,504
-108
| -3% | -$8.79K | 0.01% | 405 |
|
|
2024
Q1 | $303K | Buy |
3,612
+2
| +0.1% | +$158 | 0.01% | 372 |
|
|
2023
Q4 | $280K | Sell |
3,610
-41
| -1% | -$2.91K | 0.01% | 377 |
|
|
2023
Q3 | $253K | Hold |
3,651
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $267K | Buy |
3,651
+161
| +5% | +$11.2K | 0.01% | 348 |
|
|
2023
Q1 | $244K | Buy |
3,490
+45
| +1% | +$3.18K | 0.01% | 357 |
|
|
2022
Q4 | $232K | Buy |
3,445
+810
| +31% | +$54.6K | 0.01% | 380 |
|
|
2022
Q3 | $164K | Buy |
2,635
+1,680
| +176% | +$116K | 0.01% | 380 |
|
|
2022
Q2 | $62K | Buy |
955
+2
| +0.2% | +$142 | ﹤0.01% | 520 |
|
|
2022
Q1 | $75K | Buy |
953
+3
| +0.3% | +$231 | ﹤0.01% | 490 |
|
|
2021
Q4 | $79K | Buy |
950
+2
| +0.2% | +$164 | ﹤0.01% | 488 |
|
|
2021
Q3 | $74K | Buy |
948
+3
| +0.3% | +$240 | ﹤0.01% | 517 |
|
|
2021
Q2 | $75K | Buy |
945
+1
| +0.1% | +$78 | 0.01% | 503 |
|
|
2021
Q1 | $70K | Buy |
944
+756
| +402% | +$54.6K | ﹤0.01% | 533 |
|
|
2020
Q4 | $13K | Sell |
188
-12
| -6% | -$764 | ﹤0.01% | 549 |
|
|
2020
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 578 |
|
|
2020
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 535 |
|
|
2020
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 530 |
|
|
2019
Q4 | $12K | Buy |
+200
| New | +$11.5K | ﹤0.01% | 531 |
|
|
2019
Q3 | – | Sell |
-12
| Closed | -$1K | – | 712 |
|
|
2019
Q2 | $1K | Buy |
+12
| New | +$658 | ﹤0.01% | 659 |
|
|
2019
Q1 | – | Sell |
-59
| Closed | -$3K | – | 671 |
|
|
2018
Q4 | $3K | Buy |
59
+47
| +392% | +$2.37K | ﹤0.01% | 532 |
|
|
2018
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 548 |
|
|
2018
Q2 | $1K | Buy |
+12
| New | +$632 | ﹤0.01% | 558 |
|
|
2017
Q3 | – | Sell |
-536
| Closed | -$25.7K | – | 460 |
|
|
2017
Q2 | $25.7K | Buy |
+536
| New | +$25.4K | ﹤0.01% | 346 |
|
|
2016
Q4 | – | Sell |
-48
| Closed | -$2.09K | – | 372 |
|
|
2016
Q3 | $2.09K | Hold |
48
| – | – | ﹤0.01% | 359 |
|
|
2016
Q2 | $2.02K | Buy |
+48
| New | +$1.98K | ﹤0.01% | 322 |
|
Other funds holding IWR
Capital Analysts LLC's IWR Position: Q2 2026 in Review
Capital Analysts LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q2 2026, selling an estimated $20.7K and leaving 7,732 shares worth $853K. The position accounts for 0.02% of the portfolio, ranked #396.
Capital Analysts LLC first reported a position in IWR in Q2 2016 and has held it in 34 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Capital Analysts LLC held 7,732 shares of iShares Russell Mid-Cap ETF worth $853K as of Q2 2026.
- Capital Analysts LLC sold 197 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20.7K.
- iShares Russell Mid-Cap ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #396 holding.
- Capital Analysts LLC first reported a position in iShares Russell Mid-Cap ETF in Q2 2016 and has held it in 34 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.