Capital Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Capital Investment Advisory Services’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	$252K	Buy	2,288 +1,079	+89%	+$113K	0.02%	641
2026 Q1	$118K	Sell	1,209 -497	-29%	-$49.6K	0.01%	707
2025 Q4	$164K	Buy	1,706 +236	+16%	+$22.7K	0.01%	637
2025 Q3	$142K	Buy	1,470 +49	+3%	+$4.64K	0.01%	626
2025 Q2	$131K	Sell	1,421 -109	-7%	-$9.42K	0.01%	610
2025 Q1	$130K	Buy	1,530 +151	+11%	+$13.5K	0.01%	582
2024 Q4	$122K	Buy	1,379 +335	+32%	+$30.4K	0.01%	544
2024 Q3	$92K	Hold	1,044	–	–	0.01%	601
2024 Q2	$84.6K	Sell	1,044 -5	-0.5%	-$407	0.01%	587
2024 Q1	$88.2K	Buy	1,049 +12	+1%	+$951	0.01%	579
2023 Q4	$80.6K	Sell	1,037 -69	-6%	-$4.9K	0.01%	615
2023 Q3	$76.6K	Sell	1,106 -40	-3%	-$2.92K	0.01%	586
2023 Q2	$83.7K	Buy	1,146 +109	+11%	+$7.58K	0.01%	557
2023 Q1	$72.5K	Buy	1,037 +39	+4%	+$2.75K	0.01%	568
2022 Q4	$67.3K	Hold	998	–	–	0.01%	589
2022 Q3	$62K	Sell	998 -101	-9%	-$6.95K	0.01%	554
2022 Q2	$71K	Sell	1,099 -86	-7%	-$6.12K	0.01%	567
2022 Q1	$92K	Sell	1,185 -246	-17%	-$18.9K	0.01%	573
2021 Q4	$119K	Hold	1,431	–	–	0.01%	529
2021 Q3	$112K	Sell	1,431 -244	-15%	-$19.5K	0.01%	505
2021 Q2	$133K	Buy	1,675 +662	+65%	+$51.4K	0.02%	504
2021 Q1	$75K	Buy	1,013 +318	+46%	+$23K	0.01%	504
2020 Q4	$48K	Hold	695	–	–	0.01%	523
2020 Q3	$40K	Hold	695	–	–	0.01%	466
2020 Q2	$37K	Hold	695	–	–	0.01%	422
2020 Q1	$30K	Hold	695	–	–	0.01%	409
2019 Q4	$41K	Sell	695 -40	-5%	-$2.3K	0.01%	403
2019 Q3	$41K	Hold	735	–	–	0.01%	611
2019 Q2	$41K	Hold	735	–	–	0.01%	599
2019 Q1	$40K	Sell	735 -292	-28%	-$15.1K	0.01%	533
2018 Q4	$48K	Buy	+1,027	New	+$51.8K	0.02%	463

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Capital Investment Advisory Services's IWR Position: Q2 2026 in Review

Capital Investment Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 89% in Q2 2026, buying an estimated $113K and bringing the position to 2,288 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #641.

Capital Investment Advisory Services first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Capital Investment Advisory Services held 2,288 shares of iShares Russell Mid-Cap ETF worth $252K as of Q2 2026.
Capital Investment Advisory Services bought 1,079 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $113K.
iShares Russell Mid-Cap ETF made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #641 holding.
Capital Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.