CPIG
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Chicago Partners Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chicago Partners Investment Group’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 		$7.3M Buy
67,086
+1,796
+3% +$189K 0.15% 122
2026
Q1 		$6.78M Buy
65,290
+804
+1% +$80.3K 0.15% 121
2025
Q4 		$6.47M Sell
64,486
-416
-0.6% -$40K 0.16% 120
2025
Q3 		$6.27M Buy
64,902
+3,057
+5% +$290K 0.16% 122
2025
Q2 		$5.88M Buy
61,845
+6,268
+11% +$541K 0.17% 122
2025
Q1 		$4.76M Buy
55,577
+27,122
+95% +$2.42M 0.16% 130
2024
Q4 		$2.53M Sell
28,455
-35
-0.1% -$3.18K 0.08% 199
2024
Q3 		$2.52M Buy
28,490
+349
+1% +$29.4K 0.09% 183
2024
Q2 		$2.38M Buy
28,141
+131
+0.5% +$10.7K 0.09% 196
2024
Q1 		$2.25M Buy
28,010
+470
+2% +$37.2K 0.1% 193
2023
Q4 		$2.11M Buy
27,540
+34
+0.1% +$2.42K 0.1% 190
2023
Q3 		$1.82M Buy
27,506
+147
+0.5% +$10.7K 0.1% 200
2023
Q2 		$2.04M Buy
27,359
+2,194
+9% +$153K 0.11% 181
2023
Q1 		$1.76M Buy
25,165
+126
+0.5% +$8.9K 0.1% 194
2022
Q4 		$1.86M Sell
25,039
-1,267
-5% -$85.4K 0.11% 175
2022
Q3 		$1.76M Buy
26,306
+225
+0.9% +$15.5K 0.13% 153
2022
Q2 		$1.85M Buy
26,081
+934
+4% +$66.5K 0.13% 145
2022
Q1 		$1.72M Buy
25,147
+51
+0.2% +$3.93K 0.13% 145
2021
Q4 		$1.91M Sell
25,096
-1,690
-6% -$139K 0.14% 149
2021
Q3 		$2.26M Sell
26,786
-2,094
-7% -$168K 0.16% 130
2021
Q2 		$2.3M Buy
28,880
+4,899
+20% +$380K 0.17% 116
2021
Q1 		$1.88M Buy
23,981
+131
+0.5% +$9.47K 0.16% 124
2020
Q4 		$1.7M Buy
23,850
+1,716
+8% +$109K 0.16% 118
2020
Q3 		$1.33M Buy
22,134
+90
+0.4% +$5.12K 0.16% 114
2020
Q2 		$1.24M Buy
22,044
+498
+2% +$25K 0.16% 110
2020
Q1 		$1.03M Buy
21,546
+2,635
+14% +$145K 0.16% 112
2019
Q4 		$1.16M Buy
18,911
+5,442
+40% +$312K 0.14% 114
2019
Q3 		$760K Buy
13,469
+48
+0.4% +$2.68K 0.11% 143
2019
Q2 		$757K Buy
13,421
+45
+0.3% +$2.47K 0.11% 134
2019
Q1 		$739K Buy
13,376
+45
+0.3% +$2.33K 0.11% 135
2018
Q4 		$652K Sell
13,331
-39,741
-75% -$2M 0.1% 163
2018
Q3 		$652K Buy
53,072
+40,328
+316% +$2.21M 0.1% 158
2018
Q2 		$676K Hold
12,744
– – 0.1% 144
2018
Q1 		$658K Buy
12,744
+44
+0.3% +$2.32K 0.11% 129
2017
Q4 		$661K Buy
12,700
+108
+0.9% +$5.48K 0.11% 133
2017
Q3 		$621K Buy
12,592
+11,160
+779% +$539K 0.11% 136
2017
Q2 		$66K Sell
1,432
-8,524
-86% -$404K 0.02% 334
2017
Q1 		$466K Buy
9,956
+32
+0.3% +$1.48K 0.13% 113
2016
Q4 		$444K Buy
9,924
+88
+0.9% +$3.85K 0.16% 107
2016
Q3 		$429K Buy
9,836
+40
+0.4% +$1.73K 0.17% 101
2016
Q2 		$412K Hold
9,796
– – 0.2% 78
2016
Q1 		$399K Buy
9,796
+592
+6% +$22.5K 0.21% 73
2015
Q4 		$368K Buy
9,204
+2,252
+32% +$91.8K 0.18% 94
2015
Q3 		$270K Sell
6,952
-5,380
-44% -$223K 0.15% 99
2015
Q2 		$525K Sell
12,332
-412
-3% -$17.9K 0.24% 68
2015
Q1 		$532K Buy
+12,744
New +$542K 0.23% 67

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Chicago Partners Investment Group's IWR Position: Q2 2026 in Review

Chicago Partners Investment Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q2 2026, buying an estimated $189K and bringing the position to 67,086 shares worth $7.3M. The position accounts for 0.15% of the portfolio, ranked #122.

Chicago Partners Investment Group first reported a position in IWR in Q1 2015 and has held it in 46 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Chicago Partners Investment Group held 67,086 shares of iShares Russell Mid-Cap ETF worth $7.3M as of Q2 2026.
  • Chicago Partners Investment Group bought 1,796 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $189K.
  • iShares Russell Mid-Cap ETF made up 0.15% of Chicago Partners Investment Group's portfolio in Q2 2026, its #122 holding.
  • Chicago Partners Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.