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Clarity Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clarity Capital Partners’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
2025
Q2 		$522K Hold
5,681
– – 0.19% 52
2025
Q1 		$483K Sell
5,681
-100
-2% -$8.92K 0.19% 61
2024
Q4 		$511K Buy
5,781
+215
+4% +$19.5K 0.26% 61
2024
Q3 		$491K Buy
5,566
+150
+3% +$12.6K 0.29% 67
2024
Q2 		$439K Sell
5,416
-88
-2% -$7.16K 0.27% 76
2024
Q1 		$463K Sell
5,504
-40
-0.7% -$3.17K 0.3% 73
2023
Q4 		$431K Buy
+5,544
New +$394K 0.3% 70

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clarity Capital Partners's IWR Position: Q2 2025 in Review

Clarity Capital Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2025 at 5,681 shares worth $522K. The position accounts for 0.19% of the portfolio, ranked #52.

Clarity Capital Partners first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Clarity Capital Partners held 5,681 shares of iShares Russell Mid-Cap ETF worth $522K as of Q2 2025.
  • Clarity Capital Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2025.
  • iShares Russell Mid-Cap ETF made up 0.19% of Clarity Capital Partners's portfolio in Q2 2025, its #52 holding.
  • Clarity Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.