Clark Capital Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clark Capital Management 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 Q1	$1.81M	Sell	18,594 -1,260	-6%	-$126K	0.01%	279
2025 Q4	$1.91M	Buy	19,854 +8,165	+70%	+$785K	0.01%	266
2025 Q3	$1.13M	Buy	11,689 +898	+8%	+$85.1K	0.01%	284
2025 Q2	$992K	Sell	10,791 -506	-4%	-$43.7K	0.01%	295
2025 Q1	$961K	Buy	11,297 +7,512	+198%	+$670K	0.01%	300
2024 Q4	$335K	Buy	+3,785	New	+$344K	﹤0.01%	362
2023 Q1	–	Sell	-4,644	Closed	-$313K	–	351
2022 Q4	$313K	Sell	4,644 -929	-17%	-$62.6K	﹤0.01%	322
2022 Q3	$346K	Sell	5,573 -14	-0.3%	-$963	﹤0.01%	308
2022 Q2	$361K	Buy	5,587 +1,155	+26%	+$82.2K	﹤0.01%	286
2022 Q1	$346K	Buy	4,432 +1,574	+55%	+$121K	﹤0.01%	326
2021 Q4	$237K	Buy	2,858 +156	+6%	+$12.8K	﹤0.01%	342
2021 Q3	$211K	Buy	2,702 +116	+4%	+$9.29K	﹤0.01%	323
2021 Q2	$205K	Buy	+2,586	New	+$201K	﹤0.01%	328
2016 Q4	–	Sell	-42,088	Closed	-$1.83M	–	317
2016 Q3	$1.83M	Sell	42,088 -119,620	-74%	-$5.19M	0.11%	176
2016 Q2	$6.8M	Buy	+161,708	New	+$6.68M	0.44%	69
2015 Q3	–	Sell	-238,660	Closed	-$10.2M	–	327
2015 Q2	$10.2M	Sell	238,660 -687,512	-74%	-$29.9M	0.93%	28
2015 Q1	$40.1M	Buy	926,172 +622,956	+205%	+$26.5M	3.64%	2
2014 Q4	$12.7M	Buy	+303,216	New	+$12.3M	1.16%	14
2014 Q3	–	Sell	-618,836	Closed	-$25.1M	–	319
2014 Q2	$25.1M	Sell	618,836 -25,144	-4%	-$980K	2.09%	9
2014 Q1	$24.9M	Buy	+643,980	New	+$24.4M	2.15%	6
2013 Q4	–	Sell	-510,788	Closed	-$17.8M	–	359
2013 Q3	$17.8M	Sell	510,788 -36,764	-7%	-$1.26M	1.4%	13
2013 Q2	$17.8M	Buy	+547,552	New	+$17.7M	1.64%	11

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clark Capital Management Group's IWR Position: Q1 2026 in Review

Clark Capital Management Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.3% in Q1 2026, selling an estimated $126K and leaving 18,594 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #279.

Clark Capital Management Group first reported a position in IWR in Q2 2013 and has held it in 22 quarters since. The position peaked at $40.1M in Q1 2015. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Clark Capital Management Group held 18,594 shares of iShares Russell Mid-Cap ETF worth $1.81M as of Q1 2026.
Clark Capital Management Group sold 1,260 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $126K.
iShares Russell Mid-Cap ETF made up 0.01% of Clark Capital Management Group's portfolio in Q1 2026, its #279 holding.
Clark Capital Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 22 quarters since.
Clark Capital Management Group's iShares Russell Mid-Cap ETF position peaked at $40.1M in Q1 2015.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Clark Capital Management Group's 13F filing for Q1 2026, filed 15 May 2026.