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 Q2	$2.21M	Buy	20,056 +1,462	+8%	+$154K	0.01%	270
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 $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Clark Capital Management Group's IWR Position: Q2 2026 in Review

Clark Capital Management Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.9% in Q2 2026, buying an estimated $154K and bringing the position to 20,056 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #270.

Clark Capital Management Group first reported a position in IWR in Q2 2013 and has held it in 23 quarters since. The position peaked at $40.1M in Q1 2015. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clark Capital Management Group held 20,056 shares of iShares Russell Mid-Cap ETF worth $2.21M as of Q2 2026.
Clark Capital Management Group bought 1,462 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $154K.
iShares Russell Mid-Cap ETF made up 0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #270 holding.
Clark Capital Management Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 23 quarters since.
Clark Capital Management Group's iShares Russell Mid-Cap ETF position peaked at $40.1M in Q1 2015.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.