Clear Harbor Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clear Harbor Asset Management’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	$1.98M	Buy	17,939 +192	+1%	+$20.2K	0.12%	139
2026 Q1	$1.73M	Hold	17,747	–	–	0.12%	143
2025 Q4	$1.71M	Buy	17,747 +78	+0.4%	+$7.5K	0.12%	140
2025 Q3	$1.71M	Hold	17,669	–	–	0.12%	140
2025 Q2	$1.63M	Hold	17,669	–	–	0.12%	129
2025 Q1	$1.5M	Hold	17,669	–	–	0.12%	129
2024 Q4	$1.56M	Buy	17,669 +282	+2%	+$25.6K	0.12%	126
2024 Q3	$1.53M	Hold	17,387	–	–	0.12%	125
2024 Q2	$1.41M	Hold	17,387	–	–	0.12%	131
2024 Q1	$1.46M	Hold	17,387	–	–	0.13%	128
2023 Q4	$1.35M	Hold	17,387	–	–	0.12%	130
2023 Q3	$1.2M	Buy	17,387 +343	+2%	+$25K	0.12%	129
2023 Q2	$1.24M	Buy	17,044 +186	+1%	+$12.9K	0.12%	132
2023 Q1	$1.18M	Buy	16,858 +946	+6%	+$66.8K	0.12%	145
2022 Q4	$1.07M	Buy	15,912 +1,507	+10%	+$102K	0.13%	131
2022 Q3	$895K	Buy	14,405 +1,796	+14%	+$124K	0.12%	129
2022 Q2	$815K	Buy	12,609 +4,412	+54%	+$314K	0.11%	151
2022 Q1	$640K	Buy	8,197 +1,850	+29%	+$142K	0.07%	189
2021 Q4	$527K	Buy	6,347 +578	+10%	+$47.4K	0.06%	231
2021 Q3	$451K	Buy	+5,769	New	+$462K	0.01%	242

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

Clear Harbor Asset Management's IWR Position: Q2 2026 in Review

Clear Harbor Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, buying an estimated $20.2K and bringing the position to 17,939 shares worth $1.98M. The position accounts for 0.12% of the portfolio, ranked #139.

Clear Harbor Asset Management first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clear Harbor Asset Management held 17,939 shares of iShares Russell Mid-Cap ETF worth $1.98M as of Q2 2026.
Clear Harbor Asset Management bought 192 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20.2K.
iShares Russell Mid-Cap ETF made up 0.12% of Clear Harbor Asset Management's portfolio in Q2 2026, its #139 holding.
Clear Harbor Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clear Harbor Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.