Commonwealth Equity Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $84M | Sell |
863,947
-45,168
| -5% | -$4.51M | 0.12% | 169 |
|
|
2025
Q4 | $87.5M | Sell |
909,115
-127,353
| -12% | -$12.2M | 0.12% | 161 |
|
|
2025
Q3 | $100M | Buy |
1,036,468
+72,772
| +8% | +$6.9M | 0.13% | 149 |
|
|
2025
Q2 | $88.6M | Sell |
963,696
-140,802
| -13% | -$12.2M | 0.12% | 175 |
|
|
2025
Q1 | $94M | Buy |
1,104,498
+105,455
| +11% | +$9.41M | 0.13% | 149 |
|
|
2024
Q4 | $88.3M | Buy |
999,043
+28,109
| +3% | +$2.55M | 0.13% | 150 |
|
|
2024
Q3 | $85.6M | Sell |
970,934
-19,061
| -2% | -$1.61M | 0.13% | 148 |
|
|
2024
Q2 | $80.3M | Sell |
989,995
-131,157
| -12% | -$10.7M | 0.13% | 148 |
|
|
2024
Q1 | $94.3M | Buy |
1,121,152
+813
| +0.1% | +$64.4K | 0.16% | 124 |
|
|
2023
Q4 | $87.1M | Buy |
1,120,339
+41,410
| +4% | +$2.94M | 0.16% | 130 |
|
|
2023
Q3 | $74.7M | Sell |
1,078,929
-18,334
| -2% | -$1.34M | 0.15% | 131 |
|
|
2023
Q2 | $80.1M | Buy |
1,097,263
+51,895
| +5% | +$3.61M | 0.16% | 124 |
|
|
2023
Q1 | $73.1K | Buy |
1,045,368
+139,240
| +15% | +$9.83M | 0.15% | 129 |
|
|
2022
Q4 | $61.1M | Buy |
906,128
+32,122
| +4% | +$2.17M | 0.15% | 146 |
|
|
2022
Q3 | $54.3M | Buy |
874,006
+19,627
| +2% | +$1.35M | 0.14% | 141 |
|
|
2022
Q2 | $55.2M | Buy |
854,379
+7,535
| +0.9% | +$536K | 0.14% | 143 |
|
|
2022
Q1 | $66.1M | Buy |
846,844
+33,690
| +4% | +$2.59M | 0.15% | 136 |
|
|
2021
Q4 | $67.5M | Buy |
813,154
+3,771
| +0.5% | +$310K | 0.15% | 136 |
|
|
2021
Q3 | $63.3M | Sell |
809,383
-28,802
| -3% | -$2.31M | 0.16% | 135 |
|
|
2021
Q2 | $66.4M | Sell |
838,185
-22,883
| -3% | -$1.78M | 0.17% | 128 |
|
|
2021
Q1 | $63.7M | Buy |
861,068
+42,151
| +5% | +$3.05M | 0.18% | 123 |
|
|
2020
Q4 | $56.1M | Buy |
818,917
+17,516
| +2% | +$1.12M | 0.17% | 127 |
|
|
2020
Q3 | $46M | Sell |
801,401
-2,299
| -0.3% | -$131K | 0.16% | 137 |
|
|
2020
Q2 | $43.1M | Sell |
803,700
-14,142
| -2% | -$709K | 0.16% | 130 |
|
|
2020
Q1 | $35.3M | Sell |
817,842
-124,939
| -13% | -$6.88M | 0.16% | 125 |
|
|
2019
Q4 | $56.2M | Buy |
942,781
+27,342
| +3% | +$1.57M | 0.21% | 99 |
|
|
2019
Q3 | $51.2M | Sell |
915,439
-66,263
| -7% | -$3.7M | 0.22% | 90 |
|
|
2019
Q2 | $54.8M | Sell |
981,702
-4,089
| -0.4% | -$224K | 0.24% | 84 |
|
|
2019
Q1 | $53.2M | Buy |
985,791
+62,512
| +7% | +$3.24M | 0.25% | 85 |
|
|
2018
Q4 | $42.9M | Sell |
923,279
-105,865
| -10% | -$5.34M | 0.23% | 88 |
|
|
2018
Q3 | $56.7M | Buy |
1,029,144
+115,884
| +13% | +$6.35M | 0.27% | 74 |
|
|
2018
Q2 | $48.4M | Buy |
913,260
+31,100
| +4% | +$1.64M | 0.25% | 84 |
|
|
2018
Q1 | $45.5M | Sell |
882,160
-84,028
| -9% | -$4.43M | 0.25% | 89 |
|
|
2017
Q4 | $50.3M | Buy |
966,188
+7,960
| +0.8% | +$404K | 0.27% | 84 |
|
|
2017
Q3 | $47.2M | Sell |
958,228
-1,024
| -0.1% | -$49.4K | 0.28% | 80 |
|
|
2017
Q2 | $46.1M | Sell |
959,252
-748
| -0.1% | -$35.5K | 0.29% | 76 |
|
|
2017
Q1 | $44.9M | Buy |
960,000
+5,264
| +0.6% | +$244K | 0.3% | 73 |
|
|
2016
Q4 | $42.7M | Sell |
954,736
-21,244
| -2% | -$929K | 0.32% | 70 |
|
|
2016
Q3 | $42.5M | Buy |
975,980
+7,676
| +0.8% | +$333K | 0.34% | 66 |
|
|
2016
Q2 | $40.7M | Buy |
968,304
+4,124
| +0.4% | +$170K | 0.34% | 64 |
|
|
2016
Q1 | $39.3M | Sell |
964,180
-113,004
| -10% | -$4.3M | 0.35% | 60 |
|
|
2015
Q4 | $43.1M | Buy |
1,077,184
+65,116
| +6% | +$2.65M | 0.41% | 50 |
|
|
2015
Q3 | $39.4M | Sell |
1,012,068
-66,516
| -6% | -$2.75M | 0.41% | 49 |
|
|
2015
Q2 | $45.9M | Buy |
1,078,584
+74,512
| +7% | +$3.24M | 0.46% | 41 |
|
|
2015
Q1 | $43.5M | Sell |
1,004,072
-5,172
| -0.5% | -$220K | 0.45% | 41 |
|
|
2014
Q4 | $42.1M | Buy |
1,009,244
+325,616
| +48% | +$13.2M | 0.47% | 41 |
|
|
2014
Q3 | $27.1M | Sell |
683,628
-74,672
| -10% | -$3.01M | 0.33% | 60 |
|
|
2014
Q2 | $30.8M | Buy |
758,300
+89,924
| +13% | +$3.51M | 0.38% | 53 |
|
|
2014
Q1 | $25.9M | Sell |
668,376
-1,784
| -0.3% | -$67.6K | 0.36% | 55 |
|
|
2013
Q4 | $25.1M | Buy |
670,160
+95,092
| +17% | +$3.44M | 0.37% | 55 |
|
|
2013
Q3 | $20M | Buy |
575,068
+18,624
| +3% | +$636K | 0.32% | 63 |
|
|
2013
Q2 | $18.1M | Buy |
+556,444
| New | +$18M | 0.32% | 68 |
|
Other funds holding IWR
Commonwealth Equity Services's IWR Position: Q1 2026 in Review
Commonwealth Equity Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5% in Q1 2026, selling an estimated $4.51M and leaving 863,947 shares worth $84M. The position accounts for 0.12% of the portfolio, ranked #169.
Commonwealth Equity Services first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $100M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Commonwealth Equity Services held 863,947 shares of iShares Russell Mid-Cap ETF worth $84M as of Q1 2026.
- Commonwealth Equity Services sold 45,168 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.51M.
- iShares Russell Mid-Cap ETF made up 0.12% of Commonwealth Equity Services's portfolio in Q1 2026, its #169 holding.
- Commonwealth Equity Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's iShares Russell Mid-Cap ETF position peaked at $100M in Q3 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.