Concurrent Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Concurrent Investment Advisors’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	$22.4M	Buy	230,568 +10,063	+5%	+$1.01M	0.24%	86
2025 Q4	$21.2M	Buy	220,505 +202,694	+1,138%	+$19.5M	0.24%	83
2025 Q3	$1.72M	Buy	17,811 +470	+3%	+$44.6K	0.03%	502
2025 Q2	$1.59M	Buy	17,341 +614	+4%	+$53K	0.03%	486
2025 Q1	$1.42M	Buy	16,727 +5,852	+54%	+$522K	0.03%	445
2024 Q4	$961K	Buy	10,875 +65	+0.6%	+$5.9K	0.03%	495
2024 Q3	$953K	Sell	10,810 -614	-5%	-$51.7K	0.03%	478
2024 Q2	$926K	Buy	11,424 +947	+9%	+$77.1K	0.03%	447
2024 Q1	$881K	Sell	10,477 -136	-1%	-$10.8K	0.04%	397
2023 Q4	$825K	Buy	+10,613	New	+$754K	0.04%	369

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

Concurrent Investment Advisors's IWR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q1 2026, buying an estimated $1.01M and bringing the position to 230,568 shares worth $22.4M. The position accounts for 0.24% of the portfolio, ranked #86.

Concurrent Investment Advisors first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Concurrent Investment Advisors held 230,568 shares of iShares Russell Mid-Cap ETF worth $22.4M as of Q1 2026.
Concurrent Investment Advisors bought 10,063 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.01M.
iShares Russell Mid-Cap ETF made up 0.24% of Concurrent Investment Advisors's portfolio in Q1 2026, its #86 holding.
Concurrent Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.