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

CoreCap 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 Q2	$652K	Sell	5,910 -296	-5%	-$31.1K	0.02%	484
2026 Q1	$603K	Sell	6,206 -93	-1%	-$9.29K	0.02%	476
2025 Q4	$606K	Sell	6,299 -16	-0.3%	-$1.54K	0.02%	474
2025 Q3	$610K	Buy	6,315 +1,065	+20%	+$101K	0.02%	485
2025 Q2	$483K	Buy	5,250 +65	+1%	+$5.62K	0.02%	521
2025 Q1	$441K	Buy	5,185 +324	+7%	+$28.9K	0.02%	502
2024 Q4	$430K	Sell	4,861 -185	-4%	-$16.8K	0.02%	509
2024 Q3	$445K	Buy	+5,046	New	+$425K	0.02%	494
2024 Q2	–	Sell	-7,480	Closed	-$629K	–	2111
2024 Q1	$629K	Buy	7,480 +341	+5%	+$27K	0.03%	360
2023 Q4	$555K	Sell	7,139 -672	-9%	-$47.7K	0.04%	333
2023 Q3	$541K	Buy	+7,811	New	+$570K	0.04%	311
2022 Q4	$33.3K	Buy	+493	New	+$33.2K	﹤0.01%	1123
2022 Q3	–	Sell	-30	Closed	-$2K	–	1306
2022 Q2	$2K	Buy	+30	New	+$2.14K	﹤0.01%	1876
2022 Q1	–	Sell	-20	Closed	-$2K	–	1309
2021 Q4	$2K	Buy	+20	New	+$1.64K	﹤0.01%	1961

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

CoreCap Advisors's IWR Position: Q2 2026 in Review

CoreCap Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.8% in Q2 2026, selling an estimated $31.1K and leaving 5,910 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #484.

CoreCap Advisors first reported a position in IWR in Q4 2021 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

CoreCap Advisors held 5,910 shares of iShares Russell Mid-Cap ETF worth $652K as of Q2 2026.
CoreCap Advisors sold 296 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $31.1K.
iShares Russell Mid-Cap ETF made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #484 holding.
CoreCap Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.