CA
IWR icon

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
Q3 		$863K Buy
8,091
+2,181
+37% +$241K 0.02% 413
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

CoreCap Advisors's IWR Position: Q3 2026 in Review

CoreCap Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 37% in Q3 2026, buying an estimated $241K and bringing the position to 8,091 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #413.

CoreCap Advisors first reported a position in IWR in Q4 2021 and has held it in 15 quarters since. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • CoreCap Advisors held 8,091 shares of iShares Russell Mid-Cap ETF worth $863K as of Q3 2026.
  • CoreCap Advisors bought 2,181 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $241K.
  • iShares Russell Mid-Cap ETF made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #413 holding.
  • CoreCap Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.