Courier Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Courier Capital’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	$4.21M	Buy	38,200 +2,408	+7%	+$253K	0.21%	109
2026 Q1	$3.48M	Sell	35,792 -5	-0%	-$499	0.19%	113
2025 Q4	$3.45M	Buy	35,797 +55	+0.2%	+$5.29K	0.19%	114
2025 Q3	$3.45M	Buy	35,742 +91	+0.3%	+$8.63K	0.2%	111
2025 Q2	$3.28M	Buy	35,651 +459	+1%	+$39.6K	0.2%	112
2025 Q1	$2.99M	Buy	35,192 +2,912	+9%	+$260K	0.2%	118
2024 Q4	$2.85M	Sell	32,280 -138	-0.4%	-$12.5K	0.2%	108
2024 Q3	$2.86M	Sell	32,418 -400	-1%	-$33.7K	0.2%	107
2024 Q2	$2.66M	Hold	32,818	–	–	0.21%	93
2024 Q1	$2.76M	Hold	32,818	–	–	0.2%	104
2023 Q4	$2.55M	Hold	32,818	–	–	0.19%	105
2023 Q3	$2.27M	Sell	32,818 -3,400	-9%	-$248K	0.19%	113
2023 Q2	$2.64M	Buy	36,218 +3,400	+10%	+$237K	0.21%	102
2023 Q1	$2.29M	Hold	32,818	–	–	0.25%	82
2022 Q4	$2.21M	Hold	32,818	–	–	0.26%	86
2022 Q3	$2.04M	Hold	32,818	–	–	0.25%	88
2022 Q2	$2.12M	Buy	32,818 +1,400	+4%	+$99.7K	0.25%	88
2022 Q1	$2.45M	Sell	31,418 -1,041	-3%	-$80.1K	0.25%	85
2021 Q4	$2.69M	Hold	32,459	–	–	0.25%	85
2021 Q3	$2.54M	Hold	32,459	–	–	0.24%	86
2021 Q2	$2.57M	Hold	32,459	–	–	0.24%	90
2021 Q1	$2.4M	Hold	32,459	–	–	0.24%	90
2020 Q4	$2.23M	Hold	32,459	–	–	0.24%	88
2020 Q3	$2.01M	Buy	32,459 +1,475	+5%	+$84K	0.24%	89
2020 Q2	$1.67M	Buy	30,984 +188	+0.6%	+$9.42K	0.22%	90
2020 Q1	$1.41M	Hold	30,796	–	–	0.21%	88
2019 Q4	$1.85M	Sell	30,796 -36	-0.1%	-$2.07K	0.22%	89
2019 Q3	$1.69M	Buy	30,832 +1,282	+4%	+$71.7K	0.22%	91
2019 Q2	$1.65M	Hold	29,550	–	–	0.21%	90
2019 Q1	$1.59M	Sell	29,550 -215	-0.7%	-$11.1K	0.21%	93
2018 Q4	$1.38M	Buy	29,765 +481	+2%	+$24.3K	0.2%	97
2018 Q3	$1.61M	Sell	29,284 -264	-0.9%	-$14.5K	0.2%	101
2018 Q2	$1.57M	Hold	29,548	–	–	0.2%	102
2018 Q1	$1.52M	Sell	29,548 -232	-0.8%	-$12.2K	0.2%	103
2017 Q4	$1.55M	Buy	+29,780	New	+$1.51M	0.2%	98
2017 Q3	–	Sell	-29,916	Closed	-$1.44M	–	291
2017 Q2	$1.44M	Buy	29,916 +208	+0.7%	+$9.86K	0.25%	79
2017 Q1	$1.39M	Hold	29,708	–	–	0.24%	80
2016 Q4	$1.33M	Sell	29,708 -196	-0.7%	-$8.57K	0.25%	80
2016 Q3	$1.3M	Hold	29,904	–	–	0.26%	80
2016 Q2	$1.26M	Hold	29,904	–	–	0.25%	81
2016 Q1	$1.22M	Hold	29,904	–	–	0.25%	81
2015 Q4	$1.2M	Hold	29,904	–	–	0.26%	81
2015 Q3	$1.16M	Sell	29,904 -200	-0.7%	-$8.28K	0.26%	83
2015 Q2	$1.28M	Hold	30,104	–	–	0.26%	85
2015 Q1	$1.3M	Sell	30,104 -140	-0.5%	-$5.95K	0.26%	88
2014 Q4	$1.26M	Hold	30,244	–	–	0.25%	85
2014 Q3	$1.2M	Sell	30,244 -80	-0.3%	-$3.22K	0.24%	95
2014 Q2	$1.23M	Sell	30,324 -124	-0.4%	-$4.83K	0.24%	92
2014 Q1	$1.18M	Hold	30,448	–	–	0.24%	91
2013 Q4	$1.14M	Hold	30,448	–	–	0.24%	89
2013 Q3	$1.06M	Sell	30,448 -88	-0.3%	-$3.01K	0.24%	90
2013 Q2	$992K	Buy	+30,536	New	+$990K	0.25%	93

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Courier Capital's IWR Position: Q2 2026 in Review

Courier Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.7% in Q2 2026, buying an estimated $253K and bringing the position to 38,200 shares worth $4.21M. The position accounts for 0.21% of the portfolio, ranked #109.

Courier Capital first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 800 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Courier Capital held 38,200 shares of iShares Russell Mid-Cap ETF worth $4.21M as of Q2 2026.
Courier Capital bought 2,408 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $253K.
iShares Russell Mid-Cap ETF made up 0.21% of Courier Capital's portfolio in Q2 2026, its #109 holding.
Courier Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
800 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.