CWA Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CWA Asset Management Group’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	$1.02M	Buy	9,249 +335	+4%	+$35.2K	0.03%	391
2026 Q1	$867K	Buy	8,914 +2,175	+32%	+$217K	0.03%	396
2025 Q4	$649K	Buy	6,739 +10	+0.1%	+$961	0.02%	415
2025 Q3	$650K	Sell	6,729 -550	-8%	-$52.1K	0.02%	431
2025 Q2	$669K	Buy	7,279 +4,305	+145%	+$372K	0.03%	408
2025 Q1	$253K	Hold	2,974	–	–	0.01%	544
2024 Q4	$263K	Hold	2,974	–	–	0.01%	500
2024 Q3	$262K	Buy	+2,974	New	+$251K	0.01%	505
2024 Q1	$228K	Buy	+2,714	New	+$215K	0.01%	485
2022 Q1	–	Sell	-2,517	Closed	-$209K	–	312
2021 Q4	$209K	Buy	+2,517	New	+$207K	0.02%	289
2021 Q3	–	Sell	-4,188	Closed	-$334K	–	294
2021 Q2	$334K	Sell	4,188 -76	-2%	-$5.89K	0.03%	210
2021 Q1	$315K	Buy	+4,264	New	+$308K	0.03%	204

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

CWA Asset Management Group's IWR Position: Q2 2026 in Review

CWA Asset Management Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, buying an estimated $35.2K and bringing the position to 9,249 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #391.

CWA Asset Management Group first reported a position in IWR in Q1 2021 and has held it in 12 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

CWA Asset Management Group held 9,249 shares of iShares Russell Mid-Cap ETF worth $1.02M as of Q2 2026.
CWA Asset Management Group bought 335 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $35.2K.
iShares Russell Mid-Cap ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #391 holding.
CWA Asset Management Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 12 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.