Ellenbecker Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.18M | Sell |
22,401
-278
| -1% | -$27.8K | 0.29% | 26 |
|
|
2025
Q4 | $2.18M | Sell |
22,679
-210
| -0.9% | -$20.2K | 0.31% | 24 |
|
|
2025
Q3 | $2.21M | Buy |
22,889
+38
| +0.2% | +$3.6K | 0.33% | 24 |
|
|
2025
Q2 | $2.1M | Sell |
22,851
-884
| -4% | -$76.4K | 0.34% | 23 |
|
|
2025
Q1 | $2.02M | Sell |
23,735
-268
| -1% | -$23.9K | 0.36% | 28 |
|
|
2024
Q4 | $2.12M | Sell |
24,003
-193
| -0.8% | -$17.5K | 0.38% | 25 |
|
|
2024
Q3 | $2.13M | Sell |
24,196
-2,354
| -9% | -$198K | 0.4% | 25 |
|
|
2024
Q2 | $2.15M | Buy |
26,550
+51
| +0.2% | +$4.15K | 0.43% | 25 |
|
|
2024
Q1 | $2.23M | Buy |
26,499
+49
| +0.2% | +$3.88K | 0.47% | 23 |
|
|
2023
Q4 | $2.06M | Buy |
26,450
+141
| +0.5% | +$10K | 0.48% | 24 |
|
|
2023
Q3 | $1.82M | Sell |
26,309
-16
| -0.1% | -$1.17K | 0.47% | 26 |
|
|
2023
Q2 | $1.92M | Buy |
26,325
+50
| +0.2% | +$3.48K | 0.48% | 25 |
|
|
2023
Q1 | $1.84M | Sell |
26,275
-1,020
| -4% | -$72K | 0.5% | 27 |
|
|
2022
Q4 | $1.84M | Buy |
27,295
+208
| +0.8% | +$14K | 0.54% | 25 |
|
|
2022
Q3 | $1.68M | Buy |
27,087
+100
| +0.4% | +$6.88K | 0.53% | 24 |
|
|
2022
Q2 | $1.75M | Sell |
26,987
-182
| -0.7% | -$13K | 0.54% | 20 |
|
|
2022
Q1 | $2.12M | Buy |
27,169
+48
| +0.2% | +$3.69K | 0.6% | 19 |
|
|
2021
Q4 | $2.25M | Buy |
27,121
+142
| +0.5% | +$11.7K | 0.62% | 17 |
|
|
2021
Q3 | $2.11M | Sell |
26,979
-1,045
| -4% | -$83.7K | 0.66% | 18 |
|
|
2021
Q2 | $2.22M | Sell |
28,024
-2,951
| -10% | -$229K | 0.73% | 19 |
|
|
2021
Q1 | $2.29M | Sell |
30,975
-4,065
| -12% | -$294K | 0.8% | 17 |
|
|
2020
Q4 | $2.4M | Sell |
35,040
-2,455
| -7% | -$156K | 0.89% | 16 |
|
|
2020
Q3 | $2.15M | Sell |
37,495
-2,025
| -5% | -$115K | 0.92% | 15 |
|
|
2020
Q2 | $2.12M | Buy |
39,520
+508
| +1% | +$25.5K | 1.06% | 13 |
|
|
2020
Q1 | $1.68M | Sell |
39,012
-242
| -0.6% | -$13.3K | 1.06% | 16 |
|
|
2019
Q4 | $2.34M | Sell |
39,254
-2,084
| -5% | -$120K | 1.21% | 14 |
|
|
2019
Q3 | $2.31M | Sell |
41,338
-15,497
| -27% | -$866K | 1.3% | 14 |
|
|
2019
Q2 | $3.17M | Buy |
56,835
+3,286
| +6% | +$180K | 1.86% | 12 |
|
|
2019
Q1 | $2.89M | Buy |
53,549
+28,223
| +111% | +$1.46M | 1.85% | 13 |
|
|
2018
Q4 | $1.18M | Buy |
25,326
+1,614
| +7% | +$81.4K | 0.91% | 18 |
|
|
2018
Q3 | $1.31M | Buy |
23,712
+192
| +0.8% | +$10.5K | 0.96% | 18 |
|
|
2018
Q2 | $1.25M | Hold |
23,520
| – | – | 0.99% | 17 |
|
|
2018
Q1 | $1.21M | Buy |
23,520
+164
| +0.7% | +$8.64K | 1.01% | 15 |
|
|
2017
Q4 | $1.22M | Buy |
+23,356
| New | +$1.19M | 1.01% | 15 |
|
Other funds holding IWR
Ellenbecker Investment Group's IWR Position: Q1 2026 in Review
Ellenbecker Investment Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q1 2026, selling an estimated $27.8K and leaving 22,401 shares worth $2.18M. The position accounts for 0.29% of the portfolio, ranked #26.
Ellenbecker Investment Group first reported a position in IWR in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.17M in Q2 2019. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Ellenbecker Investment Group held 22,401 shares of iShares Russell Mid-Cap ETF worth $2.18M as of Q1 2026.
- Ellenbecker Investment Group sold 278 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $27.8K.
- iShares Russell Mid-Cap ETF made up 0.29% of Ellenbecker Investment Group's portfolio in Q1 2026, its #26 holding.
- Ellenbecker Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Ellenbecker Investment Group's iShares Russell Mid-Cap ETF position peaked at $3.17M in Q2 2019.
- 1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Ellenbecker Investment Group's 13F filing for Q1 2026, filed 23 Apr 2026.