Empirical Asset Management’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
$1.44M Buy
14,838
+896
+6% +$89.5K 0.38% 70
2025
Q4
$1.34M Sell
13,942
-693
-5% -$66.6K 0.38% 68
2025
Q3
$1.41M Buy
14,635
+95
+0.7% +$9.01K 0.39% 56
2025
Q2
$1.34M Buy
14,540
+6
+0% +$518 0.41% 59
2025
Q1
$1.24M Sell
14,534
-298
-2% -$26.6K 0.42% 56
2024
Q4
$1.31M Buy
14,832
+400
+3% +$36.3K 0.43% 56
2024
Q3
$1.27M Buy
14,432
+552
+4% +$46.5K 0.45% 60
2024
Q2
$1.13M Buy
+13,880
New +$1.13M 0.42% 50

Other funds holding IWR

Empirical Asset Management's IWR Position: Q1 2026 in Review

Empirical Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.4% in Q1 2026, buying an estimated $89.5K and bringing the position to 14,838 shares worth $1.44M. The position accounts for 0.38% of the portfolio, ranked #70.

Empirical Asset Management first reported a position in IWR in Q2 2024 and has held it in 8 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Empirical Asset Management held 14,838 shares of iShares Russell Mid-Cap ETF worth $1.44M as of Q1 2026.
  • Empirical Asset Management bought 896 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $89.5K.
  • iShares Russell Mid-Cap ETF made up 0.38% of Empirical Asset Management's portfolio in Q1 2026, its #70 holding.
  • Empirical Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.