First Horizon Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
116,117
-3,227
| -3% | -$279K | 0.28% | 109 |
|
|
2025
Q1 | $10.2M | Sell |
119,344
-841
| -0.7% | -$75K | 0.29% | 108 |
|
|
2024
Q4 | $10.6M | Buy |
120,185
+540
| +0.5% | +$49K | 0.3% | 104 |
|
|
2024
Q3 | $10.5M | Buy |
119,645
+1,243
| +1% | +$105K | 0.29% | 108 |
|
|
2024
Q2 | $9.6M | Buy |
118,402
+1,276
| +1% | +$104K | 0.29% | 110 |
|
|
2024
Q1 | $9.85M | Sell |
117,126
-11,239
| -9% | -$891K | 0.3% | 109 |
|
|
2023
Q4 | $9.98M | Buy |
128,365
+3,878
| +3% | +$275K | 0.33% | 100 |
|
|
2023
Q3 | $8.62M | Buy |
124,487
+3,660
| +3% | +$267K | 0.31% | 100 |
|
|
2023
Q2 | $8.82M | Sell |
120,827
-1,293
| -1% | -$89.9K | 0.31% | 99 |
|
|
2023
Q1 | $8.54M | Sell |
122,120
-13,896
| -10% | -$981K | 0.3% | 99 |
|
|
2022
Q4 | $9.17M | Buy |
136,016
+8,905
| +7% | +$600K | 0.34% | 93 |
|
|
2022
Q3 | $7.9M | Sell |
127,111
-578
| -0.5% | -$39.8K | 0.32% | 99 |
|
|
2022
Q2 | $8.26M | Buy |
127,689
+22,861
| +22% | +$1.63M | 0.29% | 104 |
|
|
2022
Q1 | $8.18M | Sell |
104,828
-4,242
| -4% | -$327K | 0.45% | 72 |
|
|
2021
Q4 | $9.05M | Buy |
109,070
+22,722
| +26% | +$1.87M | 0.27% | 111 |
|
|
2021
Q3 | $6.75M | Buy |
86,348
+58,292
| +208% | +$4.67M | 0.22% | 139 |
|
|
2021
Q2 | $2.22M | Sell |
28,056
-914
| -3% | -$70.9K | 0.12% | 153 |
|
|
2021
Q1 | $2.14M | Sell |
28,970
-337
| -1% | -$24.4K | 0.12% | 144 |
|
|
2020
Q4 | $2.01M | Sell |
29,307
-347
| -1% | -$22.1K | 0.13% | 133 |
|
|
2020
Q3 | $1.7M | Sell |
29,654
-443
| -1% | -$25.2K | 0.13% | 138 |
|
|
2020
Q2 | $1.61M | Sell |
30,097
-3,266
| -10% | -$164K | 0.13% | 140 |
|
|
2020
Q1 | $1.44M | Buy |
33,363
+5,203
| +18% | +$286K | 0.13% | 137 |
|
|
2019
Q4 | $1.68M | Buy |
28,160
+497
| +2% | +$28.5K | 0.12% | 144 |
|
|
2019
Q3 | $1.55M | Buy |
27,663
+297
| +1% | +$16.6K | 0.12% | 144 |
|
|
2019
Q2 | $1.53M | Sell |
27,366
-4,297
| -14% | -$236K | 0.12% | 149 |
|
|
2019
Q1 | $1.71M | Sell |
31,663
-14,807
| -32% | -$767K | 0.14% | 141 |
|
|
2018
Q4 | $2.16M | Buy |
46,470
+16,026
| +53% | +$808K | 0.19% | 121 |
|
|
2018
Q3 | $1.68M | Buy |
30,444
+596
| +2% | +$32.7K | 0.13% | 147 |
|
|
2018
Q2 | $1.58M | Buy |
29,848
+5,368
| +22% | +$283K | 0.13% | 148 |
|
|
2018
Q1 | $1.26M | Sell |
24,480
-484
| -2% | -$25.5K | 0.12% | 144 |
|
|
2017
Q4 | $1.31M | Sell |
24,964
-144
| -0.6% | -$7.31K | 0.13% | 145 |
|
|
2017
Q3 | $1.24M | Buy |
25,108
+204
| +0.8% | +$9.85K | 0.13% | 144 |
|
|
2017
Q2 | $1.2M | Sell |
24,904
-1,736
| -7% | -$82.3K | 0.13% | 141 |
|
|
2017
Q1 | $1.25M | Sell |
26,640
-252
| -0.9% | -$11.7K | 0.14% | 142 |
|
|
2016
Q4 | $1.16M | Hold |
26,892
| – | – | 0.15% | 144 |
|
|
2016
Q3 | $1.16M | Buy |
26,892
+2,448
| +10% | +$106K | 0.15% | 147 |
|
|
2016
Q2 | $1.03M | Sell |
24,444
-10,004
| -29% | -$413K | 0.14% | 148 |
|
|
2016
Q1 | $1.41M | Buy |
34,448
+18,048
| +110% | +$687K | 0.16% | 131 |
|
|
2015
Q4 | $657K | Sell |
16,400
-2,044
| -11% | -$83.3K | 0.12% | 160 |
|
|
2015
Q3 | $717K | Buy |
18,444
+2,356
| +15% | +$97.5K | 0.11% | 168 |
|
|
2015
Q2 | $685K | Sell |
16,088
-180
| -1% | -$7.83K | 0.1% | 183 |
|
|
2015
Q1 | $705K | Buy |
16,268
+476
| +3% | +$20.2K | 0.1% | 189 |
|
|
2014
Q4 | $660K | Buy |
15,792
+1,296
| +9% | +$52.6K | 0.1% | 184 |
|
|
2014
Q3 | $574K | Buy |
14,496
+964
| +7% | +$38.8K | 0.09% | 190 |
|
|
2014
Q2 | $548K | Sell |
13,532
-296
| -2% | -$11.5K | 0.08% | 214 |
|
|
2014
Q1 | $535K | Sell |
13,828
-4
| -0% | -$152 | 0.08% | 206 |
|
|
2013
Q4 | $517K | Sell |
13,832
-2,296
| -14% | -$83K | 0.08% | 194 |
|
|
2013
Q3 | $561K | Buy |
+16,128
| New | +$551K | 0.09% | 186 |
|
Other funds holding IWR
First Horizon Advisors's IWR Position: Q2 2025 in Review
First Horizon Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q2 2025, selling an estimated $279K and leaving 116,117 shares worth $10.7M. The position accounts for 0.28% of the portfolio, ranked #109.
First Horizon Advisors first reported a position in IWR in Q3 2013 and has held it in 48 quarters since. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.
- First Horizon Advisors held 116,117 shares of iShares Russell Mid-Cap ETF worth $10.7M as of Q2 2025.
- First Horizon Advisors sold 3,227 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $279K.
- iShares Russell Mid-Cap ETF made up 0.28% of First Horizon Advisors's portfolio in Q2 2025, its #109 holding.
- First Horizon Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 48 quarters since.
- 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.