Flagship Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $524K | Buy |
4,754
+5
| +0.1% | +$526 | 0.02% | 507 |
|
|
2026
Q1 | $462K | Sell |
4,749
-471
| -9% | -$47K | 0.02% | 493 |
|
|
2025
Q4 | $503K | Sell |
5,220
-273
| -5% | -$26.2K | 0.02% | 441 |
|
|
2025
Q3 | $530K | Buy |
5,493
+66
| +1% | +$6.26K | 0.02% | 479 |
|
|
2025
Q2 | $499K | Sell |
5,427
-107
| -2% | -$9.24K | 0.02% | 470 |
|
|
2025
Q1 | $471K | Sell |
5,534
-442
| -7% | -$39.4K | 0.02% | 447 |
|
|
2024
Q4 | $528K | Sell |
5,976
-125
| -2% | -$11.3K | 0.03% | 413 |
|
|
2024
Q3 | $538K | Sell |
6,101
-651
| -10% | -$54.9K | 0.03% | 396 |
|
|
2024
Q2 | $547K | Buy |
6,752
+2,642
| +64% | +$215K | 0.03% | 374 |
|
|
2024
Q1 | $346K | Buy |
4,110
+501
| +14% | +$39.7K | 0.02% | 482 |
|
|
2023
Q4 | $281K | Sell |
3,609
-253
| -7% | -$18K | 0.02% | 510 |
|
|
2023
Q3 | $267K | Hold |
3,862
| – | – | 0.02% | 499 |
|
|
2023
Q2 | $282K | Sell |
3,862
-355
| -8% | -$24.7K | 0.02% | 487 |
|
|
2023
Q1 | $295K | Sell |
4,217
-525
| -11% | -$37.1K | 0.03% | 487 |
|
|
2022
Q4 | $320K | Sell |
4,742
-49
| -1% | -$3.3K | 0.03% | 448 |
|
|
2022
Q3 | $298K | Sell |
4,791
-295
| -6% | -$20.3K | 0.03% | 442 |
|
|
2022
Q2 | $329K | Buy |
5,086
+2
| +0% | +$142 | 0.04% | 431 |
|
|
2022
Q1 | $397K | Sell |
5,084
-1,485
| -23% | -$114K | 0.04% | 409 |
|
|
2021
Q4 | $545K | Sell |
6,569
-44
| -0.7% | -$3.61K | 0.05% | 348 |
|
|
2021
Q3 | $524K | Hold |
6,613
| – | – | 0.06% | 334 |
|
|
2021
Q2 | $524K | Sell |
6,613
-103
| -2% | -$7.99K | 0.06% | 335 |
|
|
2021
Q1 | $497K | Sell |
6,716
-191
| -3% | -$13.8K | 0.06% | 348 |
|
|
2020
Q4 | $473K | Buy |
6,907
+1,464
| +27% | +$93.3K | 0.06% | 326 |
|
|
2020
Q3 | $312K | Sell |
5,443
-192
| -3% | -$10.9K | 0.04% | 358 |
|
|
2020
Q2 | $302K | Sell |
5,635
-257
| -4% | -$12.9K | 0.04% | 355 |
|
|
2020
Q1 | $254K | Sell |
5,892
-1,152
| -16% | -$63.4K | 0.05% | 333 |
|
|
2019
Q4 | $420K | Sell |
7,044
-441
| -6% | -$25.3K | 0.07% | 268 |
|
|
2019
Q3 | $418K | Buy |
7,485
+272
| +4% | +$15.2K | 0.08% | 245 |
|
|
2019
Q2 | $403K | Buy |
7,213
+488
| +7% | +$26.8K | 0.08% | 250 |
|
|
2019
Q1 | $362K | Buy |
6,725
+924
| +16% | +$47.9K | 0.07% | 274 |
|
|
2018
Q4 | $269K | Buy |
5,801
+1,305
| +29% | +$65.8K | 0.07% | 289 |
|
|
2018
Q3 | $247K | Sell |
4,496
-216
| -5% | -$11.8K | 0.05% | 356 |
|
|
2018
Q2 | $249K | Hold |
4,712
| – | – | 0.05% | 339 |
|
|
2018
Q1 | $239K | Hold |
4,712
| – | – | 0.07% | 295 |
|
|
2017
Q4 | $251K | Sell |
4,712
-68
| -1% | -$3.45K | 0.07% | 290 |
|
|
2017
Q3 | $236K | Hold |
4,780
| – | – | 0.08% | 286 |
|
|
2017
Q2 | $229K | Hold |
4,780
| – | – | 0.08% | 293 |
|
|
2017
Q1 | $221K | Hold |
4,780
| – | – | 0.08% | 272 |
|
|
2016
Q4 | $217K | Buy |
+4,780
| New | +$209K | 0.09% | 252 |
|
Other funds holding IWR
Flagship Harbor Advisors's IWR Position: Q2 2026 in Review
Flagship Harbor Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.11% in Q2 2026, buying an estimated $526 and bringing the position to 4,754 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #507.
Flagship Harbor Advisors first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $547K in Q2 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Flagship Harbor Advisors held 4,754 shares of iShares Russell Mid-Cap ETF worth $524K as of Q2 2026.
- Flagship Harbor Advisors bought 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
- iShares Russell Mid-Cap ETF made up 0.02% of Flagship Harbor Advisors's portfolio in Q2 2026, its #507 holding.
- Flagship Harbor Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- Flagship Harbor Advisors's iShares Russell Mid-Cap ETF position peaked at $547K in Q2 2024.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Flagship Harbor Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.