HighTower 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
Q1 | $49.3M | Sell |
507,219
-15,174
| -3% | -$1.52M | 0.05% | 359 |
|
|
2025
Q4 | $50.3M | Buy |
522,393
+198
| +0% | +$19K | 0.06% | 351 |
|
|
2025
Q3 | $50.4M | Buy |
522,195
+618
| +0.1% | +$58.6K | 0.06% | 339 |
|
|
2025
Q2 | $48M | Buy |
521,577
+17,724
| +4% | +$1.53M | 0.06% | 327 |
|
|
2025
Q1 | $42.9M | Sell |
503,853
-22,140
| -4% | -$1.97M | 0.06% | 329 |
|
|
2024
Q4 | $46.5M | Buy |
525,993
+23,741
| +5% | +$2.15M | 0.06% | 300 |
|
|
2024
Q3 | $44.3M | Sell |
502,252
-13,083
| -3% | -$1.1M | 0.06% | 305 |
|
|
2024
Q2 | $41.8M | Buy |
515,335
+17,307
| +3% | +$1.41M | 0.06% | 304 |
|
|
2024
Q1 | $41.9M | Sell |
498,028
-74,284
| -13% | -$5.89M | 0.07% | 290 |
|
|
2023
Q4 | $44.5M | Sell |
572,312
-25,910
| -4% | -$1.84M | 0.07% | 267 |
|
|
2023
Q3 | $41.4M | Sell |
598,222
-21,649
| -3% | -$1.58M | 0.08% | 249 |
|
|
2023
Q2 | $45.3M | Buy |
619,871
+14,754
| +2% | +$1.03M | 0.09% | 235 |
|
|
2023
Q1 | $42.3M | Sell |
605,117
-35,724
| -6% | -$2.52M | 0.09% | 234 |
|
|
2022
Q4 | $43.2M | Sell |
640,841
-22,492
| -3% | -$1.52M | 0.1% | 224 |
|
|
2022
Q3 | $41.2M | Buy |
663,333
+40,861
| +7% | +$2.81M | 0.11% | 199 |
|
|
2022
Q2 | $40.3M | Sell |
622,472
-33,831
| -5% | -$2.41M | 0.1% | 205 |
|
|
2022
Q1 | $51.2M | Buy |
656,303
+4,740
| +0.7% | +$365K | 0.11% | 184 |
|
|
2021
Q4 | $54.1M | Buy |
651,563
+15,880
| +2% | +$1.3M | 0.12% | 184 |
|
|
2021
Q3 | $49.7M | Buy |
635,683
+73,275
| +13% | +$5.87M | 0.13% | 163 |
|
|
2021
Q2 | $44.6M | Buy |
562,408
+30,583
| +6% | +$2.37M | 0.13% | 161 |
|
|
2021
Q1 | $39.3M | Buy |
531,825
+15,169
| +3% | +$1.1M | 0.12% | 168 |
|
|
2020
Q4 | $35.4M | Buy |
516,656
+9,468
| +2% | +$603K | 0.15% | 136 |
|
|
2020
Q3 | $29.1M | Sell |
507,188
-2,097
| -0.4% | -$119K | 0.14% | 154 |
|
|
2020
Q2 | $27.3M | Sell |
509,285
-180,681
| -26% | -$9.06M | 0.15% | 148 |
|
|
2020
Q1 | $29.8M | Buy |
689,966
+131,645
| +24% | +$7.25M | 0.19% | 119 |
|
|
2019
Q4 | $33.3M | Buy |
558,321
+67,694
| +14% | +$3.89M | 0.2% | 113 |
|
|
2019
Q3 | $27.4M | Buy |
490,627
+6,244
| +1% | +$349K | 0.15% | 145 |
|
|
2019
Q2 | $27.1M | Buy |
484,383
+60,391
| +14% | +$3.31M | 0.16% | 136 |
|
|
2019
Q1 | $22.9M | Sell |
423,992
-6,297
| -1% | -$326K | 0.15% | 140 |
|
|
2018
Q4 | $20M | Buy |
430,289
+4,961
| +1% | +$250K | 0.15% | 138 |
|
|
2018
Q3 | $23.4M | Sell |
425,328
-2,536
| -0.6% | -$139K | 0.17% | 123 |
|
|
2018
Q2 | $22.7M | Buy |
427,864
+108
| +0% | +$5.69K | 0.18% | 115 |
|
|
2018
Q1 | $22.1M | Buy |
427,756
+34,388
| +9% | +$1.81M | 0.18% | 118 |
|
|
2017
Q4 | $20.5M | Buy |
393,368
+10,680
| +3% | +$542K | 0.17% | 127 |
|
|
2017
Q3 | $18.9M | Buy |
382,688
+20,540
| +6% | +$991K | 0.16% | 136 |
|
|
2017
Q2 | $17.4M | Buy |
362,148
+48,944
| +16% | +$2.32M | 0.16% | 141 |
|
|
2017
Q1 | $14.7M | Buy |
313,204
+6,584
| +2% | +$305K | 0.14% | 150 |
|
|
2016
Q4 | $13.7M | Buy |
306,620
+15,308
| +5% | +$669K | 0.15% | 145 |
|
|
2016
Q3 | $12.7M | Buy |
291,312
+72,352
| +33% | +$3.14M | 0.15% | 140 |
|
|
2016
Q2 | $9.22M | Sell |
218,960
-136,784
| -38% | -$5.65M | 0.12% | 184 |
|
|
2016
Q1 | $14.5M | Buy |
355,744
+101,296
| +40% | +$3.85M | 0.05% | 143 |
|
|
2015
Q4 | $10.2M | Buy |
254,448
+2,880
| +1% | +$117K | 0.12% | 181 |
|
|
2015
Q3 | $9.78M | Buy |
251,568
+14,168
| +6% | +$587K | 0.13% | 176 |
|
|
2015
Q2 | $10.7M | Buy |
237,400
+17,468
| +8% | +$760K | 0.17% | 126 |
|
|
2015
Q1 | $9.52M | Sell |
219,932
-5,464
| -2% | -$232K | 0.14% | 158 |
|
|
2014
Q4 | $9.41M | Buy |
225,396
+10,396
| +5% | +$422K | 0.14% | 163 |
|
|
2014
Q3 | $8.51M | Sell |
215,000
-736
| -0.3% | -$29.6K | 0.14% | 162 |
|
|
2014
Q2 | $8.77M | Buy |
215,736
+7,364
| +4% | +$287K | 0.15% | 154 |
|
|
2014
Q1 | $8.06M | Buy |
208,372
+1,692
| +0.8% | +$64.1K | 0.16% | 142 |
|
|
2013
Q4 | $7.75M | Buy |
206,680
+126,488
| +158% | +$4.57M | 0.16% | 150 |
|
|
2013
Q3 | $2.79M | Buy |
80,192
+44,720
| +126% | +$1.53M | 0.07% | 326 |
|
|
2013
Q2 | $1.15M | Buy |
+35,472
| New | +$1.15M | 0.03% | 546 |
|
Other funds holding IWR
HighTower Advisors's IWR Position: Q1 2026 in Review
HighTower Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q1 2026, selling an estimated $1.52M and leaving 507,219 shares worth $49.3M. The position accounts for 0.05% of the portfolio, ranked #359.
HighTower Advisors first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $54.1M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- HighTower Advisors held 507,219 shares of iShares Russell Mid-Cap ETF worth $49.3M as of Q1 2026.
- HighTower Advisors sold 15,174 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.52M.
- iShares Russell Mid-Cap ETF made up 0.05% of HighTower Advisors's portfolio in Q1 2026, its #359 holding.
- HighTower Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- HighTower Advisors's iShares Russell Mid-Cap ETF position peaked at $54.1M in Q4 2021.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.