HighTower Advisors
IWR icon

HighTower Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HighTower Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-645,600
Closed -$3.23M – 1905
2016
Q1 		$3.23M Buy
+645,600
New +$24.6M 0.01% 535

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors's IWR Position: Q2 2026 in Review

HighTower Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q2 2026, selling an estimated $1.9M and leaving 489,160 shares worth $54M. 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 53 quarters since. The position peaked at $54.1M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • HighTower Advisors held 489,160 shares of iShares Russell Mid-Cap ETF worth $54M as of Q2 2026.
  • HighTower Advisors sold 18,059 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.9M.
  • iShares Russell Mid-Cap ETF made up 0.05% of HighTower Advisors's portfolio in Q2 2026, its #359 holding.
  • HighTower Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • HighTower Advisors's iShares Russell Mid-Cap ETF position peaked at $54.1M in Q4 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.