Insigneo Advisory Services’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
$866K Sell
8,906
-620
-7% -$61.9K 0.06% 240
2025
Q4
$917K Sell
9,526
-1,659
-15% -$160K 0.07% 226
2025
Q3
$1.08M Sell
11,185
-179
-2% -$17K 0.08% 200
2025
Q2
$1.05M Buy
11,364
+1,316
+13% +$114K 0.09% 181
2025
Q1
$855K Buy
10,048
+830
+9% +$74K 0.09% 192
2024
Q4
$815K Buy
9,218
+1,979
+27% +$180K 0.08% 187
2024
Q3
$638K Sell
7,239
-328
-4% -$27.6K 0.06% 265
2024
Q2
$605K Buy
7,567
+401
+6% +$32.6K 0.07% 252
2024
Q1
$603K Sell
7,166
-2,461
-26% -$195K 0.07% 235
2023
Q4
$748K Buy
9,627
+2,624
+37% +$186K 0.11% 174
2023
Q3
$487K Sell
7,003
-307
-4% -$22.4K 0.1% 190
2023
Q2
$534K Buy
+7,310
New +$508K 0.1% 182

Other funds holding IWR

Insigneo Advisory Services's IWR Position: Q1 2026 in Review

Insigneo Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.5% in Q1 2026, selling an estimated $61.9K and leaving 8,906 shares worth $866K. The position accounts for 0.06% of the portfolio, ranked #240.

Insigneo Advisory Services first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.08M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Insigneo Advisory Services held 8,906 shares of iShares Russell Mid-Cap ETF worth $866K as of Q1 2026.
  • Insigneo Advisory Services sold 620 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $61.9K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Insigneo Advisory Services's portfolio in Q1 2026, its #240 holding.
  • Insigneo Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Insigneo Advisory Services's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.