Investors Research Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investors Research Corp’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
2026 Q2	$1.39M	Sell	12,640 -5,085	-29%	-$535K	0.25%	64
2026 Q1	$1.72M	Buy	17,725 +21	+0.1%	+$2.1K	0.33%	42
2025 Q4	$1.7M	Hold	17,704	–	–	0.31%	47
2025 Q3	$1.71M	Sell	17,704 -469	-3%	-$44.5K	0.32%	47
2025 Q2	$1.67M	Hold	18,173	–	–	0.33%	51
2025 Q1	$1.55M	Buy	18,173 +180	+1%	+$16.1K	0.33%	54
2024 Q4	$1.59M	Hold	17,993	–	–	0.35%	50
2024 Q3	$1.59M	Hold	17,993	–	–	0.35%	54
2024 Q2	$1.46M	Hold	17,993	–	–	0.34%	56
2024 Q1	$1.51M	Hold	17,993	–	–	0.35%	56
2023 Q4	$1.4M	Hold	17,993	–	–	0.34%	59
2023 Q3	$1.25M	Hold	17,993	–	–	0.33%	66
2023 Q2	$1.31M	Hold	17,993	–	–	0.33%	65
2023 Q1	$1.26M	Hold	17,993	–	–	0.33%	70
2022 Q4	$1.21M	Hold	17,993	–	–	0.33%	71
2022 Q3	$1.12M	Hold	17,993	–	–	0.34%	61
2022 Q2	$1.16M	Hold	17,993	–	–	0.35%	65
2022 Q1	$1.4M	Hold	17,993	–	–	0.4%	62
2021 Q4	$1.49M	Hold	17,993	–	–	0.45%	58
2021 Q3	$1.41M	Hold	17,993	–	–	0.47%	55
2021 Q2	$1.43M	Hold	17,993	–	–	0.49%	59
2021 Q1	$1.33M	Sell	17,993 -2,000	-10%	-$145K	0.5%	46
2020 Q4	$1.37M	Hold	19,993	–	–	0.54%	27
2020 Q3	$1.15M	Hold	19,993	–	–	0.56%	26
2020 Q2	$1.07M	Hold	19,993	–	–	0.54%	36
2020 Q1	$863K	Hold	19,993	–	–	0.54%	27
2019 Q4	$1.19M	Hold	19,993	–	–	0.55%	32
2019 Q3	$1.12M	Buy	19,993 +17,993	+900%	+$1.01M	0.57%	32
2019 Q2	$112K	Hold	2,000	–	–	0.06%	361
2019 Q1	$108K	Buy	+2,000	New	+$104K	0.06%	369

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investors Research Corp's IWR Position: Q2 2026 in Review

Investors Research Corp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, selling an estimated $535K and leaving 12,640 shares worth $1.39M. The position accounts for 0.25% of the portfolio, ranked #64.

Investors Research Corp first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.72M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Investors Research Corp held 12,640 shares of iShares Russell Mid-Cap ETF worth $1.39M as of Q2 2026.
Investors Research Corp sold 5,085 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $535K.
iShares Russell Mid-Cap ETF made up 0.25% of Investors Research Corp's portfolio in Q2 2026, its #64 holding.
Investors Research Corp first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
Investors Research Corp's iShares Russell Mid-Cap ETF position peaked at $1.72M in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.