Kirtland Hills Capital Management’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
$1.19M Hold
11,454
0.38% 71
2025
Q4
$1.1M Buy
11,454
+4,120
+56% +$396K 0.39% 69
2025
Q3
$708K Buy
7,334
+1,567
+27% +$149K 0.28% 94
2025
Q2
$530K Buy
+5,767
New +$498K 0.24% 107

Other funds holding IWR

Kirtland Hills Capital Management's IWR Position: Q1 2026 in Review

Kirtland Hills Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 11,454 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #71.

Kirtland Hills Capital Management first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Kirtland Hills Capital Management held 11,454 shares of iShares Russell Mid-Cap ETF worth $1.19M as of Q1 2026.
  • Kirtland Hills Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.38% of Kirtland Hills Capital Management's portfolio in Q1 2026, its #71 holding.
  • Kirtland Hills Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kirtland Hills Capital Management's 13F filing for Q1 2026, filed 13 May 2026.