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

Kovack 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
2026 Q1	$250K	Sell	2,569 -147	-5%	-$14.7K	0.01%	826
2025 Q4	$261K	Buy	+2,716	New	+$261K	0.01%	813
2022 Q4	–	Sell	-6,347	Closed	-$394K	–	603
2022 Q3	$394K	Sell	6,347 -2,064	-25%	-$142K	0.06%	339
2022 Q2	$544K	Sell	8,411 -1,729	-17%	-$123K	0.07%	294
2022 Q1	$791K	Sell	10,140 -590	-5%	-$45.4K	0.08%	272
2021 Q4	$891K	Buy	10,730 +1,068	+11%	+$87.7K	0.09%	253
2021 Q3	$756K	Buy	9,662 +1,002	+12%	+$80.3K	0.08%	277
2021 Q2	$686K	Sell	8,660 -567	-6%	-$44K	0.08%	275
2021 Q1	$682K	Buy	+9,227	New	+$667K	0.09%	247

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kovack Advisors's IWR Position: Q1 2026 in Review

Kovack Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.4% in Q1 2026, selling an estimated $14.7K and leaving 2,569 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #826.

Kovack Advisors first reported a position in IWR in Q1 2021 and has held it in 9 quarters since. The position peaked at $891K in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Kovack Advisors held 2,569 shares of iShares Russell Mid-Cap ETF worth $250K as of Q1 2026.
Kovack Advisors sold 147 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $14.7K.
iShares Russell Mid-Cap ETF made up 0.01% of Kovack Advisors's portfolio in Q1 2026, its #826 holding.
Kovack Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 9 quarters since.
Kovack Advisors's iShares Russell Mid-Cap ETF position peaked at $891K in Q4 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.