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 Q2	$422K	Buy	3,824 +1,255	+49%	+$132K	0.02%	678
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 $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

Kovack Advisors's IWR Position: Q2 2026 in Review

Kovack Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 49% in Q2 2026, buying an estimated $132K and bringing the position to 3,824 shares worth $422K. The position accounts for 0.02% of the portfolio, ranked #678.

Kovack Advisors first reported a position in IWR in Q1 2021 and has held it in 10 quarters since. The position peaked at $891K in Q4 2021. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kovack Advisors held 3,824 shares of iShares Russell Mid-Cap ETF worth $422K as of Q2 2026.
Kovack Advisors bought 1,255 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $132K.
iShares Russell Mid-Cap ETF made up 0.02% of Kovack Advisors's portfolio in Q2 2026, its #678 holding.
Kovack Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 10 quarters since.
Kovack Advisors's iShares Russell Mid-Cap ETF position peaked at $891K in Q4 2021.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.