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Macroview Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Macroview Investment Management’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 		$607K Sell
5,498
-99
-2% -$10.4K 0.37% 56
2026
Q1 		$544K Sell
5,597
-6
-0.1% -$599 0.38% 54
2025
Q4 		$539K Buy
5,603
+11
+0.2% +$1.06K 0.37% 56
2025
Q3 		$540K Sell
5,592
-35
-0.6% -$3.32K 0.4% 51
2025
Q2 		$517K Buy
5,627
+349
+7% +$30.1K 0.42% 49
2025
Q1 		$449K Sell
5,278
-42
-0.8% -$3.75K 0.42% 51
2024
Q4 		$470K Sell
5,320
-731
-12% -$66.3K 0.47% 45
2024
Q3 		$533K Buy
6,051
+510
+9% +$43K 0.52% 40
2024
Q2 		$449K Buy
5,541
+2,254
+69% +$183K 0.48% 44
2024
Q1 		$276K Buy
3,287
+1,211
+58% +$96K 0.3% 60
2023
Q4 		$161K Buy
2,076
+1,193
+135% +$84.8K 0.19% 77
2023
Q3 		$61.1K Buy
883
+442
+100% +$32.2K 0.08% 107
2023
Q2 		$32.2K Hold
441
– – 0.05% 104
2023
Q1 		$30.8K Hold
441
– – 0.05% 108
2022
Q4 		$29.7K Buy
441
+1
+0.2% +$67 0.05% 110
2022
Q3 		$27K Sell
440
-1,441
-77% -$99.1K 0.05% 103
2022
Q2 		$122K Hold
1,881
– – 0.2% 61
2022
Q1 		$147K Buy
1,881
+106
+6% +$8.16K 0.21% 57
2021
Q4 		$147K Hold
1,775
– – 0.19% 54
2021
Q3 		$139K Hold
1,775
– – 0.18% 53
2021
Q2 		$141K Buy
1,775
+1
+0.1% +$78 0.19% 51
2021
Q1 		$131K Buy
1,774
+11
+0.6% +$795 0.19% 48
2020
Q4 		$121K Hold
1,763
– – 0.18% 50
2020
Q3 		$101K Buy
1,763
+56
+3% +$3.19K 0.17% 49
2020
Q2 		$91K Buy
1,707
+210
+14% +$10.5K 0.19% 49
2020
Q1 		$65K Sell
1,497
-1,494
-50% -$82.2K 0.14% 58
2019
Q4 		$178K Sell
2,991
-1,164
-28% -$66.8K 0.37% 34
2019
Q3 		$232K Hold
4,155
– – 0.5% 32
2019
Q2 		$232K Sell
4,155
-603
-13% -$33.1K 0.6% 31
2019
Q1 		$257K Sell
4,758
-817
-15% -$42.3K 0.64% 34
2018
Q4 		$259K Sell
5,575
-2,805
-33% -$141K 0.83% 27
2018
Q3 		$462K Buy
8,380
+3,392
+68% +$186K 1.45% 16
2018
Q2 		$265K Hold
4,988
– – 0.93% 19
2018
Q1 		$257K Buy
4,988
+1,180
+31% +$62.2K 0.92% 16
2017
Q4 		$198K Sell
3,808
-1,100
-22% -$55.8K 0.94% 13
2017
Q3 		$242K Buy
4,908
+4,120
+523% +$199K 1.2% 13
2017
Q2 		$38K Buy
788
+620
+369% +$29.4K 0.2% 43
2017
Q1 		$8K Buy
168
+112
+200% +$5.19K 0.05% 72
2016
Q4 		$3K Sell
56
-120
-68% -$5.25K 0.02% 85
2016
Q3 		$8K Buy
+176
New +$7.63K 0.04% 71

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Macroview Investment Management's IWR Position: Q2 2026 in Review

Macroview Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $10.4K and leaving 5,498 shares worth $607K. The position accounts for 0.37% of the portfolio, ranked #56.

Macroview Investment Management first reported a position in IWR in Q3 2016 and has held it in 40 quarters since. 740 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Macroview Investment Management held 5,498 shares of iShares Russell Mid-Cap ETF worth $607K as of Q2 2026.
  • Macroview Investment Management sold 99 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.4K.
  • iShares Russell Mid-Cap ETF made up 0.37% of Macroview Investment Management's portfolio in Q2 2026, its #56 holding.
  • Macroview Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 40 quarters since.
  • 740 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.