MidAtlantic Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MidAtlantic Capital 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	$877K	Sell	7,945 -351	-4%	-$36.9K	0.54%	47
2026 Q1	$807K	Sell	8,296 -447	-5%	-$44.7K	0.56%	46
2025 Q4	$842K	Sell	8,743 -15	-0.2%	-$1.44K	0.54%	45
2025 Q3	$846K	Sell	8,758 -284	-3%	-$26.9K	0.58%	46
2025 Q2	$832K	Sell	9,042 -118	-1%	-$10.2K	0.59%	45
2025 Q1	$779K	Sell	9,160 -265	-3%	-$23.6K	0.61%	43
2024 Q4	$833K	Sell	9,425 -572	-6%	-$51.9K	0.61%	44
2024 Q3	$881K	Sell	9,997 -188	-2%	-$15.8K	0.64%	41
2024 Q2	$826K	Sell	10,185 -196	-2%	-$16K	0.69%	36
2024 Q1	$873K	Sell	10,381 -24	-0.2%	-$1.9K	0.77%	33
2023 Q4	$809K	Buy	+10,405	New	+$739K	0.79%	33

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

MidAtlantic Capital Management's IWR Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q2 2026, selling an estimated $36.9K and leaving 7,945 shares worth $877K. The position accounts for 0.54% of the portfolio, ranked #47.

MidAtlantic Capital Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $881K in Q3 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MidAtlantic Capital Management held 7,945 shares of iShares Russell Mid-Cap ETF worth $877K as of Q2 2026.
MidAtlantic Capital Management sold 351 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $36.9K.
iShares Russell Mid-Cap ETF made up 0.54% of MidAtlantic Capital Management's portfolio in Q2 2026, its #47 holding.
MidAtlantic Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's iShares Russell Mid-Cap ETF position peaked at $881K in Q3 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.