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 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 $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

MidAtlantic Capital Management's IWR Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q1 2026, selling an estimated $44.7K and leaving 8,296 shares worth $807K. The position accounts for 0.56% of the portfolio, ranked #46.

MidAtlantic Capital Management first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. The position peaked at $881K in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

MidAtlantic Capital Management held 8,296 shares of iShares Russell Mid-Cap ETF worth $807K as of Q1 2026.
MidAtlantic Capital Management sold 447 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $44.7K.
iShares Russell Mid-Cap ETF made up 0.56% of MidAtlantic Capital Management's portfolio in Q1 2026, its #46 holding.
MidAtlantic Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's iShares Russell Mid-Cap ETF position peaked at $881K in Q3 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.