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Moors & Cabot’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moors & Cabot’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 		$996K Sell
10,248
-539
-5% -$53.8K 0.04% 372
2025
Q4 		$1.04M Buy
10,787
+2,559
+31% +$246K 0.04% 345
2025
Q3 		$794K Buy
8,228
+51
+0.6% +$4.83K 0.03% 412
2025
Q2 		$752K Sell
8,177
-403
-5% -$34.8K 0.03% 406
2025
Q1 		$730K Buy
8,580
+497
+6% +$44.3K 0.04% 389
2024
Q4 		$715K Buy
8,083
+157
+2% +$14.3K 0.03% 407
2024
Q3 		$699K Buy
7,926
+1,850
+30% +$156K 0.03% 413
2024
Q2 		$493K Buy
6,076
+700
+13% +$57K 0.03% 492
2024
Q1 		$452K Hold
5,376
– – 0.02% 535
2023
Q4 		$418K Hold
5,376
– – 0.03% 506
2023
Q3 		$372K Hold
5,376
– – 0.03% 524
2023
Q2 		$393K Sell
5,376
-875
-14% -$60.9K 0.03% 515
2023
Q1 		$437K Hold
6,251
– – 0.03% 471
2022
Q4 		$422K Hold
6,251
– – 0.03% 470
2022
Q3 		$388K Hold
6,251
– – 0.03% 477
2022
Q2 		$404K Hold
6,251
– – 0.03% 475
2022
Q1 		$488K Sell
6,251
-230
-4% -$17.7K 0.03% 479
2021
Q4 		$538K Buy
6,481
+2,275
+54% +$187K 0.03% 440
2021
Q3 		$327K Buy
4,206
+1,385
+49% +$111K 0.02% 569
2021
Q2 		$224K Buy
+2,821
New +$219K 0.02% 689

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Moors & Cabot's IWR Position: Q1 2026 in Review

Moors & Cabot reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5% in Q1 2026, selling an estimated $53.8K and leaving 10,248 shares worth $996K. The position accounts for 0.04% of the portfolio, ranked #372.

Moors & Cabot first reported a position in IWR in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Moors & Cabot held 10,248 shares of iShares Russell Mid-Cap ETF worth $996K as of Q1 2026.
  • Moors & Cabot sold 539 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $53.8K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Moors & Cabot's portfolio in Q1 2026, its #372 holding.
  • Moors & Cabot first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 20 quarters since.
  • Moors & Cabot's iShares Russell Mid-Cap ETF position peaked at $1.04M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.