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Naples Global Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Naples Global 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 		$2.91M Sell
26,367
-118
-0.4% -$12.4K 0.18% 127
2026
Q1 		$2.58M Sell
26,485
-199
-0.7% -$19.9K 0.19% 136
2025
Q4 		$2.57M Sell
26,684
-548
-2% -$52.7K 0.19% 128
2025
Q3 		$2.63M Sell
27,232
-603
-2% -$57.2K 0.2% 122
2025
Q2 		$2.56M Buy
27,835
+1,455
+6% +$126K 0.22% 117
2025
Q1 		$2.24M Buy
26,380
+227
+0.9% +$20.2K 0.21% 129
2024
Q4 		$2.31M Sell
26,153
-263
-1% -$23.9K 0.22% 121
2024
Q3 		$2.33M Buy
26,416
+1,142
+5% +$96.2K 0.22% 121
2024
Q2 		$2.05M Sell
25,274
-364
-1% -$29.6K 0.21% 132
2024
Q1 		$2.16M Buy
25,638
+2,348
+10% +$186K 0.22% 129
2023
Q4 		$1.81M Buy
23,290
+233
+1% +$16.6K 0.2% 140
2023
Q3 		$1.6M Buy
23,057
+205
+0.9% +$15K 0.19% 144
2023
Q2 		$1.67M Sell
22,852
-2,273
-9% -$158K 0.2% 143
2023
Q1 		$1.76M Sell
25,125
-3,310
-12% -$234K 0.22% 139
2022
Q4 		$1.92M Buy
28,435
+557
+2% +$37.6K 0.24% 125
2022
Q3 		$1.73M Buy
27,878
+916
+3% +$63K 0.24% 131
2022
Q2 		$1.74M Sell
26,962
-145
-0.5% -$10.3K 0.23% 135
2022
Q1 		$2.12M Buy
27,107
+606
+2% +$46.6K 0.24% 130
2021
Q4 		$2.2M Hold
26,501
– – 0.26% 118
2021
Q3 		$2.07M Buy
26,501
+1,749
+7% +$140K 0.27% 113
2021
Q2 		$1.96M Buy
24,752
+2,887
+13% +$224K 0.27% 112
2021
Q1 		$1.62M Sell
21,865
-435
-2% -$31.4K 0.25% 124
2020
Q4 		$1.53M Sell
22,300
-5,152
-19% -$328K 0.26% 115
2020
Q3 		$1.57M Buy
27,452
+1,169
+4% +$66.5K 0.31% 100
2020
Q2 		$1.41M Sell
26,283
-200
-0.8% -$10K 0.3% 103
2020
Q1 		$1.14M Sell
26,483
-520
-2% -$28.6K 0.3% 107
2019
Q4 		$1.61M Buy
27,003
+2,014
+8% +$116K 0.34% 94
2019
Q3 		$1.4M Buy
24,989
+100
+0.4% +$5.59K 0.33% 99
2019
Q2 		$1.39M Sell
24,889
-450
-2% -$24.7K 0.34% 94
2019
Q1 		$1.37M Buy
25,339
+12,819
+102% +$664K 0.35% 93
2018
Q4 		$612K Sell
12,520
-6,800
-35% -$343K 0.17% 174
2018
Q3 		$1.06M Hold
19,320
– – 0.28% 118
2018
Q2 		$1.02M Hold
19,320
– – 0.29% 120
2018
Q1 		$997K Buy
19,320
+400
+2% +$21.1K 0.3% 119
2017
Q4 		$984K Hold
18,920
– – 0.29% 119
2017
Q3 		$933K Sell
18,920
-240
-1% -$11.6K 0.31% 117
2017
Q2 		$920K Buy
19,160
+800
+4% +$37.9K 0.33% 117
2017
Q1 		$859K Buy
18,360
+2,800
+18% +$130K 0.31% 124
2016
Q4 		$696K Buy
15,560
+1,600
+11% +$70K 0.27% 137
2016
Q3 		$608K Hold
13,960
– – 0.24% 149
2016
Q2 		$587K Hold
13,960
– – 0.24% 148
2016
Q1 		$569K Buy
13,960
+4,700
+51% +$179K 0.24% 150
2015
Q4 		$371K Buy
9,260
+4,012
+76% +$164K 0.18% 173
2015
Q3 		$204K Buy
+5,248
New +$217K 0.1% 219

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Naples Global Advisors's IWR Position: Q2 2026 in Review

Naples Global Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q2 2026, selling an estimated $12.4K and leaving 26,367 shares worth $2.91M. The position accounts for 0.18% of the portfolio, ranked #127.

Naples Global Advisors first reported a position in IWR in Q3 2015 and has held it in 44 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Naples Global Advisors held 26,367 shares of iShares Russell Mid-Cap ETF worth $2.91M as of Q2 2026.
  • Naples Global Advisors sold 118 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell Mid-Cap ETF made up 0.18% of Naples Global Advisors's portfolio in Q2 2026, its #127 holding.
  • Naples Global Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2015 and has held it in 44 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.