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

Narwhal 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	$1.13M	Hold	10,231	–	–	0.08%	93
2026 Q1	$995K	Hold	10,231	–	–	0.07%	98
2025 Q4	$985K	Hold	10,231	–	–	0.07%	94
2025 Q3	$988K	Hold	10,231	–	–	0.07%	100
2025 Q2	$941K	Hold	10,231	–	–	0.08%	103
2025 Q1	$870K	Hold	10,231	–	–	0.08%	108
2024 Q4	$904K	Hold	10,231	–	–	0.08%	106
2024 Q3	$902K	Hold	10,231	–	–	0.08%	104
2024 Q2	$830K	Hold	10,231	–	–	0.08%	109
2024 Q1	$860K	Sell	10,231 -43	-0.4%	-$3.41K	0.08%	109
2023 Q4	$799K	Buy	10,274 +27	+0.3%	+$1.92K	0.09%	109
2023 Q3	$710K	Hold	10,247	–	–	0.09%	116
2023 Q2	$748K	Hold	10,247	–	–	0.09%	111
2023 Q1	$716K	Sell	10,247 -5	-0%	-$353	0.09%	110
2022 Q4	$691K	Sell	10,252 -1	-0%	-$67	0.09%	107
2022 Q3	$637K	Hold	10,253	–	–	0.09%	107
2022 Q2	$663K	Hold	10,253	–	–	0.09%	104
2022 Q1	$800K	Hold	10,253	–	–	0.09%	101
2021 Q4	$851K	Sell	10,253 -4	-0%	-$328	0.1%	98
2021 Q3	$802K	Sell	10,257 -64	-0.6%	-$5.13K	0.1%	97
2021 Q2	$818K	Buy	10,321 +249	+2%	+$19.3K	0.1%	95
2021 Q1	$745K	Hold	10,072	–	–	0.1%	98
2020 Q4	$690K	Buy	+10,072	New	+$642K	0.1%	104
2020 Q2	–	Sell	-6,967	Closed	-$301K	–	141
2020 Q1	$301K	Buy	6,967 +166	+2%	+$9.14K	0.06%	109
2019 Q4	$405K	Sell	6,801 -302	-4%	-$17.3K	0.07%	109
2019 Q3	$397K	Hold	7,103	–	–	0.08%	108
2019 Q2	$397K	Buy	7,103 +3	+0%	+$165	0.08%	110
2019 Q1	$383K	Buy	7,100 +1,399	+25%	+$72.5K	0.08%	120
2018 Q4	$265K	Buy	+5,701	New	+$288K	0.07%	125
2014 Q4	–	Sell	-6,400	Closed	-$253K	–	136
2014 Q3	$253K	Sell	6,400 -700	-10%	-$28.2K	0.1%	130
2014 Q2	$289K	Sell	7,100 -200	-3%	-$7.8K	0.11%	131
2014 Q1	$282K	Hold	7,300	–	–	0.12%	126
2013 Q4	$274K	Sell	7,300 -800	-10%	-$28.9K	0.11%	126
2013 Q3	$282K	Hold	8,100	–	–	0.14%	122
2013 Q2	$263K	Buy	+8,100	New	+$263K	0.13%	120

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Narwhal Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,231 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #93.

Narwhal Capital Management first reported a position in IWR in Q2 2013 and has held it in 35 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Narwhal Capital Management held 10,231 shares of iShares Russell Mid-Cap ETF worth $1.13M as of Q2 2026.
Narwhal Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Narwhal Capital Management's portfolio in Q2 2026, its #93 holding.
Narwhal Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 35 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.