One Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.46M | Buy |
76,746
+19,896
| +35% | +$1.99M | 0.2% | 97 |
|
|
2025
Q4 | $5.47M | Buy |
56,850
+35,835
| +171% | +$3.45M | 0.17% | 104 |
|
|
2025
Q3 | $2.03M | Sell |
21,015
-504
| -2% | -$47.8K | 0.06% | 163 |
|
|
2025
Q2 | $1.98M | Sell |
21,519
-10,875
| -34% | -$939K | 0.07% | 157 |
|
|
2025
Q1 | $2.76M | Sell |
32,394
-34,195
| -51% | -$3.05M | 0.09% | 153 |
|
|
2024
Q4 | $5.89M | Buy |
66,589
+2,066
| +3% | +$188K | 0.19% | 109 |
|
|
2024
Q3 | $5.69M | Buy |
64,523
+4,198
| +7% | +$354K | 0.18% | 114 |
|
|
2024
Q2 | $4.89M | Sell |
60,325
-5,535
| -8% | -$451K | 0.17% | 114 |
|
|
2024
Q1 | $5.54M | Sell |
65,860
-86,355
| -57% | -$6.84M | 0.2% | 108 |
|
|
2023
Q4 | $11.8M | Sell |
152,215
-2,406
| -2% | -$171K | 0.47% | 54 |
|
|
2023
Q3 | $10.7M | Buy |
154,621
+2,974
| +2% | +$217K | 0.48% | 48 |
|
|
2023
Q2 | $11.1M | Sell |
151,647
-2,159
| -1% | -$150K | 0.5% | 49 |
|
|
2023
Q1 | $10.8M | Buy |
153,806
+1,411
| +0.9% | +$99.6K | 0.53% | 49 |
|
|
2022
Q4 | $10.3M | Buy |
152,395
+2,090
| +1% | +$141K | 0.55% | 49 |
|
|
2022
Q3 | $9.34M | Buy |
150,305
+6,948
| +5% | +$478K | 0.55% | 50 |
|
|
2022
Q2 | $9.27M | Sell |
143,357
-15,069
| -10% | -$1.07M | 0.55% | 50 |
|
|
2022
Q1 | $12.4M | Buy |
158,426
+114,559
| +261% | +$8.82M | 0.65% | 42 |
|
|
2021
Q4 | $3.64M | Sell |
43,867
-5,139
| -10% | -$422K | 0.28% | 82 |
|
|
2021
Q3 | $3.83M | Sell |
49,006
-30,319
| -38% | -$2.43M | 0.32% | 83 |
|
|
2021
Q2 | $6.29M | Buy |
79,325
+45,905
| +137% | +$3.56M | 0.56% | 40 |
|
|
2021
Q1 | $2.47M | Sell |
33,420
-943
| -3% | -$68.2K | 0.27% | 85 |
|
|
2020
Q4 | $2.36M | Sell |
34,363
-645
| -2% | -$41.1K | 0.28% | 84 |
|
|
2020
Q3 | $2.01M | Buy |
35,008
+951
| +3% | +$54.1K | 0.27% | 86 |
|
|
2020
Q2 | $1.82M | Buy |
34,057
+2,762
| +9% | +$138K | 0.26% | 89 |
|
|
2020
Q1 | $1.35M | Buy |
31,295
+8,515
| +37% | +$469K | 0.23% | 89 |
|
|
2019
Q4 | $1.36M | Buy |
22,780
+6,045
| +36% | +$347K | 0.21% | 91 |
|
|
2019
Q3 | $936K | Sell |
16,735
-300
| -2% | -$16.8K | 0.16% | 101 |
|
|
2019
Q2 | $952K | Buy |
17,035
+117
| +0.7% | +$6.42K | 0.16% | 103 |
|
|
2019
Q1 | $913K | Sell |
16,918
-33
| -0.2% | -$1.71K | 0.16% | 104 |
|
|
2018
Q4 | $788K | Sell |
16,951
-45
| -0.3% | -$2.27K | 0.16% | 107 |
|
|
2018
Q3 | $937K | Buy |
16,996
+628
| +4% | +$34.4K | 0.17% | 99 |
|
|
2018
Q2 | $868K | Sell |
16,368
-412
| -2% | -$21.7K | 0.16% | 98 |
|
|
2018
Q1 | $866K | Buy |
16,780
+76
| +0.5% | +$4K | 0.17% | 96 |
|
|
2017
Q4 | $869K | Sell |
16,704
-684
| -4% | -$34.7K | 0.17% | 94 |
|
|
2017
Q3 | $857K | Sell |
17,388
-1,076
| -6% | -$51.9K | 0.18% | 95 |
|
|
2017
Q2 | $887K | Buy |
18,464
+2,488
| +16% | +$118K | 0.26% | 80 |
|
|
2017
Q1 | $748K | Sell |
15,976
-5,424
| -25% | -$251K | 0.23% | 82 |
|
|
2016
Q4 | $957K | Buy |
21,400
+56
| +0.3% | +$2.45K | 0.3% | 76 |
|
|
2016
Q3 | $930K | Sell |
21,344
-5,948
| -22% | -$258K | 0.3% | 75 |
|
|
2016
Q2 | $1.15M | Sell |
27,292
-1,904
| -7% | -$78.6K | 0.4% | 71 |
|
|
2016
Q1 | $1.19K | Buy |
29,196
+9,848
| +51% | +$375K | 0.05% | 72 |
|
|
2015
Q4 | $860K | Sell |
19,348
-2,712
| -12% | -$111K | 0.29% | 83 |
|
|
2015
Q3 | $858K | Buy |
22,060
+472
| +2% | +$19.5K | 0.31% | 80 |
|
|
2015
Q2 | $919K | Buy |
21,588
+1,332
| +7% | +$57.9K | 0.26% | 91 |
|
|
2015
Q1 | $877K | Buy |
20,256
+532
| +3% | +$22.6K | 0.26% | 86 |
|
|
2014
Q4 | $824K | Sell |
19,724
-816
| -4% | -$33.1K | 0.31% | 78 |
|
|
2014
Q3 | $813K | Sell |
20,540
-888
| -4% | -$35.8K | 0.29% | 82 |
|
|
2014
Q2 | $871K | Buy |
21,428
+132
| +0.6% | +$5.15K | 0.35% | 80 |
|
|
2014
Q1 | $824K | Buy |
+21,296
| New | +$807K | 0.31% | 84 |
|
Other funds holding IWR
One Capital Management's IWR Position: Q1 2026 in Review
One Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 35% in Q1 2026, buying an estimated $1.99M and bringing the position to 76,746 shares worth $7.46M. The position accounts for 0.2% of the portfolio, ranked #97.
One Capital Management first reported a position in IWR in Q1 2014 and has held it in 49 quarters since. The position peaked at $12.4M in Q1 2022. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- One Capital Management held 76,746 shares of iShares Russell Mid-Cap ETF worth $7.46M as of Q1 2026.
- One Capital Management bought 19,896 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.99M.
- iShares Russell Mid-Cap ETF made up 0.2% of One Capital Management's portfolio in Q1 2026, its #97 holding.
- One Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
- One Capital Management's iShares Russell Mid-Cap ETF position peaked at $12.4M in Q1 2022.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.