Pinnacle Associates’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 | $1.68M | Sell |
17,246
-6,285
| -27% | -$628K | 0.02% | 426 |
|
|
2025
Q4 | $2.27M | Sell |
23,531
-200
| -0.8% | -$19.2K | 0.03% | 377 |
|
|
2025
Q3 | $2.29M | Sell |
23,731
-700
| -3% | -$66.4K | 0.03% | 367 |
|
|
2025
Q2 | $2.25M | Sell |
24,431
-100
| -0.4% | -$8.64K | 0.03% | 362 |
|
|
2025
Q1 | $2.09M | Hold |
24,531
| – | – | 0.03% | 373 |
|
|
2024
Q4 | $2.17M | Buy |
24,531
+3,400
| +16% | +$309K | 0.03% | 357 |
|
|
2024
Q3 | $1.64M | Buy |
21,131
+589
| +3% | +$49.6K | 0.03% | 385 |
|
|
2024
Q2 | $1.67M | Sell |
20,542
-412
| -2% | -$33.5K | 0.03% | 394 |
|
|
2024
Q1 | $1.76M | Sell |
20,954
-177
| -0.8% | -$14K | 0.03% | 392 |
|
|
2023
Q4 | $1.64M | Buy |
21,131
+2,682
| +15% | +$191K | 0.03% | 390 |
|
|
2023
Q3 | $1.28M | Sell |
18,449
-100
| -0.5% | -$7.29K | 0.02% | 418 |
|
|
2023
Q2 | $1.35M | Hold |
18,549
| – | – | 0.02% | 422 |
|
|
2023
Q1 | $1.3M | Sell |
18,549
-312
| -2% | -$22K | 0.03% | 371 |
|
|
2022
Q4 | $1.27M | Sell |
18,861
-5,995
| -24% | -$404K | 0.03% | 367 |
|
|
2022
Q3 | $1.54M | Buy |
24,856
+5,472
| +28% | +$376K | 0.04% | 324 |
|
|
2022
Q2 | $1.25M | Sell |
19,384
-13,487
| -41% | -$960K | 0.03% | 360 |
|
|
2022
Q1 | $2.56M | Buy |
32,871
+13,487
| +70% | +$1.04M | 0.05% | 304 |
|
|
2021
Q4 | $1.61M | Buy |
19,384
+6,124
| +46% | +$503K | 0.03% | 374 |
|
|
2021
Q3 | $1.04M | Buy |
13,260
+2,879
| +28% | +$231K | 0.02% | 433 |
|
|
2021
Q2 | $823K | Sell |
10,381
-475
| -4% | -$36.8K | 0.01% | 467 |
|
|
2021
Q1 | $803K | Sell |
10,856
-1,157
| -10% | -$83.6K | 0.02% | 449 |
|
|
2020
Q4 | $823K | Buy |
12,013
+43
| +0.4% | +$2.74K | 0.02% | 428 |
|
|
2020
Q3 | $687K | Sell |
11,970
-516
| -4% | -$29.4K | 0.02% | 442 |
|
|
2020
Q2 | $669K | Buy |
12,486
+2,903
| +30% | +$146K | 0.02% | 438 |
|
|
2020
Q1 | $414K | Buy |
9,583
+5,800
| +153% | +$319K | 0.01% | 511 |
|
|
2019
Q4 | $226K | Buy |
3,783
+53
| +1% | +$3.04K | ﹤0.01% | 650 |
|
|
2019
Q3 | $209K | Buy |
3,730
+35
| +0.9% | +$1.96K | ﹤0.01% | 662 |
|
|
2019
Q2 | $206K | Buy |
+3,695
| New | +$203K | ﹤0.01% | 665 |
|
|
2019
Q1 | – | Sell |
-4,944
| Closed | -$230K | – | 721 |
|
|
2018
Q4 | $230K | Buy |
4,944
+280
| +6% | +$14.1K | 0.01% | 621 |
|
|
2018
Q3 | $257K | Buy |
+4,664
| New | +$256K | 0.01% | 634 |
|
|
2018
Q1 | – | Sell |
-4,580
| Closed | -$238K | – | 698 |
|
|
2017
Q4 | $238K | Buy |
4,580
+4
| +0.1% | +$203 | ﹤0.01% | 615 |
|
|
2017
Q3 | $226K | Sell |
4,576
-1,060
| -19% | -$51.2K | ﹤0.01% | 615 |
|
|
2017
Q2 | $271K | Buy |
+5,636
| New | +$267K | 0.01% | 588 |
|
Other funds holding IWR
Pinnacle Associates's IWR Position: Q1 2026 in Review
Pinnacle Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 27% in Q1 2026, selling an estimated $628K and leaving 17,246 shares worth $1.68M. The position accounts for 0.02% of the portfolio, ranked #426.
Pinnacle Associates first reported a position in IWR in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.56M in Q1 2022. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Pinnacle Associates held 17,246 shares of iShares Russell Mid-Cap ETF worth $1.68M as of Q1 2026.
- Pinnacle Associates sold 6,285 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $628K.
- iShares Russell Mid-Cap ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #426 holding.
- Pinnacle Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 33 quarters since.
- Pinnacle Associates's iShares Russell Mid-Cap ETF position peaked at $2.56M in Q1 2022.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.