Prime Capital Investment Advisors’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
Q2 | $15.1M | Buy |
136,456
+5,616
| +4% | +$591K | 0.15% | 119 |
|
|
2026
Q1 | $12.7M | Buy |
130,840
+21,565
| +20% | +$2.15M | 0.15% | 123 |
|
|
2025
Q4 | $10.5M | Sell |
109,275
-7,353
| -6% | -$707K | 0.13% | 130 |
|
|
2025
Q3 | $11.3M | Buy |
116,628
+833
| +0.7% | +$79K | 0.14% | 120 |
|
|
2025
Q2 | $10.6M | Sell |
115,795
-17,783
| -13% | -$1.54M | 0.14% | 121 |
|
|
2025
Q1 | $11.4M | Buy |
133,578
+34,813
| +35% | +$3.1M | 0.13% | 135 |
|
|
2024
Q4 | $8.73M | Buy |
98,765
+1,361
| +1% | +$124K | 0.13% | 129 |
|
|
2024
Q3 | $8.59M | Buy |
97,404
+11,154
| +13% | +$940K | 0.12% | 129 |
|
|
2024
Q2 | $6.99M | Sell |
86,250
-92,450
| -52% | -$7.52M | 0.1% | 145 |
|
|
2024
Q1 | $15M | Buy |
178,700
+132,665
| +288% | +$10.5M | 0.21% | 95 |
|
|
2023
Q4 | $3.58M | Buy |
46,035
+14,060
| +44% | +$999K | 0.05% | 242 |
|
|
2023
Q3 | $2.21M | Buy |
31,975
+6,377
| +25% | +$465K | 0.05% | 235 |
|
|
2023
Q2 | $1.87M | Buy |
25,598
+8,314
| +48% | +$578K | 0.04% | 265 |
|
|
2023
Q1 | $1.21M | Sell |
17,284
-4,703
| -21% | -$332K | 0.05% | 213 |
|
|
2022
Q4 | $1.48M | Buy |
21,987
+8,904
| +68% | +$600K | 0.06% | 197 |
|
|
2022
Q3 | $813K | Buy |
13,083
+1,582
| +14% | +$109K | 0.05% | 191 |
|
|
2022
Q2 | $744K | Buy |
11,501
+7,861
| +216% | +$560K | 0.04% | 198 |
|
|
2022
Q1 | $302K | Hold |
3,640
| – | – | 0.02% | 292 |
|
|
2021
Q4 | $302K | Hold |
3,640
| – | – | 0.02% | 292 |
|
|
2021
Q3 | $285K | Sell |
3,640
-43
| -1% | -$3.44K | 0.02% | 253 |
|
|
2021
Q2 | $292K | Buy |
3,683
+433
| +13% | +$33.6K | 0.02% | 311 |
|
|
2021
Q1 | $240K | Hold |
3,250
| – | – | 0.02% | 234 |
|
|
2020
Q4 | $223K | Sell |
3,250
-1,350
| -29% | -$86K | 0.02% | 230 |
|
|
2020
Q3 | $264K | Hold |
4,600
| – | – | 0.02% | 228 |
|
|
2020
Q2 | $247K | Hold |
4,600
| – | – | 0.02% | 218 |
|
|
2020
Q1 | $199K | Hold |
4,600
| – | – | 0.02% | 194 |
|
|
2019
Q4 | $274K | Hold |
4,600
| – | – | 0.03% | 175 |
|
|
2019
Q3 | $257K | Hold |
4,600
| – | – | 0.04% | 184 |
|
|
2019
Q2 | $257K | Sell |
4,600
-237
| -5% | -$13K | 0.05% | 165 |
|
|
2019
Q1 | $261K | Buy |
+4,837
| New | +$251K | 0.08% | 123 |
|
|
2018
Q4 | – | Sell |
-4,600
| Closed | -$254K | – | 392 |
|
|
2018
Q3 | $254K | Hold |
4,600
| – | – | 0.08% | 118 |
|
|
2018
Q2 | $244K | Hold |
4,600
| – | – | 0.1% | 120 |
|
|
2018
Q1 | $237K | Sell |
4,600
-664
| -13% | -$35K | 0.17% | 92 |
|
|
2017
Q4 | $274K | Buy |
+5,264
| New | +$267K | 0.21% | 89 |
|
Other funds holding IWR
Prime Capital Investment Advisors's IWR Position: Q2 2026 in Review
Prime Capital Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, buying an estimated $591K and bringing the position to 136,456 shares worth $15.1M. The position accounts for 0.15% of the portfolio, ranked #119.
Prime Capital Investment Advisors first reported a position in IWR in Q4 2017 and has held it in 34 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Prime Capital Investment Advisors held 136,456 shares of iShares Russell Mid-Cap ETF worth $15.1M as of Q2 2026.
- Prime Capital Investment Advisors bought 5,616 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $591K.
- iShares Russell Mid-Cap ETF made up 0.15% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #119 holding.
- Prime Capital Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.