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Prime Capital Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Prime Capital Investment 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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prime Capital Investment Advisors's IWR Position: Q1 2026 in Review

Prime Capital Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q1 2026, buying an estimated $2.15M and bringing the position to 130,840 shares worth $12.7M. The position accounts for 0.15% of the portfolio, ranked #123.

Prime Capital Investment Advisors first reported a position in IWR in Q4 2017 and has held it in 33 quarters since. The position peaked at $15M in Q1 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Prime Capital Investment Advisors held 130,840 shares of iShares Russell Mid-Cap ETF worth $12.7M as of Q1 2026.
  • Prime Capital Investment Advisors bought 21,565 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.15M.
  • iShares Russell Mid-Cap ETF made up 0.15% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #123 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
  • Prime Capital Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $15M in Q1 2024.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.