PAG
IWR icon

Private Advisor Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Private Advisor Group’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 		$16M Sell
164,535
-4,394
-3% -$439K 0.08% 280
2025
Q4 		$16.3M Sell
168,929
-5,563
-3% -$535K 0.08% 267
2025
Q3 		$16.8M Sell
174,492
-9,841
-5% -$933K 0.08% 243
2025
Q2 		$17M Buy
184,333
+997
+0.5% +$86.1K 0.09% 226
2025
Q1 		$15.6M Buy
183,336
+5,460
+3% +$487K 0.09% 215
2024
Q4 		$15.7M Buy
177,876
+1,921
+1% +$174K 0.09% 214
2024
Q3 		$15.5M Sell
175,955
-13,899
-7% -$1.17M 0.1% 197
2024
Q2 		$15.4M Buy
189,854
+3,387
+2% +$276K 0.1% 185
2024
Q1 		$15.7M Buy
186,467
+5,909
+3% +$468K 0.11% 168
2023
Q4 		$14M Buy
180,558
+9,647
+6% +$685K 0.11% 179
2023
Q3 		$11.8M Sell
170,911
-987
-0.6% -$72K 0.11% 182
2023
Q2 		$12.6M Sell
171,898
-8,743
-5% -$608K 0.11% 183
2023
Q1 		$12.6M Sell
180,641
-4,480
-2% -$316K 0.12% 175
2022
Q4 		$1.24M Sell
185,121
-7,340
-4% -$495K 0.06% 311
2022
Q3 		$12M Sell
192,461
-75,566
-28% -$5.2M 0.14% 158
2022
Q2 		$17.3M Sell
268,027
-17,771
-6% -$1.27M 0.15% 136
2022
Q1 		$22.3M Buy
285,798
+7,470
+3% +$575K 0.17% 119
2021
Q4 		$23.1M Sell
278,328
-93,868
-25% -$7.7M 0.17% 116
2021
Q3 		$29.1M Buy
372,196
+99,311
+36% +$7.96M 0.19% 110
2021
Q2 		$21.6M Buy
272,885
+24,771
+10% +$1.92M 0.19% 106
2021
Q1 		$18.3M Sell
248,114
-18,511
-7% -$1.34M 0.18% 121
2020
Q4 		$18.3M Sell
266,625
-871
-0.3% -$55.5K 0.19% 108
2020
Q3 		$15.1M Sell
267,496
-6,599
-2% -$376K 0.2% 106
2020
Q2 		$14.7M Sell
274,095
-29,547
-10% -$1.48M 0.2% 104
2020
Q1 		$13.1M Sell
303,642
-33,891
-10% -$1.87M 0.24% 86
2019
Q4 		$20.1M Sell
337,533
-37,391
-10% -$2.15M 0.31% 63
2019
Q3 		$21M Buy
374,924
+127,044
+51% +$7.1M 0.33% 59
2019
Q2 		$13.8M Buy
247,880
+24,383
+11% +$1.34M 0.25% 87
2019
Q1 		$12.1M Sell
223,497
-29,752
-12% -$1.54M 0.24% 95
2018
Q4 		$11.9M Buy
253,249
+67,093
+36% +$3.38M 0.29% 77
2018
Q3 		$10.3M Buy
186,156
+112,328
+152% +$6.16M 0.21% 111
2018
Q2 		$3.92M Sell
73,828
-45,028
-38% -$2.37M 0.06% 146
2018
Q1 		$6.13M Buy
118,856
+42,336
+55% +$2.23M 0.24% 96
2017
Q4 		$4.07M Sell
76,520
-83,612
-52% -$4.24M 0.17% 127
2017
Q3 		$7.96M Buy
160,132
+3,176
+2% +$153K 0.2% 114
2017
Q2 		$7.49M Sell
156,956
-1,004
-0.6% -$47.6K 0.2% 118
2017
Q1 		$7.32M Buy
157,960
+15,740
+11% +$730K 0.2% 120
2016
Q4 		$6.48M Sell
142,220
-5,840
-4% -$255K 0.21% 110
2016
Q3 		$6.38M Sell
148,060
-1,844
-1% -$79.9K 0.26% 90
2016
Q2 		$6.25M Sell
149,904
-17,180
-10% -$709K 0.25% 93
2016
Q1 		$6.87M Buy
167,084
+212
+0.1% +$8.07K 0.33% 64
2015
Q4 		$6.68M Buy
166,872
+30,184
+22% +$1.23M 0.32% 72
2015
Q3 		$5.32M Buy
136,688
+18,088
+15% +$749K 0.29% 76
2015
Q2 		$5.05M Buy
118,600
+7,700
+7% +$335K 0.24% 82
2015
Q1 		$4.8M Buy
110,900
+4,248
+4% +$181K 0.28% 72
2014
Q4 		$4.45M Buy
106,652
+7,064
+7% +$287K 0.29% 80
2014
Q3 		$3.94M Buy
99,588
+1,944
+2% +$78.3K 0.27% 85
2014
Q2 		$3.97M Buy
97,644
+972
+1% +$37.9K 0.34% 66
2014
Q1 		$3.74M Buy
96,672
+25,056
+35% +$950K 0.39% 60
2013
Q4 		$2.69M Buy
+71,616
New +$2.59M 0.3% 72

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

Private Advisor Group's IWR Position: Q1 2026 in Review

Private Advisor Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.6% in Q1 2026, selling an estimated $439K and leaving 164,535 shares worth $16M. The position accounts for 0.08% of the portfolio, ranked #280.

Private Advisor Group first reported a position in IWR in Q4 2013 and has held it in 50 quarters since. The position peaked at $29.1M in Q3 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Private Advisor Group held 164,535 shares of iShares Russell Mid-Cap ETF worth $16M as of Q1 2026.
  • Private Advisor Group sold 4,394 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $439K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Private Advisor Group's portfolio in Q1 2026, its #280 holding.
  • Private Advisor Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's iShares Russell Mid-Cap ETF position peaked at $29.1M in Q3 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.