Prospera Financial Services’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 | $4M | Buy |
36,265
+822
| +2% | +$86.5K | 0.06% | 332 |
|
|
2026
Q1 | $3.45M | Sell |
35,443
-790
| -2% | -$78.9K | 0.06% | 360 |
|
|
2025
Q4 | $3.49M | Sell |
36,233
-23,256
| -39% | -$2.24M | 0.06% | 336 |
|
|
2025
Q3 | $5.75M | Buy |
59,489
+9,436
| +19% | +$894K | 0.1% | 225 |
|
|
2025
Q2 | $4.6M | Buy |
50,053
+13,405
| +37% | +$1.16M | 0.09% | 239 |
|
|
2025
Q1 | $3.12M | Buy |
36,648
+3,151
| +9% | +$281K | 0.07% | 276 |
|
|
2024
Q4 | $2.96M | Buy |
33,497
+5,777
| +21% | +$524K | 0.07% | 286 |
|
|
2024
Q3 | $2.44M | Buy |
27,720
+7,494
| +37% | +$631K | 0.06% | 300 |
|
|
2024
Q2 | $1.64M | Sell |
20,226
-840
| -4% | -$68.4K | 0.05% | 382 |
|
|
2024
Q1 | $1.77M | Buy |
21,066
+809
| +4% | +$64.1K | 0.05% | 351 |
|
|
2023
Q4 | $1.57M | Buy |
20,257
+80
| +0.4% | +$5.68K | 0.05% | 362 |
|
|
2023
Q3 | $1.4M | Buy |
20,177
+315
| +2% | +$23K | 0.05% | 346 |
|
|
2023
Q2 | $1.45M | Sell |
19,862
-1,401
| -7% | -$97.5K | 0.06% | 326 |
|
|
2023
Q1 | $1.49M | Buy |
21,263
+3,867
| +22% | +$273K | 0.06% | 316 |
|
|
2022
Q4 | $1.17M | Sell |
17,396
-6,886
| -28% | -$464K | 0.06% | 322 |
|
|
2022
Q3 | $1.51M | Sell |
24,282
-784
| -3% | -$53.9K | 0.08% | 280 |
|
|
2022
Q2 | $1.62M | Sell |
25,066
-724
| -3% | -$51.5K | 0.08% | 272 |
|
|
2022
Q1 | $2.02M | Buy |
25,790
+1,503
| +6% | +$116K | 0.08% | 271 |
|
|
2021
Q4 | $2.02M | Buy |
24,287
+493
| +2% | +$40.5K | 0.09% | 263 |
|
|
2021
Q3 | $1.86M | Buy |
23,794
+550
| +2% | +$44.1K | 0.09% | 249 |
|
|
2021
Q2 | $1.84M | Buy |
23,244
+913
| +4% | +$70.8K | 0.09% | 258 |
|
|
2021
Q1 | $1.65M | Sell |
22,331
-237
| -1% | -$17.1K | 0.1% | 245 |
|
|
2020
Q4 | $1.55M | Buy |
22,568
+20,289
| +890% | +$1.29M | 0.11% | 221 |
|
|
2020
Q3 | $131K | Sell |
2,279
-21,712
| -91% | -$1.24M | 0.05% | 340 |
|
|
2020
Q2 | $1.29M | Sell |
23,991
-730
| -3% | -$36.6K | 0.11% | 205 |
|
|
2020
Q1 | $1.07M | Sell |
24,721
-1,030
| -4% | -$56.7K | 0.11% | 198 |
|
|
2019
Q4 | $1.53M | Buy |
25,751
+11,047
| +75% | +$634K | 0.12% | 210 |
|
|
2019
Q3 | $823K | Buy |
14,704
+7,691
| +110% | +$430K | 0.08% | 207 |
|
|
2019
Q2 | $398K | Buy |
+7,013
| New | +$385K | 0.04% | 337 |
|
|
2018
Q4 | – | Sell |
-4,688
| Closed | -$254K | – | 425 |
|
|
2018
Q3 | $254K | Sell |
4,688
-1,040
| -18% | -$57K | 0.05% | 350 |
|
|
2018
Q2 | $305K | Hold |
5,728
| – | – | 0.04% | 347 |
|
|
2018
Q1 | $295K | Buy |
5,728
+140
| +3% | +$7.38K | 0.04% | 343 |
|
|
2017
Q4 | $295K | Sell |
5,588
-620
| -10% | -$31.5K | 0.05% | 309 |
|
|
2017
Q3 | $309K | Buy |
6,208
+428
| +7% | +$20.7K | 0.05% | 316 |
|
|
2017
Q2 | $274K | Buy |
+5,780
| New | +$274K | 0.04% | 329 |
|
Other funds holding IWR
Prospera Financial Services's IWR Position: Q2 2026 in Review
Prospera Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, buying an estimated $86.5K and bringing the position to 36,265 shares worth $4M. The position accounts for 0.06% of the portfolio, ranked #332.
Prospera Financial Services first reported a position in IWR in Q2 2017 and has held it in 35 quarters since. The position peaked at $5.75M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Prospera Financial Services held 36,265 shares of iShares Russell Mid-Cap ETF worth $4M as of Q2 2026.
- Prospera Financial Services bought 822 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $86.5K.
- iShares Russell Mid-Cap ETF made up 0.06% of Prospera Financial Services's portfolio in Q2 2026, its #332 holding.
- Prospera Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 35 quarters since.
- Prospera Financial Services's iShares Russell Mid-Cap ETF position peaked at $5.75M in Q3 2025.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.