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

Prosperity Capital 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 Q2	$954K	Sell	8,649 -338	-4%	-$35.5K	0.05%	192
2026 Q1	$874K	Sell	8,987 -10,522	-54%	-$1.05M	0.05%	202
2025 Q4	$1.88M	Buy	19,509 +1,947	+11%	+$187K	0.11%	124
2025 Q3	$1.7M	Buy	17,562 +332	+2%	+$31.5K	0.1%	134
2025 Q2	$1.58M	Buy	17,230 +180	+1%	+$15.5K	0.1%	135
2025 Q1	$1.46M	Buy	17,050 +8,325	+95%	+$742K	0.12%	127
2024 Q4	$771K	Sell	8,725 -4,077	-32%	-$370K	0.06%	184
2024 Q3	$1.13M	Sell	12,802 -4,136	-24%	-$348K	0.1%	147
2024 Q2	$1.37M	Sell	16,938 -14,226	-46%	-$1.16M	0.15%	103
2024 Q1	$2.62M	Buy	31,164 +26,021	+506%	+$2.06M	0.31%	59
2023 Q4	$400K	Sell	5,143 -92	-2%	-$6.54K	0.04%	168
2023 Q3	$363K	Buy	5,235 +117	+2%	+$8.54K	0.05%	163
2023 Q2	$374K	Buy	+5,118	New	+$356K	0.05%	165

Other funds holding IWR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Prosperity Capital Advisors's IWR Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, selling an estimated $35.5K and leaving 8,649 shares worth $954K. The position accounts for 0.05% of the portfolio, ranked #192.

Prosperity Capital Advisors first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.62M in Q1 2024. 401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Prosperity Capital Advisors held 8,649 shares of iShares Russell Mid-Cap ETF worth $954K as of Q2 2026.
Prosperity Capital Advisors sold 338 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $35.5K.
iShares Russell Mid-Cap ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #192 holding.
Prosperity Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Prosperity Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $2.62M in Q1 2024.
401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.