Rehmann Capital Advisory Group’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
Q1 | $816K | Sell |
8,388
-16,299
| -66% | -$1.63M | 0.04% | 285 |
|
|
2025
Q4 | $2.38M | Buy |
24,687
+15,849
| +179% | +$1.52M | 0.12% | 125 |
|
|
2025
Q3 | $853K | Buy |
8,838
+837
| +10% | +$79.3K | 0.05% | 261 |
|
|
2025
Q2 | $736K | Buy |
8,001
+3,568
| +80% | +$308K | 0.04% | 273 |
|
|
2025
Q1 | $377K | Sell |
4,433
-965
| -18% | -$86.1K | 0.02% | 427 |
|
|
2024
Q4 | $477K | Buy |
5,398
+1,015
| +23% | +$92.1K | 0.03% | 360 |
|
|
2024
Q3 | $386K | Buy |
4,383
+71
| +2% | +$5.98K | 0.03% | 400 |
|
|
2024
Q2 | $350K | Sell |
4,312
-81
| -2% | -$6.59K | 0.03% | 410 |
|
|
2024
Q1 | $369K | Sell |
4,393
-324
| -7% | -$25.7K | 0.03% | 383 |
|
|
2023
Q4 | $367K | Sell |
4,717
-241
| -5% | -$17.1K | 0.03% | 380 |
|
|
2023
Q3 | $343K | Buy |
4,958
+16
| +0.3% | +$1.17K | 0.03% | 370 |
|
|
2023
Q2 | $361K | Sell |
4,942
-454
| -8% | -$31.6K | 0.03% | 377 |
|
|
2023
Q1 | $377K | Sell |
5,396
-1,663
| -24% | -$117K | 0.04% | 362 |
|
|
2022
Q4 | $476K | Sell |
7,059
-1,032
| -13% | -$69.6K | 0.05% | 302 |
|
|
2022
Q3 | $503K | Sell |
8,091
-1,481
| -15% | -$102K | 0.06% | 286 |
|
|
2022
Q2 | $619K | Buy |
9,572
+285
| +3% | +$20.3K | 0.07% | 247 |
|
|
2022
Q1 | $725K | Sell |
9,287
-4,280
| -32% | -$329K | 0.07% | 253 |
|
|
2021
Q4 | $1.13M | Buy |
13,567
+5,227
| +63% | +$429K | 0.1% | 179 |
|
|
2021
Q3 | $652K | Buy |
8,340
+260
| +3% | +$20.8K | 0.06% | 267 |
|
|
2021
Q2 | $640K | Sell |
8,080
-933
| -10% | -$72.4K | 0.06% | 259 |
|
|
2021
Q1 | $666K | Buy |
9,013
+1,664
| +23% | +$120K | 0.07% | 235 |
|
|
2020
Q4 | $504K | Sell |
7,349
-366
| -5% | -$23.3K | 0.06% | 264 |
|
|
2020
Q3 | $443K | Sell |
7,715
-443
| -5% | -$25.2K | 0.06% | 264 |
|
|
2020
Q2 | $437K | Sell |
8,158
-9,807
| -55% | -$492K | 0.06% | 257 |
|
|
2020
Q1 | $776K | Buy |
+17,965
| New | +$989K | 0.13% | 137 |
|
|
2019
Q3 | – | Sell |
-10,818
| Closed | -$604K | – | 1920 |
|
|
2019
Q2 | $604K | Buy |
10,818
+578
| +6% | +$31.7K | 0.07% | 212 |
|
|
2019
Q1 | $552K | Buy |
+10,240
| New | +$530K | 0.07% | 202 |
|
|
2018
Q4 | – | Sell |
-6,692
| Closed | -$369K | – | 1996 |
|
|
2018
Q3 | $369K | Buy |
6,692
+12
| +0.2% | +$658 | 0.05% | 266 |
|
|
2018
Q2 | $354K | Sell |
6,680
-612
| -8% | -$32.2K | 0.05% | 262 |
|
|
2018
Q1 | $376K | Buy |
7,292
+52
| +0.7% | +$2.74K | 0.06% | 234 |
|
|
2017
Q4 | $377K | Buy |
7,240
+2,724
| +60% | +$138K | 0.06% | 240 |
|
|
2017
Q3 | $223K | Buy |
4,516
+136
| +3% | +$6.57K | 0.04% | 336 |
|
|
2017
Q2 | $210K | Hold |
4,380
| – | – | 0.04% | 340 |
|
|
2017
Q1 | $205K | Sell |
4,380
-14,804
| -77% | -$686K | 0.03% | 374 |
|
|
2016
Q4 | $858K | Buy |
+19,184
| New | +$839K | 0.16% | 128 |
|
Other funds holding IWR
Rehmann Capital Advisory Group's IWR Position: Q1 2026 in Review
Rehmann Capital Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 66% in Q1 2026, selling an estimated $1.63M and leaving 8,388 shares worth $816K. The position accounts for 0.04% of the portfolio, ranked #285.
Rehmann Capital Advisory Group first reported a position in IWR in Q4 2016 and has held it in 35 quarters since. The position peaked at $2.38M in Q4 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Rehmann Capital Advisory Group held 8,388 shares of iShares Russell Mid-Cap ETF worth $816K as of Q1 2026.
- Rehmann Capital Advisory Group sold 16,299 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.63M.
- iShares Russell Mid-Cap ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #285 holding.
- Rehmann Capital Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 35 quarters since.
- Rehmann Capital Advisory Group's iShares Russell Mid-Cap ETF position peaked at $2.38M in Q4 2025.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.