Scotia Capital’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 | $241K | Sell |
2,480
-13
| -0.5% | -$1.3K | ﹤0.01% | 816 |
|
|
2025
Q4 | $240K | Hold |
2,493
| – | – | ﹤0.01% | 802 |
|
|
2025
Q3 | $241K | Sell |
2,493
-350
| -12% | -$33.2K | ﹤0.01% | 805 |
|
|
2025
Q2 | $261K | Hold |
2,843
| – | – | ﹤0.01% | 746 |
|
|
2025
Q1 | $242K | Sell |
2,843
-181
| -6% | -$16.1K | ﹤0.01% | 743 |
|
|
2024
Q4 | $267K | Buy |
3,024
+24
| +0.8% | +$2.18K | ﹤0.01% | 729 |
|
|
2024
Q3 | $264K | Buy |
3,000
+237
| +9% | +$20K | ﹤0.01% | 717 |
|
|
2024
Q2 | $224K | Hold |
2,763
| – | – | ﹤0.01% | 742 |
|
|
2024
Q1 | $232K | Sell |
2,763
-5
| -0.2% | -$396 | ﹤0.01% | 740 |
|
|
2023
Q4 | $215K | Buy |
+2,768
| New | +$197K | ﹤0.01% | 728 |
|
|
2023
Q3 | – | Sell |
-2,800
| Closed | -$204K | – | 799 |
|
|
2023
Q2 | $204K | Buy |
+2,800
| New | +$195K | ﹤0.01% | 726 |
|
|
2022
Q2 | – | Sell |
-2,806
| Closed | -$219K | – | 862 |
|
|
2022
Q1 | $219K | Sell |
2,806
-316
| -10% | -$24.3K | ﹤0.01% | 793 |
|
|
2021
Q4 | $259K | Sell |
3,122
-39
| -1% | -$3.2K | ﹤0.01% | 768 |
|
|
2021
Q3 | $247K | Buy |
3,161
+39
| +1% | +$3.12K | ﹤0.01% | 764 |
|
|
2021
Q2 | $247K | Sell |
3,122
-135
| -4% | -$10.5K | ﹤0.01% | 744 |
|
|
2021
Q1 | $241K | Buy |
3,257
+135
| +4% | +$9.76K | ﹤0.01% | 725 |
|
|
2020
Q4 | $214K | Buy |
+3,122
| New | +$199K | ﹤0.01% | 697 |
|
|
2019
Q3 | – | Sell |
-15,704
| Closed | -$877K | – | 758 |
|
|
2019
Q2 | $877K | Buy |
15,704
+52
| +0.3% | +$2.85K | 0.01% | 423 |
|
|
2019
Q1 | $844K | Sell |
15,652
-13,427
| -46% | -$696K | 0.01% | 412 |
|
|
2018
Q4 | $1.35M | Sell |
29,079
-4,141
| -12% | -$209K | 0.02% | 316 |
|
|
2018
Q3 | $1.83M | Buy |
33,220
+1,000
| +3% | +$54.8K | 0.02% | 303 |
|
|
2018
Q2 | $1.66M | Hold |
32,220
| – | – | 0.02% | 307 |
|
|
2018
Q1 | $1.66M | Buy |
32,220
+56
| +0.2% | +$2.95K | 0.02% | 316 |
|
|
2017
Q4 | $1.67M | Sell |
32,164
-5,080
| -14% | -$258K | 0.02% | 324 |
|
|
2017
Q3 | $1.84M | Buy |
37,244
+16,200
| +77% | +$782K | 0.03% | 294 |
|
|
2017
Q2 | $1.01M | Sell |
21,044
-616
| -3% | -$29.2K | 0.02% | 367 |
|
|
2017
Q1 | $1.01M | Buy |
21,660
+5,188
| +31% | +$240K | 0.02% | 384 |
|
|
2016
Q4 | $737K | Buy |
16,472
+8,552
| +108% | +$374K | 0.01% | 495 |
|
|
2016
Q3 | $345K | Hold |
7,920
| – | – | 0.01% | 632 |
|
|
2016
Q2 | $333K | Sell |
7,920
-4,800
| -38% | -$198K | 0.01% | 580 |
|
|
2016
Q1 | $518K | Buy |
+12,720
| New | +$484K | 0.01% | 464 |
|
Other funds holding IWR
Scotia Capital's IWR Position: Q1 2026 in Review
Scotia Capital reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.52% in Q1 2026, selling an estimated $1.3K and leaving 2,480 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #816.
Scotia Capital first reported a position in IWR in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.84M in Q3 2017. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Scotia Capital held 2,480 shares of iShares Russell Mid-Cap ETF worth $241K as of Q1 2026.
- Scotia Capital sold 13 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.3K.
- iShares Russell Mid-Cap ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #816 holding.
- Scotia Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2016 and has held it in 31 quarters since.
- Scotia Capital's iShares Russell Mid-Cap ETF position peaked at $1.84M in Q3 2017.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.