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Simon Quick Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Simon Quick 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 		$9.25M Buy
83,811
+83
+0.1% +$8.73K 0.37% 46
2026
Q1 		$8.14M Sell
83,728
-4,609
-5% -$460K 0.37% 51
2025
Q4 		$8.5M Buy
88,337
+519
+0.6% +$49.9K 0.37% 48
2025
Q3 		$8.48M Sell
87,818
-1,293
-1% -$123K 0.38% 45
2025
Q2 		$8.2M Sell
89,111
-7,423
-8% -$641K 0.41% 41
2025
Q1 		$8.21M Sell
96,534
-1,988
-2% -$177K 0.47% 28
2024
Q4 		$8.71M Buy
98,522
+4,664
+5% +$423K 0.52% 29
2024
Q3 		$8.27M Buy
93,858
+4,436
+5% +$374K 0.52% 30
2024
Q2 		$7.25M Sell
89,422
-1,677
-2% -$136K 0.51% 29
2024
Q1 		$7.66M Buy
91,099
+2,989
+3% +$237K 0.57% 28
2023
Q4 		$6.85M Sell
88,110
-1,695
-2% -$120K 0.61% 27
2023
Q3 		$6.22M Sell
89,805
-6,400
-7% -$467K 0.59% 29
2023
Q2 		$7.03M Sell
96,205
-10,654
-10% -$741K 0.65% 28
2023
Q1 		$7.47M Sell
106,859
-18,150
-15% -$1.28M 0.81% 23
2022
Q4 		$8.43M Sell
125,009
-23,508
-16% -$1.59M 1% 22
2022
Q3 		$9.23M Sell
148,517
-19,205
-11% -$1.32M 1.3% 18
2022
Q2 		$12M Sell
167,722
-207,005
-55% -$14.7M 1.57% 16
2022
Q1 		$29.2M Buy
374,727
+29,188
+8% +$2.25M 8.29% 3
2021
Q4 		$28.7M Sell
345,539
-66,134
-16% -$5.43M 7.67% 3
2021
Q3 		$32.2M Sell
411,673
-43,879
-10% -$3.51M 8.28% 3
2021
Q2 		$36.1M Buy
455,552
+54,815
+14% +$4.25M 9.55% 3
2021
Q1 		$29.6M Buy
400,737
+65,140
+19% +$4.71M 8.72% 3
2020
Q4 		$23M Buy
335,597
+76,956
+30% +$4.9M 6.94% 3
2020
Q3 		$14.8M Buy
258,641
+345
+0.1% +$19.6K 4.23% 6
2020
Q2 		$13.8M Buy
258,296
+22,502
+10% +$1.13M 5.24% 5
2020
Q1 		$10.2M Buy
235,794
+33,959
+17% +$1.87M 3.78% 8
2019
Q4 		$12M Buy
201,835
+6,971
+4% +$400K 4.36% 6
2019
Q3 		$10.9M Buy
194,864
+93,283
+92% +$5.21M 4.82% 7
2019
Q2 		$5.68M Sell
101,581
-586
-0.6% -$32.1K 2.88% 12
2019
Q1 		$5.51M Sell
102,167
-1,628
-2% -$84.3K 2.3% 14
2018
Q4 		$4.82M Sell
103,795
-8,705
-8% -$439K 1.75% 18
2018
Q3 		$6.2M Buy
112,500
+16,340
+17% +$896K 2.5% 14
2018
Q2 		$5.1M Buy
96,160
+5,068
+6% +$267K 2.16% 14
2018
Q1 		$4.7M Buy
91,092
+13,968
+18% +$736K 1.97% 14
2017
Q4 		$4.16M Sell
77,124
-19,508
-20% -$990K 1.86% 14
2017
Q3 		$4.76M Buy
96,632
+58,180
+151% +$2.81M 1.73% 15
2017
Q2 		$1.85M Sell
38,452
-32,732
-46% -$1.55M 1.04% 19
2017
Q1 		$3.33M Buy
71,184
+28,776
+68% +$1.33M 1.97% 15
2016
Q4 		$1.9M Buy
+42,408
New +$1.85M 1.42% 13

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
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

Simon Quick Advisors's IWR Position: Q2 2026 in Review

Simon Quick Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.1% in Q2 2026, buying an estimated $8.73K and bringing the position to 83,811 shares worth $9.25M. The position accounts for 0.37% of the portfolio, ranked #46.

Simon Quick Advisors first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $36.1M in Q2 2021. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Simon Quick Advisors held 83,811 shares of iShares Russell Mid-Cap ETF worth $9.25M as of Q2 2026.
  • Simon Quick Advisors bought 83 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $8.73K.
  • iShares Russell Mid-Cap ETF made up 0.37% of Simon Quick Advisors's portfolio in Q2 2026, its #46 holding.
  • Simon Quick Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Simon Quick Advisors's iShares Russell Mid-Cap ETF position peaked at $36.1M in Q2 2021.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.