Smartleaf Asset Management’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
$98.1K Buy
1,035
+60
+6% +$5.99K ﹤0.01% 1117
2025
Q4
$94.8K Buy
975
+575
+144% +$55.3K ﹤0.01% 1215
2025
Q3
$38.6K Buy
400
+263
+192% +$24.9K ﹤0.01% 1521
2025
Q2
$12.5K Buy
137
+43
+46% +$3.71K ﹤0.01% 1746
2025
Q1
$7.98K Hold
94
﹤0.01% 2018
2024
Q4
$8.34K Sell
94
-9
-9% -$817 ﹤0.01% 2068
2024
Q3
$9.1K Hold
103
﹤0.01% 1810
2024
Q2
$8.37K Sell
103
-32
-24% -$2.6K ﹤0.01% 1502
2024
Q1
$11.3K Sell
135
-408
-75% -$32.3K ﹤0.01% 990
2023
Q4
$42.6K Buy
+543
New +$38.6K 0.01% 560

Other funds holding IWR

Smartleaf Asset Management's IWR Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.2% in Q1 2026, buying an estimated $5.99K and bringing the position to 1,035 shares worth $98.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Smartleaf Asset Management first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Smartleaf Asset Management held 1,035 shares of iShares Russell Mid-Cap ETF worth $98.1K as of Q1 2026.
  • Smartleaf Asset Management bought 60 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.99K.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1117 holding.
  • Smartleaf Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.