SOL Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SOL Capital Management’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 Q1	–	Sell	-5,180	Closed	-$499K	–	177
2025 Q4	$499K	Hold	5,180	–	–	0.04%	238
2025 Q3	$500K	Hold	5,180	–	–	0.04%	231
2025 Q2	$476K	Hold	5,180	–	–	0.05%	233
2025 Q1	$441K	Hold	5,180	–	–	0.05%	235
2024 Q4	$458K	Hold	5,180	–	–	0.05%	235
2024 Q3	$457K	Hold	5,180	–	–	0.05%	235
2024 Q2	$420K	Hold	5,180	–	–	0.05%	231
2024 Q1	$436K	Hold	5,180	–	–	0.05%	233
2023 Q4	$403K	Sell	5,180 -150	-3%	-$10.7K	0.05%	240
2023 Q3	$369K	Hold	5,330	–	–	0.06%	231
2023 Q2	$389K	Hold	5,330	–	–	0.06%	227
2023 Q1	$373K	Hold	5,330	–	–	0.06%	227
2022 Q4	$360K	Sell	5,330 -400	-7%	-$27K	0.06%	223
2022 Q3	$356K	Hold	5,730	–	–	0.07%	208
2022 Q2	$371K	Buy	5,730 +150	+3%	+$10.7K	0.08%	206
2022 Q1	$435K	Hold	5,580	–	–	0.08%	196
2021 Q4	$463K	Hold	5,580	–	–	0.08%	191
2021 Q3	$436K	Sell	5,580 -50	-0.9%	-$4K	0.09%	192
2021 Q2	$446K	Buy	5,630 +400	+8%	+$31K	0.09%	186
2021 Q1	$387K	Buy	5,230 +680	+15%	+$49.2K	0.08%	188
2020 Q4	$312K	Buy	4,550 +450	+11%	+$28.7K	0.07%	197
2020 Q3	$235K	Hold	4,100	–	–	0.06%	202
2020 Q2	$220K	Buy	+4,100	New	+$205K	0.06%	207

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SOL Capital Management's IWR Position: Q1 2026 in Review

SOL Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 5,180 shares — an estimated $499K sold.

SOL Capital Management first reported a position in IWR in Q2 2020 and held it in 23 quarters. The position peaked at $500K in Q3 2025. 1,522 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

SOL Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 5,180 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $499K.
SOL Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 23 quarters.
SOL Capital Management's iShares Russell Mid-Cap ETF position peaked at $500K in Q3 2025.
1,522 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.