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Southern Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Southern Capital 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 		$2.16M Buy
19,611
+122
+0.6% +$12.8K 0.9% 19
2026
Q1 		$1.89M Buy
19,489
+160
+0.8% +$16K 0.89% 23
2025
Q4 		$1.86M Buy
19,329
+989
+5% +$95.1K 0.86% 26
2025
Q3 		$1.77M Buy
18,340
+1,102
+6% +$104K 0.83% 28
2025
Q2 		$1.59M Buy
17,238
+637
+4% +$55K 0.81% 27
2025
Q1 		$1.41M Sell
16,601
-133
-0.8% -$11.9K 0.78% 27
2024
Q4 		$1.48M Buy
16,734
+149
+0.9% +$13.5K 0.82% 26
2024
Q3 		$1.46M Sell
16,585
-19
-0.1% -$1.6K 0.82% 26
2024
Q2 		$1.35M Buy
16,604
+59
+0.4% +$4.8K 0.83% 26
2024
Q1 		$1.39M Buy
16,545
+610
+4% +$48.3K 0.84% 26
2023
Q4 		$1.24M Buy
15,935
+2,740
+21% +$195K 0.88% 23
2023
Q3 		$914K Sell
13,195
-467
-3% -$34.1K 0.76% 26
2023
Q2 		$998K Buy
13,662
+649
+5% +$45.1K 0.76% 26
2023
Q1 		$910K Buy
13,013
+1,017
+8% +$71.8K 0.67% 31
2022
Q4 		$809K Sell
11,996
-2,776
-19% -$187K 0.63% 34
2022
Q3 		$918K Buy
14,772
+218
+1% +$15K 0.75% 26
2022
Q2 		$941K Buy
14,554
+680
+5% +$48.4K 0.75% 26
2022
Q1 		$1.08M Buy
13,874
+4,633
+50% +$357K 0.74% 24
2021
Q4 		$767K Buy
+9,241
New +$759K 0.47% 35

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

Southern Capital Advisors's IWR Position: Q2 2026 in Review

Southern Capital Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.63% in Q2 2026, buying an estimated $12.8K and bringing the position to 19,611 shares worth $2.16M. The position accounts for 0.9% of the portfolio, ranked #19.

Southern Capital Advisors first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 807 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Southern Capital Advisors held 19,611 shares of iShares Russell Mid-Cap ETF worth $2.16M as of Q2 2026.
  • Southern Capital Advisors bought 122 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.8K.
  • iShares Russell Mid-Cap ETF made up 0.9% of Southern Capital Advisors's portfolio in Q2 2026, its #19 holding.
  • Southern Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 807 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Southern Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.