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Sowell Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sowell Financial Services’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 		$3.74M Buy
33,915
+2,876
+9% +$302K 0.12% 183
2026
Q1 		$3.02M Sell
31,039
-700
-2% -$69.9K 0.11% 198
2025
Q4 		$3.06M Buy
31,739
+1,569
+5% +$151K 0.11% 189
2025
Q3 		$2.91M Buy
30,170
+885
+3% +$83.9K 0.11% 193
2025
Q2 		$2.69M Sell
29,285
-910
-3% -$78.6K 0.11% 191
2025
Q1 		$2.57M Sell
30,195
-28
-0.1% -$2.5K 0.12% 181
2024
Q4 		$2.67M Buy
30,223
+2,371
+9% +$215K 0.14% 157
2024
Q3 		$2.46M Buy
27,852
+1,295
+5% +$109K 0.11% 202
2024
Q2 		$2.15M Sell
26,557
-1,845
-6% -$150K 0.1% 204
2024
Q1 		$2.39M Sell
28,402
-266
-0.9% -$21.1K 0.11% 191
2023
Q4 		$2.23M Buy
28,668
+2,562
+10% +$182K 0.12% 188
2023
Q3 		$1.82M Buy
+26,106
New +$1.9M 0.11% 200
2021
Q2 		– Sell
-6,905
Closed -$534K – 1631
2021
Q1 		$534K Buy
6,905
+585
+9% +$42.3K 0.02% 620
2020
Q4 		$433K Sell
6,320
-116
-2% -$7.39K 0.02% 562
2020
Q3 		$369K Sell
6,436
-260
-4% -$14.8K 0.02% 544
2020
Q2 		$359K Buy
6,696
+21
+0.3% +$1.05K 0.02% 546
2020
Q1 		$288K Sell
6,675
-337
-5% -$18.5K 0.02% 557
2019
Q4 		$418K Sell
7,012
-112
-2% -$6.43K 0.03% 502
2019
Q3 		$399K Buy
+7,124
New +$398K 0.03% 465
2019
Q1 		$284K Sell
5,265
-14
-0.3% -$725 0.03% 460
2018
Q4 		$245K Buy
+5,279
New +$266K 0.03% 422
2018
Q3 		– Sell
-6,540
Closed -$354K – 420
2018
Q2 		$354K Buy
6,540
+16
+0.2% +$842 0.08% 210
2018
Q1 		$335K Sell
6,524
-72
-1% -$3.79K 0.08% 202
2017
Q4 		$354K Sell
6,596
-100
-1% -$5.08K 0.09% 193
2017
Q3 		$335K Sell
6,696
-336
-5% -$16.2K 0.09% 183
2017
Q2 		$339K Buy
7,032
+1,336
+23% +$63.3K 0.1% 175
2017
Q1 		$271K Buy
+5,696
New +$264K 0.08% 204

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sowell Financial Services's IWR Position: Q2 2026 in Review

Sowell Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.3% in Q2 2026, buying an estimated $302K and bringing the position to 33,915 shares worth $3.74M. The position accounts for 0.12% of the portfolio, ranked #183.

Sowell Financial Services first reported a position in IWR in Q1 2017 and has held it in 27 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Sowell Financial Services held 33,915 shares of iShares Russell Mid-Cap ETF worth $3.74M as of Q2 2026.
  • Sowell Financial Services bought 2,876 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $302K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Sowell Financial Services's portfolio in Q2 2026, its #183 holding.
  • Sowell Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 27 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.