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

Stillwater 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
Q1 		$1.06M Sell
10,872
-277
-2% -$27.7K 0.12% 48
2025
Q4 		$1.07M Buy
11,149
+50
+0.5% +$4.81K 0.12% 49
2025
Q3 		$1.07M Buy
11,099
+861
+8% +$81.6K 0.12% 48
2025
Q2 		$942K Buy
10,238
+16
+0.2% +$1.38K 0.12% 49
2025
Q1 		$870K Buy
10,222
+513
+5% +$45.8K 0.12% 49
2024
Q4 		$858K Sell
9,709
-14
-0.1% -$1.27K 0.11% 52
2024
Q3 		$857K Buy
+9,723
New +$819K 0.11% 53
2024
Q2 		– Sell
-8,705
Closed -$732K – 59
2024
Q1 		$732K Buy
8,705
+468
+6% +$37.1K 0.11% 54
2023
Q4 		$640K Buy
8,237
+192
+2% +$13.6K 0.1% 57
2023
Q3 		$557K Sell
8,045
-187
-2% -$13.6K 0.1% 58
2023
Q2 		$601K Buy
8,232
+1
+0% +$70 0.11% 57
2023
Q1 		$576K Hold
8,231
– – 0.11% 55
2022
Q4 		$555K Buy
8,231
+1,246
+18% +$84K 0.12% 54
2022
Q3 		$434K Sell
6,985
-25
-0.4% -$1.72K 0.1% 53
2022
Q2 		$453K Buy
7,010
+1
+0% +$71 0.08% 60
2022
Q1 		$547K Sell
7,009
-50
-0.7% -$3.85K 0.09% 57
2021
Q4 		$586K Buy
7,059
+235
+3% +$19.3K 0.09% 58
2021
Q3 		$534K Buy
6,824
+131
+2% +$10.5K 0.09% 59
2021
Q2 		$530K Buy
6,693
+70
+1% +$5.43K 0.09% 58
2021
Q1 		$490K Sell
6,623
-26,208
-80% -$1.89M 0.09% 59
2020
Q4 		$2.25M Buy
32,831
+504
+2% +$32.1K 0.43% 38
2020
Q3 		$1.85M Sell
32,327
-980
-3% -$55.8K 0.4% 37
2020
Q2 		$1.78M Buy
33,307
+826
+3% +$41.4K 0.43% 38
2020
Q1 		$1.4M Buy
32,481
+265
+0.8% +$14.6K 0.41% 40
2019
Q4 		$1.92M Buy
32,216
+657
+2% +$37.7K 0.43% 41
2019
Q3 		$1.77M Buy
31,559
+407
+1% +$22.8K 0.45% 41
2019
Q2 		$1.74M Sell
31,152
-19,307
-38% -$1.06M 0.43% 44
2019
Q1 		$2.72M Sell
50,459
-2,617
-5% -$136K 0.59% 42
2018
Q4 		$2.47M Sell
53,076
-23,968
-31% -$1.21M 0.62% 39
2018
Q3 		$4.25M Buy
77,044
+1,268
+2% +$69.5K 0.88% 36
2018
Q2 		$4.02M Buy
75,776
+18,168
+32% +$956K 0.96% 35
2018
Q1 		$2.97M Buy
57,608
+5,404
+10% +$285K 0.71% 38
2017
Q4 		$2.72M Buy
52,204
+2,972
+6% +$151K 0.64% 39
2017
Q3 		$2.43M Buy
49,232
+2,004
+4% +$96.7K 0.63% 37
2017
Q2 		$2.27M Buy
47,228
+15,896
+51% +$754K 0.57% 38
2017
Q1 		$1.47M Sell
31,332
-7,540
-19% -$350K 0.39% 46
2016
Q4 		$1.74M Buy
38,872
+6,864
+21% +$300K 0.46% 38
2016
Q3 		$1.4M Buy
32,008
+5,648
+21% +$245K 0.41% 40
2016
Q2 		$1.11M Buy
26,360
+188
+0.7% +$7.76K 0.33% 42
2016
Q1 		$1.07M Buy
26,172
+1,924
+8% +$73.2K 0.32% 45
2015
Q4 		$971K Buy
24,248
+6,692
+38% +$273K 0.3% 45
2015
Q3 		$683K Buy
17,556
+4,192
+31% +$174K 0.23% 46
2015
Q2 		$569K Buy
13,364
+1,916
+17% +$83.3K 0.16% 56
2015
Q1 		$495K Sell
11,448
-224
-2% -$9.52K 0.15% 54
2014
Q4 		$487K Sell
11,672
-25,284
-68% -$1.03M 0.15% 54
2014
Q3 		$1.46M Buy
36,956
+11,740
+47% +$473K 0.49% 38
2014
Q2 		$1.02M Buy
25,216
+11,504
+84% +$449K 0.35% 42
2014
Q1 		$531K Buy
13,712
+1,836
+15% +$69.6K 0.19% 53
2013
Q4 		$445K Buy
+11,876
New +$429K 0.17% 53

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stillwater Capital Advisors's IWR Position: Q1 2026 in Review

Stillwater Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q1 2026, selling an estimated $27.7K and leaving 10,872 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #48.

Stillwater Capital Advisors first reported a position in IWR in Q4 2013 and has held it in 49 quarters since. The position peaked at $4.25M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Stillwater Capital Advisors held 10,872 shares of iShares Russell Mid-Cap ETF worth $1.06M as of Q1 2026.
  • Stillwater Capital Advisors sold 277 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $27.7K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Stillwater Capital Advisors's portfolio in Q1 2026, its #48 holding.
  • Stillwater Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 49 quarters since.
  • Stillwater Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $4.25M in Q3 2018.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Stillwater Capital Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.