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Stratos Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stratos Investment 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
Q2 		$799K Buy
7,241
+135
+2% +$14.2K 0.03% 219
2026
Q1 		$691K Buy
7,106
+5
+0.1% +$499 0.03% 220
2025
Q4 		$684K Sell
7,101
-52,562
-88% -$5.05M 0.03% 209
2025
Q3 		$5.76M Buy
59,663
+52,605
+745% +$4.99M 0.24% 83
2025
Q2 		$649K Buy
7,058
+5
+0.1% +$432 0.03% 221
2025
Q1 		$600K Buy
7,053
+4
+0.1% +$357 0.03% 196
2024
Q4 		$623K Buy
7,049
+6
+0.1% +$545 0.04% 159
2024
Q3 		$621K Sell
7,043
-37
-0.5% -$3.12K 0.04% 139
2024
Q2 		$574K Sell
7,080
-2,691
-28% -$219K 0.05% 137
2024
Q1 		$822K Sell
9,771
-8,000
-45% -$634K 0.08% 116
2023
Q4 		$1.38M Buy
17,771
+1,598
+10% +$114K 0.16% 94
2023
Q3 		$1.12M Hold
16,173
– – 0.17% 89
2023
Q2 		$1.18M Sell
16,173
-716
-4% -$49.8K 0.18% 88
2023
Q1 		$1.18M Sell
16,889
-704
-4% -$49.7K 0.2% 88
2022
Q4 		$1.19M Sell
17,593
-1,439
-8% -$97K 0.21% 86
2022
Q3 		$1.18M Buy
19,032
+1,531
+9% +$105K 0.24% 84
2022
Q2 		$1.13M Sell
17,501
-605
-3% -$43.1K 0.21% 87
2022
Q1 		$1.41M Sell
18,106
-12,930
-42% -$995K 0.23% 83
2021
Q4 		$2.58M Buy
31,036
+849
+3% +$69.7K 0.41% 66
2021
Q3 		$2.36M Buy
30,187
+24,487
+430% +$1.96M 0.41% 65
2021
Q2 		$452K Buy
5,700
+661
+13% +$51.3K 0.12% 92
2021
Q1 		$373K Buy
+5,039
New +$364K 0.12% 96

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

Stratos Investment Management's IWR Position: Q2 2026 in Review

Stratos Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, buying an estimated $14.2K and bringing the position to 7,241 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #219.

Stratos Investment Management first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $5.76M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Stratos Investment Management held 7,241 shares of iShares Russell Mid-Cap ETF worth $799K as of Q2 2026.
  • Stratos Investment Management bought 135 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.2K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Stratos Investment Management's portfolio in Q2 2026, its #219 holding.
  • Stratos Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Stratos Investment Management's iShares Russell Mid-Cap ETF position peaked at $5.76M in Q3 2025.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stratos Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.