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Sunbelt Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sunbelt Securities’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 		$1.01M Sell
10,430
-1,232
-11% -$123K 0.06% 257
2025
Q4 		$1.12M Sell
11,662
-184
-2% -$17.7K 0.07% 216
2025
Q3 		$1.14M Sell
11,846
-508
-4% -$48.2K 0.08% 213
2025
Q2 		$1.09M Buy
12,354
+774
+7% +$66.9K 0.1% 191
2025
Q1 		$985K Sell
11,580
-774
-6% -$69K 0.09% 194
2024
Q4 		$1.09M Sell
12,354
-264
-2% -$24K 0.1% 191
2024
Q3 		$1.11M Buy
12,618
+121
+1% +$10.2K 0.11% 189
2024
Q2 		$1.01M Sell
12,497
-195
-2% -$15.9K 0.1% 185
2024
Q1 		$1.07M Sell
12,692
-2,271
-15% -$180K 0.12% 173
2023
Q4 		$1.16M Buy
14,963
+1,085
+8% +$77.1K 0.15% 157
2023
Q3 		$961K Buy
13,878
+5,243
+61% +$382K 0.13% 169
2023
Q2 		$631K Sell
8,635
-583
-6% -$40.6K 0.09% 238
2023
Q1 		$633K Sell
9,218
-228
-2% -$16.1K 0.1% 221
2022
Q4 		$637K Buy
9,446
+41
+0.4% +$2.77K 0.12% 201
2022
Q3 		$584K Buy
9,405
+470
+5% +$32.3K 0.12% 208
2022
Q2 		$578K Sell
8,935
-26,552
-75% -$1.89M 0.12% 216
2022
Q1 		$2.81M Sell
35,487
-1,152
-3% -$88.7K 0.51% 43
2021
Q4 		$2.85M Buy
36,639
+12,866
+54% +$1.06M 0.46% 54
2021
Q3 		$1.84M Hold
23,773
– – 0.33% 79
2021
Q2 		$1.84M Buy
23,773
+1,557
+7% +$121K 0.33% 79
2021
Q1 		$1.64M Buy
22,216
+13,576
+157% +$981K 0.32% 82
2020
Q4 		$592K Buy
8,640
+591
+7% +$37.6K 0.12% 201
2020
Q3 		$478K Buy
+8,049
New +$458K 0.13% 195
2020
Q2 		– Sell
-299,166
Closed -$16.4M – 335
2020
Q1 		$16.4M Buy
299,166
+290,882
+3,511% +$16M 0.7% 26
2019
Q4 		$486K Buy
+8,284
New +$476K 0.05% 323
2019
Q1 		– Sell
-2,499
Closed -$623K – 239
2018
Q4 		$623K Buy
+2,499
New +$126K 0.36% 80

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sunbelt Securities's IWR Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q1 2026, selling an estimated $123K and leaving 10,430 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #257.

Sunbelt Securities first reported a position in IWR in Q4 2018 and has held it in 26 quarters since. The position peaked at $16.4M in Q1 2020. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Sunbelt Securities held 10,430 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q1 2026.
  • Sunbelt Securities sold 1,232 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $123K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #257 holding.
  • Sunbelt Securities first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • Sunbelt Securities's iShares Russell Mid-Cap ETF position peaked at $16.4M in Q1 2020.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.