U.S. Capital Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

U.S. Capital Wealth 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	$1.76M	Sell	18,103 -1,574	-8%	-$157K	0.04%	374
2025 Q4	$1.89M	Sell	19,677 -679	-3%	-$65.3K	0.05%	349
2025 Q3	$1.97M	Sell	20,356 -898	-4%	-$85.1K	0.05%	335
2025 Q2	$1.95M	Buy	21,254 +109	+0.5%	+$9.42K	0.06%	302
2025 Q1	$1.8M	Buy	21,145 +375	+2%	+$33.4K	0.06%	315
2024 Q4	$1.84M	Buy	20,770 +1,432	+7%	+$130K	0.06%	314
2024 Q3	$1.7M	Buy	19,338 +94	+0.5%	+$7.92K	0.06%	267
2024 Q2	$1.56M	Buy	19,244 +5,970	+45%	+$486K	0.06%	276
2024 Q1	$1.12M	Buy	13,274 +2,635	+25%	+$209K	0.04%	327
2023 Q4	$827K	Sell	10,639 -130	-1%	-$9.23K	0.03%	364
2023 Q3	$746K	Buy	10,769 +218	+2%	+$15.9K	0.03%	354
2023 Q2	$771K	Buy	10,551 +25	+0.2%	+$1.74K	0.04%	369
2023 Q1	$736K	Buy	10,526 +35	+0.3%	+$2.47K	0.03%	364
2022 Q4	$708K	Buy	10,491 +88	+0.8%	+$5.93K	0.03%	386
2022 Q3	$647K	Buy	10,403 +7	+0.1%	+$481	0.03%	401
2022 Q2	$672K	Buy	10,396 +1,432	+16%	+$102K	0.03%	413
2022 Q1	$700K	Sell	8,964 -2,211	-20%	-$170K	0.03%	449
2021 Q4	$928K	Buy	11,175 +2,211	+25%	+$181K	0.04%	413
2021 Q3	$701K	Buy	+8,964	New	+$718K	0.03%	451

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

U.S. Capital Wealth Advisors's IWR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8% in Q1 2026, selling an estimated $157K and leaving 18,103 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #374.

U.S. Capital Wealth Advisors first reported a position in IWR in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.97M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

U.S. Capital Wealth Advisors held 18,103 shares of iShares Russell Mid-Cap ETF worth $1.76M as of Q1 2026.
U.S. Capital Wealth Advisors sold 1,574 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $157K.
iShares Russell Mid-Cap ETF made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #374 holding.
U.S. Capital Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.97M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.