Zacks Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.81M | Buy |
16,423
+3,267
| +25% | +$344K | 0.01% | 374 |
|
|
2026
Q1 | $1.28M | Sell |
13,156
-97,237
| -88% | -$9.71M | 0.01% | 388 |
|
|
2025
Q4 | $10.6M | Buy |
110,393
+98,704
| +844% | +$9.49M | 0.08% | 170 |
|
|
2025
Q3 | $1.13M | Sell |
11,689
-961
| -8% | -$91.1K | 0.01% | 402 |
|
|
2025
Q2 | $1.16M | Sell |
12,650
-8,804
| -41% | -$761K | 0.01% | 387 |
|
|
2025
Q1 | $1.83M | Sell |
21,454
-33,367
| -61% | -$2.98M | 0.02% | 335 |
|
|
2024
Q4 | $4.85M | Buy |
54,821
+42,428
| +342% | +$3.85M | 0.04% | 221 |
|
|
2024
Q3 | $1.09M | Buy |
12,393
+997
| +9% | +$84K | 0.01% | 397 |
|
|
2024
Q2 | $924K | Sell |
11,396
-934
| -8% | -$76K | 0.01% | 372 |
|
|
2024
Q1 | $1.04M | Sell |
12,330
-57,824
| -82% | -$4.58M | 0.01% | 397 |
|
|
2023
Q4 | $5.45M | Buy |
70,154
+50,766
| +262% | +$3.61M | 0.07% | 181 |
|
|
2023
Q3 | $1.34M | Buy |
19,388
+4,664
| +32% | +$340K | 0.02% | 331 |
|
|
2023
Q2 | $1.08M | Buy |
14,724
+533
| +4% | +$37.1K | 0.01% | 361 |
|
|
2023
Q1 | $992K | Sell |
14,191
-79,212
| -85% | -$5.59M | 0.01% | 367 |
|
|
2022
Q4 | $6.3M | Buy |
93,403
+64,290
| +221% | +$4.33M | 0.09% | 169 |
|
|
2022
Q3 | $1.81M | Buy |
29,113
+2,600
| +10% | +$179K | 0.03% | 278 |
|
|
2022
Q2 | $1.72M | Buy |
26,513
+8,031
| +43% | +$572K | 0.03% | 275 |
|
|
2022
Q1 | $1.44M | Sell |
18,482
-103,551
| -85% | -$7.97M | 0.02% | 327 |
|
|
2021
Q4 | $10.1M | Buy |
122,033
+104,628
| +601% | +$8.59M | 0.14% | 143 |
|
|
2021
Q3 | $1.36M | Buy |
17,405
+8,205
| +89% | +$657K | 0.02% | 337 |
|
|
2021
Q2 | $729K | Buy |
9,200
+1,840
| +25% | +$143K | 0.01% | 409 |
|
|
2021
Q1 | $544K | Sell |
7,360
-26,287
| -78% | -$1.9M | 0.01% | 416 |
|
|
2020
Q4 | $2.31M | Buy |
+33,647
| New | +$2.14M | 0.04% | 236 |
|
|
2020
Q2 | – | Sell |
-7,265
| Closed | -$314K | – | 543 |
|
|
2020
Q1 | $314K | Sell |
7,265
-48,771
| -87% | -$2.68M | 0.01% | 427 |
|
|
2019
Q4 | $3.34M | Buy |
+56,036
| New | +$3.22M | 0.06% | 188 |
|
|
2019
Q3 | – | Sell |
-6,868
| Closed | -$384K | – | 548 |
|
|
2019
Q2 | $384K | Buy |
6,868
+361
| +6% | +$19.8K | 0.01% | 471 |
|
|
2019
Q1 | $351K | Sell |
6,507
-110,797
| -94% | -$5.74M | 0.01% | 479 |
|
|
2018
Q4 | $5.45M | Buy |
117,304
+112,752
| +2,477% | +$5.69M | 0.13% | 127 |
|
|
2018
Q3 | $251K | Buy |
+4,552
| New | +$249K | 0.01% | 475 |
|
|
2018
Q1 | – | Sell |
-16,988
| Closed | -$884K | – | 567 |
|
|
2017
Q4 | $884K | Buy |
+16,988
| New | +$862K | 0.02% | 427 |
|
|
2017
Q1 | – | Sell |
-5,716
| Closed | -$256K | – | 678 |
|
|
2016
Q4 | $256K | Buy |
+5,716
| New | +$250K | 0.01% | 539 |
|
|
2016
Q2 | – | Sell |
-7,732
| Closed | -$315K | – | 673 |
|
|
2016
Q1 | $315K | Sell |
7,732
-130,052
| -94% | -$4.95M | 0.01% | 490 |
|
|
2015
Q4 | $5.52M | Buy |
+137,784
| New | +$5.62M | 0.18% | 128 |
|
|
2015
Q1 | – | Sell |
-55,824
| Closed | -$2.33M | – | 667 |
|
|
2014
Q4 | $2.33M | Buy |
+55,824
| New | +$2.27M | 0.08% | 176 |
|
Other funds holding IWR
Zacks Investment Management's IWR Position: Q2 2026 in Review
Zacks Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q2 2026, buying an estimated $344K and bringing the position to 16,423 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #374.
Zacks Investment Management first reported a position in IWR in Q4 2014 and has held it in 34 quarters since. The position peaked at $10.6M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Zacks Investment Management held 16,423 shares of iShares Russell Mid-Cap ETF worth $1.81M as of Q2 2026.
- Zacks Investment Management bought 3,267 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $344K.
- iShares Russell Mid-Cap ETF made up 0.01% of Zacks Investment Management's portfolio in Q2 2026, its #374 holding.
- Zacks Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 34 quarters since.
- Zacks Investment Management's iShares Russell Mid-Cap ETF position peaked at $10.6M in Q4 2025.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.