Mark Hillman's IWR Position Overview
Mark Hillman (via Hillman Capital Management, Inc.) currently holds 2,433 shares of iShares Russell Midcap ETF (IWR) worth $234,898, representing 0.14% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 quarters.
Based on 13F filings, Mark Hillman has maintained a strategic position in IWR, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 103 shares. Largest reduction occurred in Q4 2020, reducing 155 shares.
Analysis based on 13F filings available since 2013 Q2
Mark Hillman's iShares Russell Midcap ETF (IWR) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares Russell Midcap ETF (IWR) Trades by Mark Hillman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +2,535 | Add 0.00% | 2,534 | $59.59 |
| Q2 2020 | +13 | Add 0.51% | 2,547 | $53.79 |
| Q3 2020 | +86 | Add 3.38% | 2,633 | $57.35 |
| Q4 2020 | -155 | Reduce 5.89% | 2,478 | $68.60 |
| Q1 2021 | +103 | Add 4.16% | 2,581 | $74.00 |
| Q2 2021 | -12 | Reduce 0.46% | 2,569 | $79.41 |
| Q4 2021 | -2 | Reduce 0.08% | 2,567 | $82.98 |
| Q1 2022 | +3 | Add 0.12% | 2,570 | $78.21 |
| Q2 2022 | +32 | Add 1.25% | 2,602 | $64.57 |
| Q3 2022 | +85 | Add 3.27% | 2,687 | $62.15 |
| Q4 2022 | -12 | Reduce 0.45% | 2,675 | $67.44 |
| Q1 2023 | +38 | Add 1.42% | 2,713 | $69.92 |
| Q2 2023 | -39 | Reduce 1.44% | 2,674 | $73.04 |
| Q3 2023 | -73 | Reduce 2.73% | 2,601 | $69.25 |
| Q4 2023 | -128 | Reduce 4.92% | 2,473 | $77.73 |
| Q1 2024 | +3 | Add 0.12% | 2,476 | $84.08 |
| Q2 2024 | +3 | Add 0.12% | 2,479 | $81.07 |
| Q3 2024 | +3 | Add 0.12% | 2,482 | $88.13 |
| Q4 2024 | -56 | Reduce 2.26% | 2,426 | $88.39 |
| Q1 2025 | +3 | Add 0.12% | 2,429 | $85.08 |
| Q2 2025 | +4 | Add 0.16% | 2,433 | $91.96 |
Mark Hillman's iShares Russell Midcap ETF Investment FAQs
Mark Hillman first purchased iShares Russell Midcap ETF (IWR) in Q4 2019, acquiring 2,534 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mark Hillman has held iShares Russell Midcap ETF (IWR) for 24 quarters since Q4 2019.
Mark Hillman's largest addition to iShares Russell Midcap ETF (IWR) was in Q4 2019, adding 2,534 shares worth $151,000.
According to the latest 13F filing for Q3 2025, Mark Hillman's firm, Hillman Capital Management, Inc., owns 2,433 shares of iShares Russell Midcap ETF (IWR), valued at approximately $234,898.
As of the Q3 2025 filing, iShares Russell Midcap ETF (IWR) represents approximately 0.14% of Mark Hillman's publicly disclosed stock portfolio, making it one of their key holdings.
Mark Hillman's peak holding in iShares Russell Midcap ETF (IWR) was 2,713 shares, as reported at the end of Q1 2023.