1620 Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

1620 Investment 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 Q2	$84.1K	Buy	+762	New	+$80.1K	0.05%	270

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

1620 Investment Advisors's IWR Position: Q2 2026 in Review

1620 Investment Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 762 shares worth $84.1K. The stake represents 0.05% of the portfolio and ranks #270 among its holdings.

675 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

1620 Investment Advisors held 762 shares of iShares Russell Mid-Cap ETF worth $84.1K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new 1620 Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of 1620 Investment Advisors's portfolio in Q2 2026, its #270 holding.
675 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.