AAF Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

AAF Wealth Management’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	$472K	Sell	4,276 -1,751	-29%	-$184K	0.17%	37
2026 Q1	$586K	Sell	6,027 -6	-0.1%	-$599	0.24%	33
2025 Q4	$581K	Sell	6,033 -213	-3%	-$20.5K	0.24%	32
2025 Q3	$603K	Buy	6,246 +1,107	+22%	+$105K	0.27%	30
2025 Q2	$473K	Sell	5,139 -230	-4%	-$19.9K	0.22%	33
2025 Q1	$457K	Sell	5,369 -2,873	-35%	-$256K	0.25%	30
2024 Q4	$729K	Buy	8,242 +1,408	+21%	+$128K	0.37%	23
2024 Q3	$602K	Sell	6,834 -312	-4%	-$26.3K	0.3%	27
2024 Q2	$579K	Sell	7,146 -1,426	-17%	-$116K	0.3%	26
2024 Q1	$721K	Sell	8,572 -80	-0.9%	-$6.34K	0.41%	19
2023 Q4	$673K	Sell	8,652 -1,112	-11%	-$79K	0.39%	25
2023 Q3	$676K	Sell	9,764 -393	-4%	-$28.7K	0.43%	20
2023 Q2	$742K	Sell	10,157 -407	-4%	-$28.3K	0.46%	19
2023 Q1	$739K	Sell	10,564 -1,097	-9%	-$77.5K	0.48%	18
2022 Q4	$787K	Buy	11,661 +5,128	+78%	+$346K	0.56%	16
2022 Q3	$406K	Sell	6,533 -98	-1%	-$6.74K	0.32%	22
2022 Q2	$429K	Sell	6,631 -99	-1%	-$7.05K	0.32%	20
2022 Q1	$525K	Sell	6,730 -166	-2%	-$12.8K	0.35%	19
2021 Q4	$572K	Sell	6,896 -38	-0.5%	-$3.12K	0.41%	13
2021 Q3	$542K	Buy	6,934 +3	+0%	+$240	0.41%	13
2021 Q2	$549K	Sell	6,931 -191	-3%	-$14.8K	0.42%	13
2021 Q1	$526K	Sell	7,122 -187	-3%	-$13.5K	0.45%	13
2020 Q4	$501K	Buy	+7,309	New	+$466K	0.45%	14

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

AAF Wealth Management's IWR Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, selling an estimated $184K and leaving 4,276 shares worth $472K. The position accounts for 0.17% of the portfolio, ranked #37.

AAF Wealth Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $787K in Q4 2022. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

AAF Wealth Management held 4,276 shares of iShares Russell Mid-Cap ETF worth $472K as of Q2 2026.
AAF Wealth Management sold 1,751 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $184K.
iShares Russell Mid-Cap ETF made up 0.17% of AAF Wealth Management's portfolio in Q2 2026, its #37 holding.
AAF Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
AAF Wealth Management's iShares Russell Mid-Cap ETF position peaked at $787K in Q4 2022.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.