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Abner Herrman & Brock’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Abner Herrman & Brock’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 		– Sell
-2,128
Closed -$207K – 115
2026
Q1 		$207K Sell
2,128
-284
-12% -$28.4K 0.02% 104
2025
Q4 		$232K Buy
+2,412
New +$232K 0.02% 104
2024
Q4 		– Sell
-2,409
Closed -$212K – 76
2024
Q3 		$212K Buy
+2,409
New +$203K 0.03% 89
2024
Q2 		– Sell
-2,409
Closed -$203K – 93
2024
Q1 		$203K Sell
2,409
-2,480
-51% -$197K 0.03% 87
2023
Q4 		$380K Hold
4,889
– – 0.05% 71
2023
Q3 		$339K Sell
4,889
-10
-0.2% -$730 0.05% 72
2023
Q2 		$358K Buy
4,899
+219
+5% +$15.2K 0.05% 75
2023
Q1 		$327K Buy
+4,680
New +$330K 0.05% 75
2022
Q2 		– Sell
-2,980
Closed -$233K – 100
2022
Q1 		$233K Hold
2,980
– – 0.03% 86
2021
Q4 		$247K Buy
+2,980
New +$245K 0.03% 89

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Abner Herrman & Brock's IWR Position: Q2 2026 in Review

Abner Herrman & Brock sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 2,128 shares — an estimated $207K sold.

Abner Herrman & Brock first reported a position in IWR in Q4 2021 and held it in 10 quarters. The position peaked at $380K in Q4 2023. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Abner Herrman & Brock reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Abner Herrman & Brock sold 2,128 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $207K.
  • Abner Herrman & Brock first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and held it in 10 quarters.
  • Abner Herrman & Brock's iShares Russell Mid-Cap ETF position peaked at $380K in Q4 2023.
  • 305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Abner Herrman & Brock's 13F filing for Q2 2026, filed 8 Jul 2026.