Abundance Wealth Counselors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Abundance Wealth Counselors’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	$595K	Buy	5,396 +2,698	+100%	+$284K	0.04%	164
2026 Q1	$262K	Hold	2,698	–	–	0.04%	195
2025 Q4	$260K	Hold	2,698	–	–	0.04%	144
2025 Q3	$260K	Hold	2,698	–	–	0.04%	142
2025 Q2	$248K	Sell	2,698 -172	-6%	-$14.9K	0.05%	145
2025 Q1	$244K	Buy	2,870 +172	+6%	+$15.3K	0.05%	134
2024 Q4	$239K	Sell	2,698 -215	-7%	-$19.5K	0.05%	131
2024 Q3	$257K	Buy	+2,913	New	+$245K	0.05%	127
2024 Q2	–	Sell	-3,598	Closed	-$303K	–	106
2024 Q1	$303K	Hold	3,598	–	–	0.07%	118
2023 Q4	$280K	Hold	3,598	–	–	0.07%	120
2023 Q3	$249K	Buy	+3,598	New	+$262K	0.07%	119
2023 Q2	–	Sell	-3,598	Closed	-$252K	–	104
2023 Q1	$252K	Sell	3,598 -183	-5%	-$12.9K	0.06%	130
2022 Q4	$255K	Buy	3,781 +183	+5%	+$12.3K	0.07%	124
2022 Q3	$224K	Hold	3,598	–	–	0.06%	127
2022 Q2	$233K	Hold	3,598	–	–	0.06%	128
2022 Q1	$281K	Sell	3,598 -700	-16%	-$53.9K	0.08%	120
2021 Q4	$357K	Buy	+4,298	New	+$353K	0.09%	92
2021 Q3	–	Sell	-4,398	Closed	-$348K	–	80
2021 Q2	$348K	Hold	4,398	–	–	0.09%	85
2021 Q1	$325K	Hold	4,398	–	–	0.08%	70
2020 Q4	$301K	Hold	4,398	–	–	0.08%	72
2020 Q3	$252K	Hold	4,398	–	–	0.07%	74
2020 Q2	$236K	Buy	+4,398	New	+$220K	0.07%	73

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

Abundance Wealth Counselors's IWR Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Russell Mid-Cap ETF (IWR) stake by 100% in Q2 2026, buying an estimated $284K and bringing the position to 5,396 shares worth $595K. The position accounts for 0.04% of the portfolio, ranked #164.

Abundance Wealth Counselors first reported a position in IWR in Q2 2020 and has held it in 22 quarters since. 675 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Abundance Wealth Counselors held 5,396 shares of iShares Russell Mid-Cap ETF worth $595K as of Q2 2026.
Abundance Wealth Counselors bought 2,698 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $284K.
iShares Russell Mid-Cap ETF made up 0.04% of Abundance Wealth Counselors's portfolio in Q2 2026, its #164 holding.
Abundance Wealth Counselors first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 22 quarters since.
675 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.