Allen Mooney & Barnes Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Allen Mooney & Barnes 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	$624K	Sell	5,661 -259	-4%	-$27.2K	0.1%	85
2026 Q1	$576K	Sell	5,920 -288	-5%	-$28.8K	0.08%	97
2025 Q4	$598K	Sell	6,208 -125	-2%	-$12K	0.09%	92
2025 Q3	$611K	Hold	6,333	–	–	0.1%	90
2025 Q2	$582K	Hold	6,333	–	–	0.1%	94
2025 Q1	$539K	Buy	6,333 +335	+6%	+$29.9K	0.09%	96
2024 Q4	$530K	Hold	5,998	–	–	0.09%	97
2024 Q3	$529K	Sell	5,998 -1,052	-15%	-$88.6K	0.09%	96
2024 Q2	$572K	Buy	+7,050	New	+$574K	0.1%	94

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's IWR Position: Q2 2026 in Review

Allen Mooney & Barnes Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, selling an estimated $27.2K and leaving 5,661 shares worth $624K. The position accounts for 0.1% of the portfolio, ranked #85.

Allen Mooney & Barnes Investment Advisors first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Allen Mooney & Barnes Investment Advisors held 5,661 shares of iShares Russell Mid-Cap ETF worth $624K as of Q2 2026.
Allen Mooney & Barnes Investment Advisors sold 259 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $27.2K.
iShares Russell Mid-Cap ETF made up 0.1% of Allen Mooney & Barnes Investment Advisors's portfolio in Q2 2026, its #85 holding.
Allen Mooney & Barnes Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.