Altus Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Altus Wealth Group’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	$556K	Sell	5,041 -130	-3%	-$13.7K	0.2%	87
2026 Q1	$503K	Sell	5,171 -74	-1%	-$7.39K	0.21%	82
2025 Q4	$505K	Sell	5,245 -47	-0.9%	-$4.52K	0.2%	84
2025 Q3	$511K	Sell	5,292 -969	-15%	-$91.9K	0.21%	85
2025 Q2	$576K	Sell	6,261 -2,385	-28%	-$206K	0.25%	78
2025 Q1	$736K	Sell	8,646 -443	-5%	-$39.5K	0.34%	59
2024 Q4	$803K	Buy	9,089 +1,065	+13%	+$96.7K	0.36%	61
2024 Q3	$707K	Buy	8,024 +688	+9%	+$58K	0.3%	73
2024 Q2	$595K	Sell	7,336 -2,491	-25%	-$203K	0.3%	73
2024 Q1	$826K	Sell	9,827 -2,866	-23%	-$227K	0.41%	58
2023 Q4	$987K	Buy	12,693 +365	+3%	+$25.9K	0.55%	44
2023 Q3	$854K	Buy	12,328 +77	+0.6%	+$5.62K	0.54%	44
2023 Q2	$895K	Sell	12,251 -1,599	-12%	-$111K	0.55%	43
2023 Q1	$968K	Buy	13,850 +149	+1%	+$10.5K	0.65%	36
2022 Q4	$924K	Buy	+13,701	New	+$924K	0.7%	34
2021 Q2	–	Sell	-800	Closed	-$62K	–	146
2021 Q1	$62K	Sell	800 -41	-5%	-$2.96K	0.06%	122
2020 Q4	$58K	Buy	+841	New	+$53.6K	0.06%	196

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

Altus Wealth Group's IWR Position: Q2 2026 in Review

Altus Wealth Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q2 2026, selling an estimated $13.7K and leaving 5,041 shares worth $556K. The position accounts for 0.2% of the portfolio, ranked #87.

Altus Wealth Group first reported a position in IWR in Q4 2020 and has held it in 17 quarters since. The position peaked at $987K in Q4 2023. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Altus Wealth Group held 5,041 shares of iShares Russell Mid-Cap ETF worth $556K as of Q2 2026.
Altus Wealth Group sold 130 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.7K.
iShares Russell Mid-Cap ETF made up 0.2% of Altus Wealth Group's portfolio in Q2 2026, its #87 holding.
Altus Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 17 quarters since.
Altus Wealth Group's iShares Russell Mid-Cap ETF position peaked at $987K in Q4 2023.
728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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