Antonelli Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Antonelli Financial 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	$375K	Sell	3,400 -400	-11%	-$42.1K	0.26%	42
2026 Q1	$369K	Sell	3,800 -183	-5%	-$18.3K	0.26%	43
2025 Q4	$383K	Hold	3,983	–	–	0.25%	34
2025 Q3	$385K	Sell	3,983 -675	-14%	-$64K	0.26%	32
2025 Q2	$428K	Sell	4,658 -52	-1%	-$4.49K	0.31%	30
2025 Q1	$401K	Sell	4,710 -250	-5%	-$22.3K	0.32%	32
2024 Q4	$438K	Buy	+4,960	New	+$450K	0.37%	32

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Antonelli Financial Advisors's IWR Position: Q2 2026 in Review

Antonelli Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $42.1K and leaving 3,400 shares worth $375K. The position accounts for 0.26% of the portfolio, ranked #42.

Antonelli Financial Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $438K in Q4 2024. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Antonelli Financial Advisors held 3,400 shares of iShares Russell Mid-Cap ETF worth $375K as of Q2 2026.
Antonelli Financial Advisors sold 400 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $42.1K.
iShares Russell Mid-Cap ETF made up 0.26% of Antonelli Financial Advisors's portfolio in Q2 2026, its #42 holding.
Antonelli Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Antonelli Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $438K in Q4 2024.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Antonelli Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.