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Apollon Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Apollon Wealth Management’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 		$3.24M Buy
29,363
+194
+0.7% +$20.4K 0.04% 380
2026
Q1 		$2.84M Sell
29,169
-146
-0.5% -$14.6K 0.05% 308
2025
Q4 		$2.82M Buy
29,315
+3,440
+13% +$331K 0.05% 304
2025
Q3 		$2.5M Buy
25,875
+788
+3% +$74.7K 0.04% 338
2025
Q2 		$2.31M Buy
25,087
+7
+0% +$605 0.05% 333
2025
Q1 		$2.13M Sell
25,080
-435
-2% -$38.8K 0.05% 323
2024
Q4 		$2.26M Buy
25,515
+2,411
+10% +$219K 0.05% 314
2024
Q3 		$2.04M Buy
23,104
+889
+4% +$74.9K 0.06% 304
2024
Q2 		$1.8M Sell
22,215
-1,897
-8% -$154K 0.05% 317
2024
Q1 		$2.03M Buy
24,112
+915
+4% +$72.5K 0.06% 287
2023
Q4 		$1.8M Buy
23,197
+710
+3% +$50.4K 0.06% 290
2023
Q3 		$1.56M Sell
22,487
-121
-0.5% -$8.83K 0.08% 249
2023
Q2 		$1.65M Buy
22,608
+60
+0.3% +$4.17K 0.08% 257
2023
Q1 		$1.58M Buy
22,548
+135
+0.6% +$9.53K 0.1% 219
2022
Q4 		$1.51M Buy
22,413
+181
+0.8% +$12.2K 0.11% 200
2022
Q3 		$1.38M Sell
22,232
-1,815
-8% -$125K 0.11% 194
2022
Q2 		$1.55M Sell
24,047
-25
-0.1% -$1.78K 0.13% 173
2022
Q1 		$1.88M Sell
24,072
-695
-3% -$53.5K 0.13% 166
2021
Q4 		$2.06M Buy
+24,767
New +$2.03M 0.15% 149

Other funds holding IWR

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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

Apollon Wealth Management's IWR Position: Q2 2026 in Review

Apollon Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.67% in Q2 2026, buying an estimated $20.4K and bringing the position to 29,363 shares worth $3.24M. The position accounts for 0.04% of the portfolio, ranked #380.

Apollon Wealth Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 448 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Apollon Wealth Management held 29,363 shares of iShares Russell Mid-Cap ETF worth $3.24M as of Q2 2026.
  • Apollon Wealth Management bought 194 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20.4K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Apollon Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Apollon Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 448 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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