AP
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Appleton Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Appleton Partners’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 		$2.33M Sell
21,092
-958
-4% -$101K 0.14% 106
2026
Q1 		$2.14M Sell
22,050
-100
-0.5% -$9.99K 0.15% 106
2025
Q4 		$2.13M Sell
22,150
-630
-3% -$60.6K 0.14% 109
2025
Q3 		$2.2M Sell
22,780
-2
-0% -$190 0.15% 112
2025
Q2 		$2.1M Sell
22,782
-260
-1% -$22.5K 0.15% 110
2025
Q1 		$1.96M Sell
23,042
-170
-0.7% -$15.2K 0.15% 106
2024
Q4 		$2.05M Sell
23,212
-40
-0.2% -$3.63K 0.15% 104
2024
Q3 		$2.05M Sell
23,252
-825
-3% -$69.5K 0.15% 104
2024
Q2 		$1.95M Sell
24,077
-816
-3% -$66.4K 0.15% 104
2024
Q1 		$2.09M Sell
24,893
-515
-2% -$40.8K 0.16% 108
2023
Q4 		$1.98M Sell
25,408
-400
-2% -$28.4K 0.16% 111
2023
Q3 		$1.79M Sell
25,808
-2,566
-9% -$187K 0.16% 109
2023
Q2 		$2.07M Sell
28,374
-1,400
-5% -$97.4K 0.17% 105
2023
Q1 		$2.08M Buy
29,774
+61
+0.2% +$4.31K 0.19% 109
2022
Q4 		$2M Sell
29,713
-100
-0.3% -$6.74K 0.19% 109
2022
Q3 		$1.85M Sell
29,813
-242
-0.8% -$16.6K 0.19% 109
2022
Q2 		$1.94M Sell
30,055
-107
-0.4% -$7.62K 0.18% 105
2022
Q1 		$2.35M Buy
30,162
+1,205
+4% +$92.8K 0.19% 108
2021
Q4 		$2.4M Sell
28,957
-325
-1% -$26.7K 0.18% 110
2021
Q3 		$2.29M Hold
29,282
– – 0.19% 111
2021
Q2 		$2.32M Sell
29,282
-13
-0% -$1.01K 0.2% 107
2021
Q1 		$2.17M Sell
29,295
-774
-3% -$56K 0.2% 109
2020
Q4 		$2.06M Hold
30,069
– – 0.2% 104
2020
Q3 		$1.73M Sell
30,069
-650
-2% -$37K 0.19% 104
2020
Q2 		$1.65M Sell
30,719
-3,232
-10% -$162K 0.2% 106
2020
Q1 		$1.47M Hold
33,951
– – 0.2% 106
2019
Q4 		$2.02M Sell
33,951
-268
-0.8% -$15.4K 0.22% 108
2019
Q3 		$1.92M Sell
34,219
-438
-1% -$24.5K 0.23% 106
2019
Q2 		$1.94M Sell
34,657
-780
-2% -$42.8K 0.24% 105
2019
Q1 		$1.91M Sell
35,437
-510
-1% -$26.4K 0.25% 103
2018
Q4 		$1.67M Buy
35,947
+1,975
+6% +$99.6K 0.25% 106
2018
Q3 		$1.87M Sell
33,972
-560
-2% -$30.7K 0.25% 103
2018
Q2 		$1.83M Buy
34,532
+100
+0.3% +$5.26K 0.26% 95
2018
Q1 		$1.78M Sell
34,432
-560
-2% -$29.5K 0.27% 99
2017
Q4 		$1.82M Buy
34,992
+2,720
+8% +$138K 0.28% 92
2017
Q3 		$1.59M Sell
32,272
-68
-0.2% -$3.28K 0.27% 96
2017
Q2 		$1.55M Buy
32,340
+420
+1% +$19.9K 0.26% 96
2017
Q1 		$1.49M Buy
+31,920
New +$1.48M 0.27% 96

Other funds holding IWR

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
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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Appleton Partners's IWR Position: Q2 2026 in Review

Appleton Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, selling an estimated $101K and leaving 21,092 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #106.

Appleton Partners first reported a position in IWR in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.4M in Q4 2021. 409 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Appleton Partners held 21,092 shares of iShares Russell Mid-Cap ETF worth $2.33M as of Q2 2026.
  • Appleton Partners sold 958 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $101K.
  • iShares Russell Mid-Cap ETF made up 0.14% of Appleton Partners's portfolio in Q2 2026, its #106 holding.
  • Appleton Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 38 quarters since.
  • Appleton Partners's iShares Russell Mid-Cap ETF position peaked at $2.4M in Q4 2021.
  • 409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.