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

Aprio 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	$433K	Sell	3,929 -20,957	-84%	-$2.2M	0.02%	414
2026 Q1	$2.42M	Buy	24,886 +20,971	+536%	+$2.09M	0.13%	105
2025 Q4	$2.39M	Sell	3,915 -158	-4%	-$15.2K	0.14%	105
2025 Q3	$393K	Buy	4,073 +14	+0.3%	+$1.33K	0.04%	273
2025 Q2	$373K	Buy	4,059 +12	+0.3%	+$1.04K	0.04%	243
2025 Q1	$344K	Buy	4,047 +12	+0.3%	+$1.07K	0.04%	242
2024 Q4	$357K	Sell	4,035 -23	-0.6%	-$2.09K	0.05%	181
2024 Q3	$358K	Buy	4,058 +17	+0.4%	+$1.43K	0.06%	170
2024 Q2	$328K	Sell	4,041 -2	-0%	-$163	0.06%	155
2024 Q1	$340K	Buy	+4,043	New	+$320K	0.07%	134
2023 Q2	–	Sell	-14,474	Closed	-$1.01M	–	157
2023 Q1	$1.01M	Buy	+14,474	New	+$1.02M	0.31%	36
2022 Q3	–	Sell	-4,143	Closed	-$268K	–	118
2022 Q2	$268K	Hold	4,143	–	–	0.11%	82
2022 Q1	$323K	Hold	4,143	–	–	0.12%	65
2021 Q4	$344K	Hold	4,143	–	–	0.14%	52
2021 Q3	$324K	Hold	4,143	–	–	0.15%	53
2021 Q2	$328K	Buy	+4,143	New	+$321K	0.16%	53

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

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

Aprio Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 84% in Q2 2026, selling an estimated $2.2M and leaving 3,929 shares worth $433K. The position accounts for 0.02% of the portfolio, ranked #414.

Aprio Wealth Management first reported a position in IWR in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.42M in Q1 2026. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Aprio Wealth Management held 3,929 shares of iShares Russell Mid-Cap ETF worth $433K as of Q2 2026.
Aprio Wealth Management sold 20,957 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.2M.
iShares Russell Mid-Cap ETF made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #414 holding.
Aprio Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 16 quarters since.
Aprio Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.42M in Q1 2026.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.