Archford Capital Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Archford Capital Strategies’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	$305K	Buy	2,766 +7	+0.3%	+$736	0.03%	304
2026 Q1	$268K	Buy	2,759 +59	+2%	+$5.89K	0.03%	303
2025 Q4	$260K	Hold	2,700	–	–	0.03%	297
2025 Q3	$261K	Hold	2,700	–	–	0.03%	285
2025 Q2	$248K	Hold	2,700	–	–	0.03%	286
2025 Q1	$230K	Sell	2,700 -26	-1%	-$2.32K	0.03%	272
2024 Q4	$241K	Buy	2,726 +26	+1%	+$2.36K	0.04%	248
2024 Q3	$242K	Buy	+2,700	New	+$227K	0.04%	237

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

Archford Capital Strategies's IWR Position: Q2 2026 in Review

Archford Capital Strategies increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.25% in Q2 2026, buying an estimated $736 and bringing the position to 2,766 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #304.

Archford Capital Strategies first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Archford Capital Strategies held 2,766 shares of iShares Russell Mid-Cap ETF worth $305K as of Q2 2026.
Archford Capital Strategies bought 7 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $736.
iShares Russell Mid-Cap ETF made up 0.03% of Archford Capital Strategies's portfolio in Q2 2026, its #304 holding.
Archford Capital Strategies first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.