Armis Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Armis Advisers’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	$1.58M	Buy	14,280 +337	+2%	+$35.4K	0.15%	117
2026 Q1	$1.46M	Hold	13,943	–	–	0.14%	116
2025 Q4	$1.33M	Buy	13,943 +259	+2%	+$24.9K	0.15%	108
2025 Q3	$1.31M	Buy	13,684 +3,603	+36%	+$342K	0.12%	115
2025 Q2	$939K	Buy	10,081 +6,704	+199%	+$579K	0.07%	199
2025 Q1	$287K	Buy	+3,377	New	+$301K	0.03%	324

Other funds holding IWR

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

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Armis Advisers's IWR Position: Q2 2026 in Review

Armis Advisers increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.4% in Q2 2026, buying an estimated $35.4K and bringing the position to 14,280 shares worth $1.58M. The position accounts for 0.15% of the portfolio, ranked #117.

Armis Advisers first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 310 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Armis Advisers held 14,280 shares of iShares Russell Mid-Cap ETF worth $1.58M as of Q2 2026.
Armis Advisers bought 337 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $35.4K.
iShares Russell Mid-Cap ETF made up 0.15% of Armis Advisers's portfolio in Q2 2026, its #117 holding.
Armis Advisers first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
310 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.