Arvest Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arvest Investments’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	$3.97K	Buy	+36	New	+$3.79K	﹤0.01%	206

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

Arvest Investments's IWR Position: Q2 2026 in Review

Arvest Investments opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 36 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #206 among its holdings.

812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arvest Investments held 36 shares of iShares Russell Mid-Cap ETF worth $3.97K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Arvest Investments position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Arvest Investments's portfolio in Q2 2026, its #206 holding.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.