Atala Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atala Financial’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	$1.93M	Sell	17,510 -616	-3%	-$64.8K	1.17%	25
2026 Q1	$1.77M	Buy	18,126 +86	+0.5%	+$8.59K	1.19%	28
2025 Q4	$1.74M	Buy	18,040 +498	+3%	+$47.9K	1.11%	30
2025 Q3	$1.69M	Buy	17,542 +2,928	+20%	+$278K	1.06%	32
2025 Q2	$1.34M	Sell	14,614 -111	-0.8%	-$9.59K	0.93%	37
2025 Q1	$1.25M	Buy	14,725 +965	+7%	+$86.1K	0.91%	35
2024 Q4	$1.22M	Buy	+13,760	New	+$1.25M	0.85%	35

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

Atala Financial's IWR Position: Q2 2026 in Review

Atala Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q2 2026, selling an estimated $64.8K and leaving 17,510 shares worth $1.93M. The position accounts for 1.17% of the portfolio, ranked #25.

Atala Financial first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Atala Financial held 17,510 shares of iShares Russell Mid-Cap ETF worth $1.93M as of Q2 2026.
Atala Financial sold 616 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $64.8K.
iShares Russell Mid-Cap ETF made up 1.17% of Atala Financial's portfolio in Q2 2026, its #25 holding.
Atala Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Atala Financial's 13F filing for Q2 2026, filed 23 Jul 2026.