Atlantic Edge Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlantic Edge Private 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	$413K	Hold	3,747	–	–	0.08%	112
2026 Q1	$364K	Hold	3,747	–	–	0.09%	106
2025 Q4	$361K	Sell	3,747 -10	-0.3%	-$961	0.09%	105
2025 Q3	$363K	Hold	3,757	–	–	0.09%	104
2025 Q2	$346K	Sell	3,757 -800	-18%	-$69.1K	0.09%	105
2025 Q1	$388K	Hold	4,557	–	–	0.12%	95
2024 Q4	$403K	Hold	4,557	–	–	0.12%	97
2024 Q3	$402K	Buy	4,557 +971	+27%	+$81.8K	0.12%	99
2024 Q2	$291K	Hold	3,586	–	–	0.1%	108
2024 Q1	$302K	Hold	3,586	–	–	0.1%	106
2023 Q4	$279K	Buy	+3,586	New	+$255K	0.11%	107

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

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

Atlantic Edge Private Wealth Management's IWR Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,747 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #112.

Atlantic Edge Private Wealth Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 682 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Atlantic Edge Private Wealth Management held 3,747 shares of iShares Russell Mid-Cap ETF worth $413K as of Q2 2026.
Atlantic Edge Private Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #112 holding.
Atlantic Edge Private Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
682 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.