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Atwood & Palmer’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atwood & Palmer’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 		$18.2K Hold
165
– – ﹤0.01% 333
2026
Q1 		$16K Buy
+165
New +$16.5K ﹤0.01% 343
2024
Q2 		– Sell
-25
Closed -$2.1K – 447
2024
Q1 		$2.1K Buy
+25
New +$1.98K ﹤0.01% 369

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Atwood & Palmer's IWR Position: Q2 2026 in Review

Atwood & Palmer held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 165 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #333.

Atwood & Palmer first reported a position in IWR in Q1 2024 and has held it in 3 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Atwood & Palmer held 165 shares of iShares Russell Mid-Cap ETF worth $18.2K as of Q2 2026.
  • Atwood & Palmer left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #333 holding.
  • Atwood & Palmer first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.