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Bar Harbor Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bar Harbor 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 		$1.22M Sell
11,095
-220
-2% -$23.1K 0.07% 143
2026
Q1 		$1.1M Buy
11,315
+2,180
+24% +$218K 0.06% 145
2025
Q4 		$879K Buy
9,135
+3,430
+60% +$330K 0.05% 153
2025
Q3 		$551K Sell
5,705
-641
-10% -$60.8K 0.03% 181
2025
Q2 		$584K Buy
6,346
+166
+3% +$14.3K 0.04% 173
2025
Q1 		$526K Sell
6,180
-259
-4% -$23.1K 0.03% 176
2024
Q4 		$569K Hold
6,439
– – 0.04% 171
2024
Q3 		$568K Hold
6,439
– – 0.04% 178
2024
Q2 		$522K Hold
6,439
– – 0.03% 179
2024
Q1 		$541K Hold
6,439
– – 0.04% 180
2023
Q4 		$501K Hold
6,439
– – 0.04% 179
2023
Q3 		$446K Hold
6,439
– – 0.04% 191
2023
Q2 		$470K Hold
6,439
– – 0.04% 188
2023
Q1 		$450K Hold
6,439
– – 0.04% 187
2022
Q4 		$434K Hold
6,439
– – 0.03% 195
2022
Q3 		$400K Hold
6,439
– – 0.03% 196
2022
Q2 		$416K Buy
6,439
+1,589
+33% +$113K 0.03% 200
2022
Q1 		$378K Sell
4,850
-1
-0% -$77 0.03% 177
2021
Q4 		$403K Buy
+4,851
New +$398K 0.03% 177

Other funds holding IWR

Wealth Enhancement Advisory Services
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
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
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
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Bar Harbor Wealth Management's IWR Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $23.1K and leaving 11,095 shares worth $1.22M. The position accounts for 0.07% of the portfolio, ranked #143.

Bar Harbor Wealth Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bar Harbor Wealth Management held 11,095 shares of iShares Russell Mid-Cap ETF worth $1.22M as of Q2 2026.
  • Bar Harbor Wealth Management sold 220 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $23.1K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #143 holding.
  • Bar Harbor Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.