Beam Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beam Wealth Advisors’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	$8.79M	Buy	79,718 +2,418	+3%	+$254K	1.94%	10
2026 Q1	$7.52M	Buy	77,300 +3,970	+5%	+$397K	1.87%	11
2025 Q4	$7.06M	Buy	73,330 +1,139	+2%	+$110K	1.94%	8
2025 Q3	$6.97M	Sell	72,191 -2,756	-4%	-$261K	1.9%	8
2025 Q2	$6.89M	Buy	74,947 +11,735	+19%	+$1.01M	2.05%	8
2025 Q1	$5.38M	Sell	63,212 -1,730	-3%	-$154K	1.81%	12
2024 Q4	$5.74M	Sell	64,942 -2,327	-3%	-$211K	1.82%	11
2024 Q3	$5.93M	Buy	67,269 +1,489	+2%	+$125K	1.8%	12
2024 Q2	$5.33M	Sell	65,780 -3,144	-5%	-$256K	1.78%	11
2024 Q1	$5.8M	Sell	68,924 -1,800	-3%	-$143K	3.48%	7
2023 Q4	$5.5M	Sell	70,724 -6,511	-8%	-$463K	3.49%	8
2023 Q3	$5.35M	Sell	77,235 -39,201	-34%	-$2.86M	3.8%	6
2023 Q2	$8.5M	Buy	116,436 +66,428	+133%	+$4.62M	5.9%	4
2023 Q1	$3.5M	Buy	50,008 +441	+0.9%	+$31.1K	3.51%	4
2022 Q4	$3.34M	Buy	49,567 +12,450	+34%	+$839K	3.49%	3
2022 Q3	$2.31M	Sell	37,117 -132	-0.4%	-$9.08K	2.57%	6
2022 Q2	$2.41M	Sell	37,249 -1,025	-3%	-$73K	2.68%	7
2022 Q1	$2.99M	Buy	38,274 +1,768	+5%	+$136K	3.43%	6
2021 Q4	$3.03M	Sell	36,506 -1,613	-4%	-$132K	3.47%	5
2021 Q3	$2.98M	Sell	38,119 -614	-2%	-$49.2K	2.56%	7
2021 Q2	$3.07M	Sell	38,733 -5,381	-12%	-$417K	2.65%	7
2021 Q1	$3.26M	Buy	44,114 +1,081	+3%	+$78.1K	2.91%	5
2020 Q4	$2.95M	Sell	43,033 -10,724	-20%	-$683K	2.78%	5
2020 Q3	$3.08M	Buy	53,757 +3,181	+6%	+$181K	2.89%	5
2020 Q2	$2.76M	Buy	50,576 +7,708	+18%	+$386K	2.78%	4
2020 Q1	$1.85M	Buy	+42,868	New	+$2.36M	1.83%	9

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Beam Wealth Advisors's IWR Position: Q2 2026 in Review

Beam Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, buying an estimated $254K and bringing the position to 79,718 shares worth $8.79M. The position accounts for 1.94% of the portfolio, ranked #10.

Beam Wealth Advisors first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 763 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Beam Wealth Advisors held 79,718 shares of iShares Russell Mid-Cap ETF worth $8.79M as of Q2 2026.
Beam Wealth Advisors bought 2,418 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $254K.
iShares Russell Mid-Cap ETF made up 1.94% of Beam Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Beam Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
763 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.