Beese Fulmer Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beese Fulmer Investment 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	$1.59M	Buy	14,401 +67	+0.5%	+$7.05K	0.09%	130
2026 Q1	$1.39M	Buy	14,334 +6,124	+75%	+$612K	0.09%	126
2025 Q4	$790K	Hold	8,210	–	–	0.05%	160
2025 Q3	$793K	Sell	8,210 -534	-6%	-$50.6K	0.05%	156
2025 Q2	$804K	Buy	8,744 +940	+12%	+$81.2K	0.06%	153
2025 Q1	$664K	Hold	7,804	–	–	0.06%	139
2024 Q4	$690K	Hold	7,804	–	–	0.06%	137
2024 Q3	$688K	Hold	7,804	–	–	0.06%	133
2024 Q2	$633K	Sell	7,804 -60	-0.8%	-$4.88K	0.06%	136
2024 Q1	$661K	Sell	7,864 -43	-0.5%	-$3.41K	0.06%	135
2023 Q4	$615K	Sell	7,907 -492	-6%	-$35K	0.06%	136
2023 Q3	$582K	Hold	8,399	–	–	0.07%	140
2023 Q2	$613K	Sell	8,399 -11	-0.1%	-$765	0.07%	141
2023 Q1	$588K	Sell	8,410 -100	-1%	-$7.06K	0.07%	144
2022 Q4	$574K	Sell	8,510 -748	-8%	-$50.4K	0.07%	145
2022 Q3	$575K	Hold	9,258	–	–	0.08%	137
2022 Q2	$599K	Hold	9,258	–	–	0.08%	136
2022 Q1	$722K	Sell	9,258 -880	-9%	-$67.7K	0.08%	133
2021 Q4	$842K	Buy	10,138 +3,274	+48%	+$269K	0.09%	130
2021 Q3	$537K	Buy	+6,864	New	+$550K	0.06%	153
2020 Q3	–	Sell	-1,190	Closed	-$64K	–	373
2020 Q2	$64K	Buy	+1,190	New	+$59.6K	0.01%	295

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

Beese Fulmer Investment Management's IWR Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.47% in Q2 2026, buying an estimated $7.05K and bringing the position to 14,401 shares worth $1.59M. The position accounts for 0.09% of the portfolio, ranked #130.

Beese Fulmer Investment Management first reported a position in IWR in Q2 2020 and has held it in 21 quarters since. 736 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Beese Fulmer Investment Management held 14,401 shares of iShares Russell Mid-Cap ETF worth $1.59M as of Q2 2026.
Beese Fulmer Investment Management bought 67 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.05K.
iShares Russell Mid-Cap ETF made up 0.09% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #130 holding.
Beese Fulmer Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 21 quarters since.
736 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.