Belpointe Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Belpointe Asset 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	$1.96M	Buy	17,807 +32	+0.2%	+$3.37K	0.06%	284
2026 Q1	$1.73M	Sell	17,775 -710	-4%	-$70.9K	0.06%	275
2025 Q4	$1.78M	Buy	18,485 +4	+0%	+$385	0.06%	246
2025 Q3	$1.78M	Sell	18,481 -236	-1%	-$22.4K	0.07%	248
2025 Q2	$1.72M	Sell	18,717 -2,881	-13%	-$249K	0.07%	229
2025 Q1	$1.84M	Buy	21,598 +12,252	+131%	+$1.09M	0.1%	199
2024 Q4	$809K	Sell	9,346 -198	-2%	-$18K	0.05%	376
2024 Q3	$841K	Buy	9,544 +5,469	+134%	+$461K	0.05%	353
2024 Q2	$330K	Buy	4,075 +363	+10%	+$29.5K	0.02%	560
2024 Q1	$312K	Buy	3,712 +762	+26%	+$60.4K	0.02%	576
2023 Q4	$229K	Sell	2,950 -747	-20%	-$53.1K	0.02%	620
2023 Q3	$256K	Buy	3,697 +650	+21%	+$47.4K	0.03%	531
2023 Q2	$223K	Sell	3,047 -2,538	-45%	-$177K	0.02%	544
2023 Q1	$391K	Sell	5,585 -3,806	-41%	-$269K	0.02%	647
2022 Q4	$633K	Buy	9,391 +987	+12%	+$66.6K	0.04%	443
2022 Q3	$522K	Buy	8,404 +5,134	+157%	+$353K	0.04%	490
2022 Q2	$212K	Sell	3,270 -1,684	-34%	-$120K	0.01%	804
2022 Q1	$388K	Sell	4,954 -335	-6%	-$25.8K	0.02%	622
2021 Q4	$439K	Buy	5,289 +58	+1%	+$4.76K	0.03%	563
2021 Q3	$409K	Buy	5,231 +210	+4%	+$16.8K	0.03%	568
2021 Q2	$398K	Sell	5,021 -28	-0.6%	-$2.17K	0.03%	569
2021 Q1	$373K	Buy	5,049 +157	+3%	+$11.3K	0.03%	519
2020 Q4	$336K	Buy	4,892 +597	+14%	+$38K	0.03%	516
2020 Q3	$247K	Buy	4,295 +622	+17%	+$35.4K	0.03%	496
2020 Q2	$197K	Buy	3,673 +400	+12%	+$20K	0.03%	529
2020 Q1	$141K	Sell	3,273 -408	-11%	-$22.5K	0.02%	516
2019 Q4	$220K	Buy	+3,681	New	+$211K	0.03%	508

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Belpointe Asset Management's IWR Position: Q2 2026 in Review

Belpointe Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.18% in Q2 2026, buying an estimated $3.37K and bringing the position to 17,807 shares worth $1.96M. The position accounts for 0.06% of the portfolio, ranked #284.

Belpointe Asset Management first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Belpointe Asset Management held 17,807 shares of iShares Russell Mid-Cap ETF worth $1.96M as of Q2 2026.
Belpointe Asset Management bought 32 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.37K.
iShares Russell Mid-Cap ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #284 holding.
Belpointe Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.