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IWR icon

Bensler’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bensler’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 		$859K Buy
7,787
+291
+4% +$30.6K 0.08% 107
2026
Q1 		$729K Sell
7,496
-299
-4% -$29.9K 0.08% 103
2025
Q4 		$750K Buy
7,795
+1
+0% +$96 0.08% 102
2025
Q3 		$752K Buy
7,794
+1
+0% +$95 0.08% 103
2025
Q2 		$717K Buy
7,793
+1
+0% +$86 0.08% 99
2025
Q1 		$663K Sell
7,792
-1,174
-13% -$105K 0.08% 98
2024
Q4 		$793K Buy
8,966
+1
+0% +$91 0.09% 95
2024
Q3 		$790K Buy
8,965
+1
+0% +$84 0.1% 94
2024
Q2 		$727K Buy
8,964
+1
+0% +$81 0.1% 95
2024
Q1 		$754K Buy
8,963
+62
+0.7% +$4.91K 0.11% 94
2023
Q4 		$692K Buy
8,901
+13
+0.1% +$924 0.11% 96
2023
Q3 		$616K Sell
8,888
-20
-0.2% -$1.46K 0.12% 98
2023
Q2 		$651K Buy
8,908
+4
+0% +$278 0.12% 99
2023
Q1 		$623K Buy
8,904
+6
+0.1% +$424 0.13% 99
2022
Q4 		$600K Buy
8,898
+15
+0.2% +$1.01K 0.13% 99
2022
Q3 		$552K Buy
8,883
+42
+0.5% +$2.89K 0.13% 99
2022
Q2 		$572K Buy
8,841
+26
+0.3% +$1.85K 0.14% 95
2022
Q1 		$688K Buy
+8,815
New +$679K 0.14% 93

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Bensler's IWR Position: Q2 2026 in Review

Bensler increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.9% in Q2 2026, buying an estimated $30.6K and bringing the position to 7,787 shares worth $859K. The position accounts for 0.08% of the portfolio, ranked #107.

Bensler first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bensler held 7,787 shares of iShares Russell Mid-Cap ETF worth $859K as of Q2 2026.
  • Bensler bought 291 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $30.6K.
  • iShares Russell Mid-Cap ETF made up 0.08% of Bensler's portfolio in Q2 2026, its #107 holding.
  • Bensler first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • 609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.