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

Bravera Wealth’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 		$195K Sell
1,767
-55
-3% -$5.79K 0.07% 104
2026
Q1 		$177K Sell
1,822
-35
-2% -$3.5K 0.08% 111
2025
Q4 		$179K Buy
+1,857
New +$179K 0.09% 96

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Bravera Wealth's IWR Position: Q2 2026 in Review

Bravera Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3% in Q2 2026, selling an estimated $5.79K and leaving 1,767 shares worth $195K. The position accounts for 0.07% of the portfolio, ranked #104.

Bravera Wealth first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bravera Wealth held 1,767 shares of iShares Russell Mid-Cap ETF worth $195K as of Q2 2026.
  • Bravera Wealth sold 55 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.79K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Bravera Wealth's portfolio in Q2 2026, its #104 holding.
  • Bravera Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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