Brookstone Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brookstone Capital 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	$675K	Sell	6,115 -1,493	-20%	-$157K	0.01%	843
2026 Q1	$740K	Buy	7,608 +798	+12%	+$79.7K	0.01%	737
2025 Q4	$656K	Buy	6,810 +1,123	+20%	+$108K	0.01%	772
2025 Q3	$549K	Sell	5,687 -220	-4%	-$20.9K	0.01%	788
2025 Q2	$543K	Buy	5,907 +1,351	+30%	+$117K	0.01%	719
2025 Q1	$388K	Buy	4,556 +1,522	+50%	+$136K	0.01%	782
2024 Q4	$268K	Buy	+3,034	New	+$275K	﹤0.01%	864
2024 Q2	–	Sell	-3,077	Closed	-$259K	–	985
2024 Q1	$259K	Buy	3,077 +462	+18%	+$36.6K	﹤0.01%	805
2023 Q4	$203K	Sell	2,615 -621	-19%	-$44.1K	﹤0.01%	829
2023 Q3	$218K	Sell	3,236 -2,413	-43%	-$176K	﹤0.01%	765
2023 Q2	$410K	Buy	5,649 +12	+0.2%	+$835	0.01%	625
2023 Q1	$395K	Buy	5,637 +8	+0.1%	+$565	0.01%	641
2022 Q4	$388K	Sell	5,629 -210	-4%	-$14.2K	0.01%	645
2022 Q3	$365K	Sell	5,839 -13	-0.2%	-$894	0.01%	621
2022 Q2	$389K	Buy	5,852 +2,219	+61%	+$158K	0.01%	594
2022 Q1	$277K	Buy	+3,633	New	+$280K	0.01%	671
2018 Q4	–	Sell	-5,360	Closed	-$295K	–	356
2018 Q3	$295K	Buy	+5,360	New	+$294K	0.02%	341
2015 Q4	–	Sell	-2,000	Closed	-$78K	–	525
2015 Q3	$78K	Hold	2,000	–	–	0.01%	314
2015 Q2	$85K	Buy	+2,000	New	+$87K	0.01%	357
2014 Q2	–	Sell	-285,328	Closed	-$11M	–	130
2014 Q1	$11M	Buy	285,328 +93,792	+49%	+$3.56M	2.8%	10
2013 Q4	$7.18M	Buy	+191,536	New	+$6.92M	2.07%	9

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Brookstone Capital Management's IWR Position: Q2 2026 in Review

Brookstone Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q2 2026, selling an estimated $157K and leaving 6,115 shares worth $675K. The position accounts for 0.01% of the portfolio, ranked #843.

Brookstone Capital Management first reported a position in IWR in Q4 2013 and has held it in 21 quarters since. The position peaked at $11M in Q1 2014. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Brookstone Capital Management held 6,115 shares of iShares Russell Mid-Cap ETF worth $675K as of Q2 2026.
Brookstone Capital Management sold 1,493 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $157K.
iShares Russell Mid-Cap ETF made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #843 holding.
Brookstone Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 21 quarters since.
Brookstone Capital Management's iShares Russell Mid-Cap ETF position peaked at $11M in Q1 2014.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.