Caliber Wealth Management (Kansas)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Caliber Wealth Management (Kansas)’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	$1.53M	Sell	13,875 -459	-3%	-$48.3K	0.15%	118
2026 Q1	$1.39M	Sell	14,334 -1,806	-11%	-$180K	0.15%	118
2025 Q4	$1.55M	Sell	16,140 -2,519	-14%	-$242K	0.17%	110
2025 Q3	$1.8M	Sell	18,659 -8,933	-32%	-$847K	0.2%	98
2025 Q2	$2.54M	Sell	27,592 -3,845	-12%	-$332K	0.27%	81
2025 Q1	$2.67M	Buy	+31,437	New	+$2.8M	0.36%	70

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

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

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

Caliber Wealth Management (Kansas)'s IWR Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q2 2026, selling an estimated $48.3K and leaving 13,875 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #118.

Caliber Wealth Management (Kansas) first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.67M in Q1 2025. 698 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Caliber Wealth Management (Kansas) held 13,875 shares of iShares Russell Mid-Cap ETF worth $1.53M as of Q2 2026.
Caliber Wealth Management (Kansas) sold 459 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $48.3K.
iShares Russell Mid-Cap ETF made up 0.15% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #118 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Caliber Wealth Management (Kansas)'s iShares Russell Mid-Cap ETF position peaked at $2.67M in Q1 2025.
698 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.