CHJWM
IWR icon

Carlton Hofferkamp & Jenks Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$233K Hold
2,136
– – 0.08% 136
2026
Q1 		$222K Hold
2,136
– – 0.07% 136
2025
Q4 		$206K Hold
2,136
– – 0.07% 138
2025
Q3 		$208K Hold
2,136
– – 0.07% 137
2025
Q2 		$201K Buy
+2,136
New +$185K 0.07% 136

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's IWR Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,136 shares worth $233K. The position accounts for 0.08% of the portfolio, ranked #136.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,241 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 2,136 shares of iShares Russell Mid-Cap ETF worth $233K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.08% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,241 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.