Cary Street Partners Investment Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cary Street Partners Investment Advisory's IWR Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q2 2026, buying an estimated $5.15K and bringing the position to 537 shares worth $59.2K. The position accounts for 0.01% of the portfolio, ranked #574.

Cary Street Partners Investment Advisory first reported a position in IWR in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.35M in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

• Cary Street Partners Investment Advisory held 537 shares of iShares Russell Mid-Cap ETF worth $59.2K as of Q2 2026.
• Cary Street Partners Investment Advisory bought 49 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.15K.
• iShares Russell Mid-Cap ETF made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #574 holding.
• Cary Street Partners Investment Advisory first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 21 quarters since.
• Cary Street Partners Investment Advisory's iShares Russell Mid-Cap ETF position peaked at $1.35M in Q3 2024.
• 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.