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

Centennial Wealth Advisory’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	$1.58M	Sell	14,347 -215	-1%	-$22.6K	0.34%	44
2026 Q1	$1.42M	Sell	14,562 -190	-1%	-$19K	0.34%	42
2025 Q4	$1.42M	Buy	14,752 +45	+0.3%	+$4.33K	0.38%	43
2025 Q3	$1.42M	Buy	14,707 +271	+2%	+$25.7K	0.4%	42
2025 Q2	$1.33M	Buy	14,436 +507	+4%	+$43.8K	0.42%	39
2025 Q1	$1.19M	Buy	13,929 +756	+6%	+$67.4K	0.43%	33
2024 Q4	$1.16M	Sell	13,173 -48	-0.4%	-$4.36K	0.46%	27
2024 Q3	$1.17M	Sell	13,221 -21,757	-62%	-$1.83M	0.45%	25
2024 Q2	$2.84M	Buy	34,978 +2,550	+8%	+$208K	1.23%	15
2024 Q1	$2.73M	Buy	32,428 +1,634	+5%	+$129K	1.26%	14
2023 Q4	$2.39M	Sell	30,794 -288	-0.9%	-$20.5K	1.22%	15
2023 Q3	$2.15M	Buy	31,082 +1,716	+6%	+$125K	1.16%	26
2023 Q2	$2.14M	Sell	29,366 -516	-2%	-$35.9K	1.12%	26
2023 Q1	$2.09M	Buy	29,882 +694	+2%	+$49K	1.11%	26
2022 Q4	$1.97M	Sell	29,188 -535	-2%	-$36.1K	1.1%	26
2022 Q3	$1.85M	Sell	29,723 -463	-2%	-$31.8K	1.09%	22
2022 Q2	$1.95M	Sell	30,186 -2,738	-8%	-$195K	1.09%	27
2022 Q1	$2.57M	Buy	32,924 +1,763	+6%	+$136K	1.4%	29
2021 Q4	$2.59M	Buy	31,161 +1,941	+7%	+$159K	1.46%	24
2021 Q3	$2.29M	Buy	29,220 +1,519	+5%	+$122K	1.37%	23
2021 Q2	$2.19M	Buy	27,701 +7,584	+38%	+$588K	1.37%	24
2021 Q1	$1.49M	Buy	20,117 +2,753	+16%	+$199K	0.98%	34
2020 Q4	$1.19M	Buy	+17,364	New	+$1.11M	0.84%	42

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

Centennial Wealth Advisory's IWR Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, selling an estimated $22.6K and leaving 14,347 shares worth $1.58M. The position accounts for 0.34% of the portfolio, ranked #44.

Centennial Wealth Advisory first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.84M in Q2 2024. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Centennial Wealth Advisory held 14,347 shares of iShares Russell Mid-Cap ETF worth $1.58M as of Q2 2026.
Centennial Wealth Advisory sold 215 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $22.6K.
iShares Russell Mid-Cap ETF made up 0.34% of Centennial Wealth Advisory's portfolio in Q2 2026, its #44 holding.
Centennial Wealth Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Centennial Wealth Advisory's iShares Russell Mid-Cap ETF position peaked at $2.84M in Q2 2024.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.