Certified Advisory Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Certified Advisory Corp’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	$971K	Buy	8,801 +305	+4%	+$32.1K	0.08%	166
2026 Q1	$826K	Sell	8,496 -139	-2%	-$13.9K	0.07%	180
2025 Q4	$831K	Sell	8,635 -45	-0.5%	-$4.33K	0.08%	172
2025 Q3	$838K	Buy	8,680 +1,210	+16%	+$115K	0.08%	168
2025 Q2	$687K	Buy	7,470 +49	+0.7%	+$4.23K	0.07%	176
2025 Q1	$631K	Sell	7,421 -2,738	-27%	-$244K	0.07%	173
2024 Q4	$898K	Buy	10,159 +115	+1%	+$10.4K	0.1%	152
2024 Q3	$885K	Sell	10,044 -449	-4%	-$37.8K	0.1%	152
2024 Q2	$851K	Buy	10,493 +2,751	+36%	+$224K	0.11%	147
2024 Q1	$651K	Sell	7,742 -793	-9%	-$62.8K	0.09%	159
2023 Q4	$663K	Sell	8,535 -175,972	-95%	-$12.5M	0.1%	156
2023 Q3	$815K	Buy	184,507 +174,053	+1,665%	+$12.7M	0.15%	124
2023 Q2	$763K	Sell	10,454 -3,318	-24%	-$231K	0.14%	127
2023 Q1	$963K	Buy	13,772 +1,202	+10%	+$84.9K	0.17%	121
2022 Q4	$848K	Sell	12,570 -30,690	-71%	-$2.07M	0.17%	130
2022 Q3	$2.69M	Buy	43,260 +443	+1%	+$30.5K	0.61%	43
2022 Q2	$2.77M	Sell	42,817 -2,406	-5%	-$171K	0.62%	45
2022 Q1	$3.53M	Sell	45,223 -345	-0.8%	-$26.6K	0.75%	35
2021 Q4	$3.78M	Buy	45,568 +1,221	+3%	+$100K	0.83%	32
2021 Q3	$3.47M	Buy	44,347 +2,833	+7%	+$227K	0.84%	32
2021 Q2	$3.29M	Buy	41,514 +3,582	+9%	+$278K	0.83%	32
2021 Q1	$2.8M	Buy	+37,932	New	+$2.74M	0.73%	35
2020 Q2	$82K	Buy	1,529 +1,080	+241%	+$54.1K	0.03%	244
2020 Q1	$19K	Hold	449	–	–	0.01%	420
2019 Q4	$27K	Buy	449 +3	+0.7%	+$172	0.01%	419
2019 Q3	$25K	Hold	446	–	–	0.01%	438
2019 Q2	$25K	Sell	446 -497	-53%	-$27.3K	0.01%	438
2019 Q1	$51K	Buy	943 +2	+0.2%	+$104	0.02%	296
2018 Q4	$44K	Buy	941 +5	+0.5%	+$252	0.02%	293
2018 Q3	$52K	Hold	936	–	–	0.02%	289
2018 Q2	$50K	Buy	936 +4	+0.4%	+$211	0.03%	288
2018 Q1	$48K	Hold	932	–	–	0.03%	278
2017 Q4	$48K	Buy	+932	New	+$47.3K	0.03%	243

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Certified Advisory Corp's IWR Position: Q2 2026 in Review

Certified Advisory Corp increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q2 2026, buying an estimated $32.1K and bringing the position to 8,801 shares worth $971K. The position accounts for 0.08% of the portfolio, ranked #166.

Certified Advisory Corp first reported a position in IWR in Q4 2017 and has held it in 33 quarters since. The position peaked at $3.78M in Q4 2021. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Certified Advisory Corp held 8,801 shares of iShares Russell Mid-Cap ETF worth $971K as of Q2 2026.
Certified Advisory Corp bought 305 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $32.1K.
iShares Russell Mid-Cap ETF made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #166 holding.
Certified Advisory Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 33 quarters since.
Certified Advisory Corp's iShares Russell Mid-Cap ETF position peaked at $3.78M in Q4 2021.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.