Certuity’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Certuity’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	$2.08M	Hold	18,859	–	–	0.1%	113
2026 Q1	$1.83M	Buy	18,859 +4,576	+32%	+$457K	0.12%	112
2025 Q4	$1.38M	Sell	14,283 -1,066	-7%	-$102K	0.09%	136
2025 Q3	$1.48M	Sell	15,349 -677	-4%	-$64.2K	0.1%	124
2025 Q2	$1.47M	Buy	16,026 +2,053	+15%	+$177K	0.14%	100
2025 Q1	$1.19M	Sell	13,973 -160	-1%	-$14.3K	0.12%	109
2024 Q4	$1.25M	Sell	14,133 -2,808	-17%	-$255K	0.14%	102
2024 Q3	$1.49M	Buy	16,941 +6,795	+67%	+$573K	0.16%	103
2024 Q2	$823K	Buy	10,146 +622	+7%	+$50.6K	0.07%	142
2024 Q1	$801K	Buy	9,524 +1,580	+20%	+$125K	0.07%	132
2023 Q4	$617K	Hold	7,944	–	–	0.06%	156
2023 Q3	$550K	Hold	7,944	–	–	0.06%	130
2023 Q2	$580K	Buy	7,944 +2,959	+59%	+$206K	0.07%	132
2023 Q1	$349K	Sell	4,985 -2,795	-36%	-$197K	0.05%	143
2022 Q4	$525K	Hold	7,780	–	–	0.08%	102
2022 Q3	$484K	Hold	7,780	–	–	0.11%	92
2022 Q2	$503K	Sell	7,780 -6,062	-44%	-$432K	0.13%	88
2022 Q1	$1.08M	Buy	13,842 +2,928	+27%	+$225K	0.23%	70
2021 Q4	$906K	Buy	10,914 +6,150	+129%	+$505K	0.19%	78
2021 Q3	$373K	Hold	4,764	–	–	0.07%	216
2021 Q2	$377K	Hold	4,764	–	–	0.09%	179
2021 Q1	$352K	Hold	4,764	–	–	0.09%	170
2020 Q4	$327K	Hold	4,764	–	–	0.11%	142
2020 Q3	$273K	Hold	4,764	–	–	0.11%	137
2020 Q2	$255K	Buy	+4,764	New	+$239K	0.12%	129

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 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

Certuity's IWR Position: Q2 2026 in Review

Certuity held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 18,859 shares worth $2.08M. The position accounts for 0.1% of the portfolio, ranked #113.

Certuity first reported a position in IWR in Q2 2020 and has held it in 25 quarters since. 707 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Certuity held 18,859 shares of iShares Russell Mid-Cap ETF worth $2.08M as of Q2 2026.
Certuity left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Certuity's portfolio in Q2 2026, its #113 holding.
Certuity first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
707 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.