CWP
IWR icon

CFM Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CFM Wealth Partners’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 		$7.17M Buy
64,949
+2,396
+4% +$252K 0.91% 28
2026
Q1 		$6.08M Sell
62,553
-1,005
-2% -$100K 0.91% 28
2025
Q4 		$6.12M Sell
63,558
-2,148
-3% -$207K 0.88% 30
2025
Q3 		$6.34M Sell
65,706
-4,020
-6% -$381K 0.92% 29
2025
Q2 		$6.41M Buy
69,726
+914
+1% +$79K 1.02% 26
2025
Q1 		$5.85M Buy
68,812
+11
+0% +$981 1.03% 29
2024
Q4 		$6.08M Sell
68,801
-780
-1% -$70.8K 1.03% 25
2024
Q3 		$6.13M Buy
69,581
+2,370
+4% +$200K 1.07% 27
2024
Q2 		$5.45M Buy
67,211
+8,594
+15% +$699K 1% 26
2024
Q1 		$4.93M Sell
58,617
-3,136
-5% -$249K 0.99% 29
2023
Q4 		$4.8M Hold
61,753
– – 1.09% 26
2023
Q3 		$4.28M Buy
61,753
+1,343
+2% +$98K 1.12% 23
2023
Q2 		$4.41M Sell
60,410
-639
-1% -$44.4K 1.07% 22
2023
Q1 		$4.27M Sell
61,049
-2,018
-3% -$142K 1.15% 19
2022
Q4 		$4.25M Sell
63,067
-86
-0.1% -$5.8K 1.27% 16
2022
Q3 		$3.92M Sell
63,153
-1,057
-2% -$72.7K 1.25% 18
2022
Q2 		$4.15M Sell
64,210
-609
-0.9% -$43.4K 1.25% 17
2022
Q1 		$5.06M Sell
64,819
-4,167
-6% -$321K 1.21% 19
2021
Q4 		$5.7M Sell
68,986
-1,792
-3% -$147K 1.27% 17
2021
Q3 		$5.54M Buy
70,778
+3,784
+6% +$303K 1.39% 16
2021
Q2 		$5.31M Buy
66,994
+206
+0.3% +$16K 1.41% 15
2021
Q1 		$4.94M Buy
66,788
+15,564
+30% +$1.13M 1.49% 16
2020
Q4 		$3.51M Buy
51,224
+2,109
+4% +$134K 1.12% 24
2020
Q3 		$2.82M Buy
49,115
+1,556
+3% +$88.6K 1.03% 28
2020
Q2 		$2.55M Sell
47,559
-170
-0.4% -$8.52K 0.97% 26
2020
Q1 		$2.06M Buy
47,729
+114
+0.2% +$6.27K 0.96% 27
2019
Q4 		$2.91M Buy
+47,615
New +$2.73M 1.07% 23

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFM Wealth Partners's IWR Position: Q2 2026 in Review

CFM Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, buying an estimated $252K and bringing the position to 64,949 shares worth $7.17M. The position accounts for 0.91% of the portfolio, ranked #28.

CFM Wealth Partners first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • CFM Wealth Partners held 64,949 shares of iShares Russell Mid-Cap ETF worth $7.17M as of Q2 2026.
  • CFM Wealth Partners bought 2,396 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $252K.
  • iShares Russell Mid-Cap ETF made up 0.91% of CFM Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • CFM Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.