Christensen King & Associates Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Christensen King & Associates Investment Services’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	$504K	Hold	4,573	–	–	0.2%	61
2026 Q1	$445K	Sell	4,573 -371	-8%	-$37.1K	0.19%	67
2025 Q4	$476K	Sell	4,944 -47	-0.9%	-$4.52K	0.2%	60
2025 Q3	$482K	Buy	4,991 +372	+8%	+$35.3K	0.21%	60
2025 Q2	$425K	Buy	4,619 +2	+0%	+$173	0.19%	63
2025 Q1	$403K	Sell	4,617 -311	-6%	-$27.7K	0.19%	67
2024 Q4	$443K	Buy	4,928 +2	+0%	+$182	0.21%	60
2024 Q3	$434K	Sell	4,926 -7	-0.1%	-$590	0.2%	62
2024 Q2	$400K	Buy	4,933 +81	+2%	+$6.59K	0.2%	66
2024 Q1	$408K	Sell	4,852 -131	-3%	-$10.4K	0.2%	64
2023 Q4	$387K	Buy	+4,983	New	+$354K	0.21%	66

Other funds holding IWR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 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

Christensen King & Associates Investment Services's IWR Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,573 shares worth $504K. The position accounts for 0.2% of the portfolio, ranked #61.

Christensen King & Associates Investment Services first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 843 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Christensen King & Associates Investment Services held 4,573 shares of iShares Russell Mid-Cap ETF worth $504K as of Q2 2026.
Christensen King & Associates Investment Services left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.2% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #61 holding.
Christensen King & Associates Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
843 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.