Clayton Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clayton Financial Group’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	–	Sell	-2,900	Closed	-$282K	–	330
2026 Q1	$282K	Hold	2,900	–	–	0.14%	60
2025 Q4	$279K	Buy	+2,900	New	+$279K	0.14%	62
2025 Q2	–	Sell	-4,025	Closed	-$342K	–	69
2025 Q1	$342K	Sell	4,025 -11	-0.3%	-$981	0.13%	84
2024 Q4	$357K	Buy	4,036 +11	+0.3%	+$998	0.13%	84
2024 Q3	$355K	Buy	4,025 +306	+8%	+$25.8K	0.13%	85
2024 Q2	$313K	Buy	3,719 +999	+37%	+$81.3K	0.14%	77
2024 Q1	$229K	Buy	+2,720	New	+$216K	0.1%	93

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

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

MMA

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Clayton Financial Group's IWR Position: Q2 2026 in Review

Clayton Financial Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 2,900 shares — an estimated $282K sold.

Clayton Financial Group first reported a position in IWR in Q1 2024 and held it in 7 quarters. The position peaked at $357K in Q4 2024. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clayton Financial Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 2,900 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $282K.
Clayton Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 7 quarters.
Clayton Financial Group's iShares Russell Mid-Cap ETF position peaked at $357K in Q4 2024.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.