CM Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CM Wealth Advisors’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	$428K	Buy	+3,884	New	+$409K	0.08%	112
2023 Q3	–	Sell	-14,324	Closed	-$1.08M	–	124
2023 Q2	$1.08M	Buy	+14,324	New	+$996K	0.35%	26

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CM Wealth Advisors's IWR Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 3,884 shares worth $428K. The stake represents 0.08% of the portfolio and ranks #112 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in IWR as recently as Q2 2023.

CM Wealth Advisors first reported a position in IWR in Q2 2023 and has held it in 2 quarters since. The position peaked at $1.08M in Q2 2023. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

CM Wealth Advisors held 3,884 shares of iShares Russell Mid-Cap ETF worth $428K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new CM Wealth Advisors position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of CM Wealth Advisors's portfolio in Q2 2026, its #112 holding.
CM Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 2 quarters since.
CM Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q2 2023.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.