Collective Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$423K Buy
3,836
+1,778
+86% +$187K 0.09% 127
2026
Q1
$200K Buy
+2,058
New +$206K 0.05% 154

Other funds holding IWR

Collective Family Office's IWR Position: Q2 2026 in Review

Collective Family Office increased its iShares Russell Mid-Cap ETF (IWR) stake by 86% in Q2 2026, buying an estimated $187K and bringing the position to 3,836 shares worth $423K. The position accounts for 0.09% of the portfolio, ranked #127.

Collective Family Office first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Collective Family Office held 3,836 shares of iShares Russell Mid-Cap ETF worth $423K as of Q2 2026.
  • Collective Family Office bought 1,778 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $187K.
  • iShares Russell Mid-Cap ETF made up 0.09% of Collective Family Office's portfolio in Q2 2026, its #127 holding.
  • Collective Family Office first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.