Conservest Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Conservest Capital 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	$4.04M	Sell	36,610 -14,811	-29%	-$1.56M	0.32%	36
2026 Q1	$5M	Sell	51,421 -4,629	-8%	-$462K	0.45%	27
2025 Q4	$5.4M	Sell	56,050 -165	-0.3%	-$15.9K	0.49%	24
2025 Q3	$5.43M	Buy	56,215 +202	+0.4%	+$19.1K	0.5%	22
2025 Q2	$5.15M	Sell	56,013 -369	-0.7%	-$31.9K	0.51%	22
2025 Q1	$4.8M	Buy	56,382 +49	+0.1%	+$4.37K	0.5%	23
2024 Q4	$4.98M	Sell	56,333 -4,117	-7%	-$374K	0.51%	23
2024 Q3	$5.08M	Hold	60,450	–	–	0.52%	24
2024 Q2	$5.08M	Hold	60,450	–	–	0.55%	23
2024 Q1	$5.08M	Sell	60,450 -2,795	-4%	-$221K	0.52%	24
2023 Q4	$4.92M	Sell	63,245 -9,768	-13%	-$694K	0.52%	24
2023 Q3	$5.06M	Buy	73,013 +316	+0.4%	+$23.1K	0.61%	20
2023 Q2	$5.31M	Buy	72,697 +624	+0.9%	+$43.4K	0.61%	20
2023 Q1	$5.04M	Buy	72,073 +895	+1%	+$63.2K	0.6%	20
2022 Q4	$4.8M	Buy	+71,178	New	+$4.8M	0.61%	21
2022 Q3	–	Sell	-68,782	Closed	-$4.73M	–	20
2022 Q2	$4.45M	Sell	68,782 -2,972	-4%	-$212K	0.55%	23
2022 Q1	$5.6M	Sell	71,754 -1,532	-2%	-$118K	0.62%	21
2021 Q4	$6.08M	Buy	73,286 +1,038	+1%	+$85.2K	0.65%	19
2021 Q3	$5.65M	Buy	72,248 +1,168	+2%	+$93.6K	0.64%	21
2021 Q2	$5.63M	Sell	71,080 -1,885	-3%	-$146K	0.64%	21
2021 Q1	$5.39M	Sell	72,965 -48	-0.1%	-$3.47K	0.62%	21
2020 Q4	$5M	Buy	73,013 +196	+0.3%	+$12.5K	0.6%	21
2020 Q3	$4.18M	Sell	72,817 -2,614	-3%	-$149K	0.56%	23
2020 Q2	$4.04M	Sell	75,431 -1,263	-2%	-$63.3K	0.58%	22
2020 Q1	$3.31M	Buy	76,694 +25,226	+49%	+$1.39M	0.55%	22
2019 Q4	$3.07M	Buy	51,468 +4,455	+9%	+$256K	0.4%	28
2019 Q3	$2.63M	Hold	47,013	–	–	0.38%	31
2019 Q2	$2.63M	Buy	47,013 +137	+0.3%	+$7.52K	0.39%	33
2019 Q1	$2.53M	Sell	46,876 -41	-0.1%	-$2.12K	0.38%	35
2018 Q4	$2.18M	Sell	46,917 -723	-2%	-$36.5K	0.36%	38
2018 Q3	$2.63M	Sell	47,640 -168	-0.4%	-$9.21K	0.38%	33
2018 Q2	$2.54M	Sell	47,808 -1,184	-2%	-$62.3K	0.39%	34
2018 Q1	$2.53M	Sell	48,992 -2,704	-5%	-$142K	0.55%	28
2017 Q4	$2.69M	Buy	51,696 +88	+0.2%	+$4.47K	0.53%	29
2017 Q3	$2.54M	Buy	51,608 +180	+0.4%	+$8.69K	0.4%	38
2017 Q2	$2.47M	Sell	51,428 -856	-2%	-$40.6K	0.52%	26
2017 Q1	$2.45M	Buy	+52,284	New	+$2.42M	0.52%	27

Other funds holding IWR

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

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

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

Conservest Capital Advisors's IWR Position: Q2 2026 in Review

Conservest Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, selling an estimated $1.56M and leaving 36,610 shares worth $4.04M. The position accounts for 0.32% of the portfolio, ranked #36.

Conservest Capital Advisors first reported a position in IWR in Q1 2017 and has held it in 37 quarters since. The position peaked at $6.08M in Q4 2021. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Conservest Capital Advisors held 36,610 shares of iShares Russell Mid-Cap ETF worth $4.04M as of Q2 2026.
Conservest Capital Advisors sold 14,811 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.56M.
iShares Russell Mid-Cap ETF made up 0.32% of Conservest Capital Advisors's portfolio in Q2 2026, its #36 holding.
Conservest Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
Conservest Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $6.08M in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Conservest Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.