Corepath Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Corepath Wealth Partners’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	$2.41M	Buy	22,166 +926	+4%	+$97.4K	1.51%	15
2026 Q1	$2.15M	Buy	21,240 +470	+2%	+$46.9K	1.45%	15
2025 Q4	$2.08M	Buy	20,770 +3,660	+21%	+$352K	1.39%	15
2025 Q3	$1.66M	Buy	17,110 +12,631	+282%	+$1.2M	1.21%	15
2025 Q2	$420K	Buy	+4,479	New	+$387K	0.35%	22

Other funds holding IWR

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Corepath Wealth Partners's IWR Position: Q2 2026 in Review

Corepath Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, buying an estimated $97.4K and bringing the position to 22,166 shares worth $2.41M. The position accounts for 1.51% of the portfolio, ranked #15.

Corepath Wealth Partners first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Corepath Wealth Partners held 22,166 shares of iShares Russell Mid-Cap ETF worth $2.41M as of Q2 2026.
Corepath Wealth Partners bought 926 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $97.4K.
iShares Russell Mid-Cap ETF made up 1.51% of Corepath Wealth Partners's portfolio in Q2 2026, its #15 holding.
Corepath Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Corepath Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.