Crumly & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Crumly & Associates’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	$1.85M	Sell	16,792 -772	-4%	-$81.2K	0.35%	53
2026 Q1	$1.71M	Buy	17,564 +161	+0.9%	+$16.1K	0.36%	57
2025 Q4	$1.68M	Sell	17,403 -30	-0.2%	-$2.88K	0.35%	57
2025 Q3	$1.68M	Sell	17,433 -4,403	-20%	-$417K	0.37%	51
2025 Q2	$2.01M	Buy	+21,836	New	+$1.89M	0.49%	44

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

Crumly & Associates's IWR Position: Q2 2026 in Review

Crumly & Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, selling an estimated $81.2K and leaving 16,792 shares worth $1.85M. The position accounts for 0.35% of the portfolio, ranked #53.

Crumly & Associates first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.01M in Q2 2025. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Crumly & Associates held 16,792 shares of iShares Russell Mid-Cap ETF worth $1.85M as of Q2 2026.
Crumly & Associates sold 772 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $81.2K.
iShares Russell Mid-Cap ETF made up 0.35% of Crumly & Associates's portfolio in Q2 2026, its #53 holding.
Crumly & Associates first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Crumly & Associates's iShares Russell Mid-Cap ETF position peaked at $2.01M in Q2 2025.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.