CWP
IWR icon

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

Curated 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 		$61.9K Buy
50,449
+43,990
+681% +$4.63M 0.01% 675
2026
Q1 		$628K Hold
6,459
– – 0.08% 101
2025
Q4 		$622K Buy
+6,459
New +$621K 0.07% 102

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services
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

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

Curated Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 681% in Q2 2026, buying an estimated $4.63M and bringing the position to 50,449 shares worth $61.9K. The position accounts for 0.01% of the portfolio, ranked #675.

Curated Wealth Partners first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $628K in Q1 2026. 675 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Curated Wealth Partners held 50,449 shares of iShares Russell Mid-Cap ETF worth $61.9K as of Q2 2026.
  • Curated Wealth Partners bought 43,990 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4.63M.
  • iShares Russell Mid-Cap ETF made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #675 holding.
  • Curated Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Curated Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $628K in Q1 2026.
  • 675 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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