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Cynosure Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cynosure Group’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 		$315K Buy
2,851
+15
+0.5% +$1.58K 0.05% 162
2026
Q1 		$273K Sell
2,836
-3,132
-52% -$313K 0.03% 185
2025
Q4 		$573K Sell
5,968
-1,193
-17% -$115K 0.06% 119
2025
Q3 		$691K Buy
7,161
+25
+0.4% +$2.37K 0.08% 106
2025
Q2 		$656K Sell
7,136
-2,162
-23% -$187K 0.07% 137
2025
Q1 		$791K Sell
9,298
-732
-7% -$65.3K 0.11% 92
2024
Q4 		$887K Buy
10,030
+37
+0.4% +$3.36K 0.13% 82
2024
Q3 		$881K Sell
9,993
-5,310
-35% -$447K 0.13% 81
2024
Q2 		$1.24M Sell
15,303
-1,913
-11% -$156K 0.2% 64
2024
Q1 		$1.45M Sell
17,216
-159
-0.9% -$12.6K 0.26% 47
2023
Q4 		$1.35M Buy
17,375
+116
+0.7% +$8.24K 0.24% 80
2023
Q3 		$1.2M Sell
17,259
-1,508
-8% -$110K 0.37% 59
2023
Q2 		$1.37M Buy
18,767
+2,889
+18% +$201K 0.41% 57
2023
Q1 		$1.11M Sell
15,878
-15
-0.1% -$1.06K 1.68% 16
2022
Q4 		$1.07M Sell
15,893
-695
-4% -$46.9K 1.11% 16
2022
Q3 		$1.03M Sell
16,588
-1,444
-8% -$99.3K 1.1% 18
2022
Q2 		$1.17M Buy
18,032
+56
+0.3% +$3.99K 1.14% 18
2022
Q1 		$1.4M Sell
17,976
-133
-0.7% -$10.2K 1.13% 19
2021
Q4 		$1.5M Buy
18,109
+55
+0.3% +$4.51K 1.13% 18
2021
Q3 		$1.41M Sell
18,054
-113
-0.6% -$9.05K 1.09% 18
2021
Q2 		$1.44M Sell
18,167
-187
-1% -$14.5K 1.12% 17
2021
Q1 		$1.36M Sell
18,354
-370
-2% -$26.7K 1.06% 16
2020
Q4 		$1.28M Hold
18,724
– – 1.09% 14
2020
Q3 		$1.07M Sell
18,724
-1,404
-7% -$79.9K 1.12% 11
2020
Q2 		$1.08M Sell
20,128
-2,286
-10% -$115K 1.27% 10
2020
Q1 		$968K Hold
22,414
– – 0.69% 22
2019
Q4 		$1.34M Hold
22,414
– – 0.71% 12
2019
Q3 		$1.25M Hold
22,414
– – 0.68% 12
2019
Q2 		$1.25M Hold
22,414
– – 0.57% 14
2019
Q1 		$1.21M Sell
22,414
-738
-3% -$38.2K 0.75% 10
2018
Q4 		$1.08M Buy
+23,152
New +$1.17M 0.63% 9

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cynosure Group's IWR Position: Q2 2026 in Review

Cynosure Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.53% in Q2 2026, buying an estimated $1.58K and bringing the position to 2,851 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #162.

Cynosure Group first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.5M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Cynosure Group held 2,851 shares of iShares Russell Mid-Cap ETF worth $315K as of Q2 2026.
  • Cynosure Group bought 15 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.58K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Cynosure Group's portfolio in Q2 2026, its #162 holding.
  • Cynosure Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Cynosure Group's iShares Russell Mid-Cap ETF position peaked at $1.5M in Q4 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.