DiNuzzo Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DiNuzzo Private Wealth’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	$256K	Hold	2,325	–	–	0.03%	71
2026 Q1	$226K	Hold	2,325	–	–	0.02%	75
2025 Q4	$224K	Hold	2,325	–	–	0.02%	73
2025 Q3	$223K	Hold	2,325	–	–	0.03%	71
2025 Q2	$214K	Hold	2,325	–	–	0.03%	71
2025 Q1	$198K	Hold	2,325	–	–	0.02%	72
2024 Q4	$206K	Hold	2,325	–	–	0.03%	71
2024 Q3	$205K	Hold	2,325	–	–	0.03%	71
2024 Q2	$189K	Hold	2,325	–	–	0.03%	51
2024 Q1	$196K	Hold	2,325	–	–	0.03%	49
2023 Q4	$181K	Buy	+2,325	New	+$165K	0.03%	48

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

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 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

DiNuzzo Private Wealth's IWR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,325 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #71.

DiNuzzo Private Wealth first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 675 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

DiNuzzo Private Wealth held 2,325 shares of iShares Russell Mid-Cap ETF worth $256K as of Q2 2026.
DiNuzzo Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #71 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
675 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.