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Diversified Enterprises’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Diversified Enterprises’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 		$878K Buy
7,958
+325
+4% +$34.2K 0.04% 178
2026
Q1 		$742K Buy
7,633
+849
+13% +$84.8K 0.04% 187
2025
Q4 		$653K Buy
+6,784
New +$652K 0.04% 177

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
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Diversified Enterprises's IWR Position: Q2 2026 in Review

Diversified Enterprises increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, buying an estimated $34.2K and bringing the position to 7,958 shares worth $878K. The position accounts for 0.04% of the portfolio, ranked #178.

Diversified Enterprises first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Diversified Enterprises held 7,958 shares of iShares Russell Mid-Cap ETF worth $878K as of Q2 2026.
  • Diversified Enterprises bought 325 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $34.2K.
  • iShares Russell Mid-Cap ETF made up 0.04% of Diversified Enterprises's portfolio in Q2 2026, its #178 holding.
  • Diversified Enterprises first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.