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

Eclectic 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	$331K	Hold	3,001	–	–	0.04%	123
2026 Q1	$292K	Sell	3,001 -380	-11%	-$38K	0.04%	125
2025 Q4	$325K	Sell	3,381 -19	-0.6%	-$1.83K	0.05%	114
2025 Q3	$328K	Sell	3,400 -411	-11%	-$39K	0.06%	97
2025 Q2	$350K	Hold	3,811	–	–	0.08%	93
2025 Q1	$324K	Sell	3,811 -523	-12%	-$46.6K	0.09%	97
2024 Q4	$383K	Buy	4,334 +1,334	+44%	+$121K	0.11%	91
2024 Q3	$264K	Hold	3,000	–	–	0.1%	90
2024 Q2	$243K	Hold	3,000	–	–	0.11%	83
2024 Q1	$252K	Hold	3,000	–	–	0.12%	82
2023 Q4	$233K	Hold	3,000	–	–	0.11%	81
2023 Q3	$208K	Hold	3,000	–	–	0.11%	78
2023 Q2	$219K	Hold	3,000	–	–	0.11%	80
2023 Q1	$210K	Hold	3,000	–	–	0.11%	78
2022 Q4	$202K	Buy	+3,000	New	+$202K	0.1%	78
2022 Q2	–	Sell	-3,000	Closed	-$234K	–	72
2022 Q1	$234K	Hold	3,000	–	–	0.15%	64
2021 Q4	$249K	Hold	3,000	–	–	0.16%	67
2021 Q3	$235K	Hold	3,000	–	–	0.17%	60
2021 Q2	$238K	Hold	3,000	–	–	0.18%	57
2021 Q1	$222K	Hold	3,000	–	–	0.18%	57
2020 Q4	$206K	Buy	+3,000	New	+$191K	0.2%	56

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Eclectic Associates's IWR Position: Q2 2026 in Review

Eclectic Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,001 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #123.

Eclectic Associates first reported a position in IWR in Q4 2020 and has held it in 21 quarters since. The position peaked at $383K in Q4 2024. 349 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Eclectic Associates held 3,001 shares of iShares Russell Mid-Cap ETF worth $331K as of Q2 2026.
Eclectic Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Eclectic Associates's portfolio in Q2 2026, its #123 holding.
Eclectic Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 21 quarters since.
Eclectic Associates's iShares Russell Mid-Cap ETF position peaked at $383K in Q4 2024.
349 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.