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

Elevation 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	$106K	Hold	965	–	–	0.03%	188
2026 Q1	$93.8K	Sell	965 -192	-17%	-$19.2K	0.03%	175
2025 Q4	$111K	Sell	1,157 -188	-14%	-$18.1K	0.04%	160
2025 Q3	$130K	Hold	1,345	–	–	0.05%	151
2025 Q2	$124K	Hold	1,345	–	–	0.05%	152
2025 Q1	$114K	Hold	1,345	–	–	0.05%	153
2024 Q4	$119K	Sell	1,345 -59	-4%	-$5.36K	0.05%	149
2024 Q3	$124K	Hold	1,404	–	–	0.05%	144
2024 Q2	$114K	Hold	1,404	–	–	0.05%	144
2024 Q1	$118K	Hold	1,404	–	–	0.06%	140
2023 Q4	$97.2K	Hold	1,404	–	–	0.06%	156
2023 Q3	$97.2K	Hold	1,404	–	–	0.08%	97
2023 Q2	$103K	Hold	1,404	–	–	0.09%	98
2023 Q1	$98.2K	Buy	+1,404	New	+$99.1K	0.09%	104

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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 965 shares worth $106K. The position accounts for 0.03% of the portfolio, ranked #188.

Elevation Wealth Partners first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $130K in Q3 2025. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Elevation Wealth Partners held 965 shares of iShares Russell Mid-Cap ETF worth $106K as of Q2 2026.
Elevation Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Elevation Wealth Partners's portfolio in Q2 2026, its #188 holding.
Elevation Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $130K in Q3 2025.
728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.