Empirical Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Empirical Wealth Management’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	$992K	Hold	8,990	–	–	0.01%	409
2026 Q1	$874K	Buy	8,990 +77	+0.9%	+$7.69K	0.02%	387
2025 Q4	$858K	Hold	8,913	–	–	0.02%	360
2025 Q3	$861K	Hold	8,913	–	–	0.02%	352
2025 Q2	$820K	Sell	8,913 -411	-4%	-$35.5K	0.02%	336
2025 Q1	$793K	Hold	9,324	–	–	0.02%	327
2024 Q4	$824K	Hold	9,324	–	–	0.02%	303
2024 Q3	$822K	Sell	9,324 -191	-2%	-$16.1K	0.02%	296
2024 Q2	$771K	Buy	+9,515	New	+$774K	0.02%	285
2023 Q2	–	Sell	-6,588	Closed	-$461K	–	482
2023 Q1	$461K	Hold	6,588	–	–	0.02%	331
2022 Q4	$444K	Sell	6,588 -607	-8%	-$40.9K	0.02%	326
2022 Q3	$447K	Sell	7,195 -4,628	-39%	-$318K	0.02%	318
2022 Q2	$764K	Buy	11,823 +2,031	+21%	+$145K	0.04%	238
2022 Q1	$764K	Sell	9,792 -65	-0.7%	-$5K	0.04%	256
2021 Q4	$818K	Buy	9,857 +4,173	+73%	+$343K	0.04%	253
2021 Q3	$445K	Buy	+5,684	New	+$455K	0.03%	322
2020 Q2	–	Sell	-4,761	Closed	-$206K	–	346
2020 Q1	$206K	Sell	4,761 -1,978	-29%	-$109K	0.02%	301
2019 Q4	$402K	Buy	6,739 +1,621	+32%	+$93.1K	0.04%	218
2019 Q3	$286K	Buy	5,118 +112	+2%	+$6.26K	0.03%	239
2019 Q2	$280K	Hold	5,006	–	–	0.04%	210
2019 Q1	$270K	Sell	5,006 -1,298	-21%	-$67.2K	0.04%	192
2018 Q4	$293K	Sell	6,304 -360	-5%	-$18.2K	0.05%	160
2018 Q3	$367K	Buy	+6,664	New	+$365K	0.07%	149

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

Empirical Wealth Management's IWR Position: Q2 2026 in Review

Empirical Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8,990 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #409.

Empirical Wealth Management first reported a position in IWR in Q3 2018 and has held it in 23 quarters since. 736 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Empirical Wealth Management held 8,990 shares of iShares Russell Mid-Cap ETF worth $992K as of Q2 2026.
Empirical Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #409 holding.
Empirical Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 23 quarters since.
736 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.