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

Enzi 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	$271K	Sell	2,471 -124	-5%	-$13K	0.09%	60
2026 Q1	$252K	Hold	2,595	–	–	0.09%	59
2025 Q4	$261K	Sell	2,595 -200	-7%	-$19.2K	0.09%	62
2025 Q3	$266K	Hold	2,795	–	–	0.09%	58
2025 Q2	$260K	Hold	2,795	–	–	0.1%	60
2025 Q1	$233K	Hold	2,795	–	–	0.09%	59
2024 Q4	$258K	Hold	2,795	–	–	0.1%	59
2024 Q3	$250K	Hold	2,795	–	–	0.1%	58
2024 Q2	$226K	Sell	2,795 -760	-21%	-$61.9K	0.1%	59
2024 Q1	$283K	Sell	3,555 -36	-1%	-$2.85K	0.13%	47
2023 Q4	$279K	Sell	3,591 -2,027	-36%	-$144K	0.13%	47
2023 Q3	$384K	Sell	5,618 -510	-8%	-$37.2K	0.2%	37
2023 Q2	$461K	Sell	6,128 -2,508	-29%	-$174K	0.23%	35
2023 Q1	$605K	Sell	8,636 -6,780	-44%	-$479K	0.31%	34
2022 Q4	$1.1M	Sell	15,416 -3,834	-20%	-$259K	0.53%	31
2022 Q3	$1.36M	Buy	+19,250	New	+$1.32M	0.67%	26

Other funds holding IWR

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Enzi Wealth's IWR Position: Q2 2026 in Review

Enzi Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.8% in Q2 2026, selling an estimated $13K and leaving 2,471 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #60.

Enzi Wealth first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.36M in Q3 2022. 375 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Enzi Wealth held 2,471 shares of iShares Russell Mid-Cap ETF worth $271K as of Q2 2026.
Enzi Wealth sold 124 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13K.
iShares Russell Mid-Cap ETF made up 0.09% of Enzi Wealth's portfolio in Q2 2026, its #60 holding.
Enzi Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
Enzi Wealth's iShares Russell Mid-Cap ETF position peaked at $1.36M in Q3 2022.
375 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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