Everhart Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Everhart Financial Group’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	$592K	Buy	5,367 +61	+1%	+$6.42K	0.04%	249
2026 Q1	$516K	Buy	5,306 +240	+5%	+$24K	0.04%	268
2025 Q4	$488K	Sell	5,066 -30	-0.6%	-$2.88K	0.05%	266
2025 Q3	$492K	Buy	5,096 +86	+2%	+$8.15K	0.05%	249
2025 Q2	$461K	Hold	5,010	–	–	0.05%	232
2025 Q1	$426K	Buy	5,010 +1,721	+52%	+$153K	0.06%	232
2024 Q4	$291K	Hold	3,289	–	–	0.06%	259
2024 Q3	$290K	Hold	3,289	–	–	0.06%	265
2024 Q2	$267K	Hold	3,289	–	–	0.07%	238
2024 Q1	$277K	Sell	3,289 -774	-19%	-$61.3K	0.08%	224
2023 Q4	$316K	Buy	+4,063	New	+$289K	0.11%	171
2023 Q3	–	Sell	-3,289	Closed	-$240K	–	224
2023 Q2	$240K	Buy	3,289 +86	+3%	+$5.98K	0.1%	183
2023 Q1	$224K	Hold	3,203	–	–	0.1%	181
2022 Q4	$216K	Sell	3,203 -20	-0.6%	-$1.35K	0.11%	163
2022 Q3	$200K	Buy	3,223 +20	+0.6%	+$1.38K	0.11%	193
2022 Q2	$207K	Hold	3,203	–	–	0.13%	176
2022 Q1	$250K	Sell	3,203 -232	-7%	-$17.9K	0.14%	103
2021 Q4	$285K	Hold	3,435	–	–	0.17%	93
2021 Q3	$269K	Buy	+3,435	New	+$275K	0.18%	89

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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

Everhart Financial Group's IWR Position: Q2 2026 in Review

Everhart Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, buying an estimated $6.42K and bringing the position to 5,367 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #249.

Everhart Financial Group first reported a position in IWR in Q3 2021 and has held it in 19 quarters since. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Everhart Financial Group held 5,367 shares of iShares Russell Mid-Cap ETF worth $592K as of Q2 2026.
Everhart Financial Group bought 61 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.42K.
iShares Russell Mid-Cap ETF made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #249 holding.
Everhart Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 19 quarters since.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.