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

Fairman 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 		$246K Buy
2,229
+5
+0.2% +$526 0.19% 56
2026
Q1 		$216K Buy
2,224
+4
+0.2% +$400 0.18% 56
2025
Q4 		$214K Sell
2,220
-583
-21% -$56.1K 0.17% 53
2025
Q3 		$271K Buy
2,803
+5
+0.2% +$474 0.22% 44
2025
Q2 		$257K Buy
2,798
+130
+5% +$11.2K 0.21% 44
2025
Q1 		$236K Buy
2,668
+3
+0.1% +$268 0.22% 50
2024
Q4 		$236K Sell
2,665
-534
-17% -$48.5K 0.19% 52
2024
Q3 		$282K Sell
3,199
-676
-17% -$57K 0.25% 50
2024
Q2 		$314K Buy
3,875
+4
+0.1% +$326 0.32% 36
2024
Q1 		$326K Buy
3,871
+3
+0.1% +$238 0.31% 33
2023
Q4 		$301K Buy
+3,868
New +$275K 0.29% 33

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Fairman Group's IWR Position: Q2 2026 in Review

Fairman Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.22% in Q2 2026, buying an estimated $526 and bringing the position to 2,229 shares worth $246K. The position accounts for 0.19% of the portfolio, ranked #56.

Fairman Group first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $326K in Q1 2024. 1,048 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Fairman Group held 2,229 shares of iShares Russell Mid-Cap ETF worth $246K as of Q2 2026.
  • Fairman Group bought 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
  • iShares Russell Mid-Cap ETF made up 0.19% of Fairman Group's portfolio in Q2 2026, its #56 holding.
  • Fairman Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Fairman Group's iShares Russell Mid-Cap ETF position peaked at $326K in Q1 2024.
  • 1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.