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

Fairway 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	$1.99M	Sell	18,083 -874	-5%	-$91.9K	0.46%	31
2026 Q1	$1.84M	Buy	18,957 +46	+0.2%	+$4.59K	0.49%	30
2025 Q4	$1.82M	Buy	18,911 +69	+0.4%	+$6.63K	0.49%	31
2025 Q3	$1.82M	Buy	18,842 +56	+0.3%	+$5.31K	0.51%	30
2025 Q2	$1.73M	Buy	18,786 +1,789	+11%	+$155K	0.55%	30
2025 Q1	$1.45M	Buy	16,997 +45	+0.3%	+$4.01K	0.53%	28
2024 Q4	$1.5M	Buy	16,952 +55	+0.3%	+$4.99K	0.67%	25
2024 Q3	$1.49M	Buy	16,897 +63	+0.4%	+$5.31K	0.76%	24
2024 Q2	$1.36M	Buy	16,834 +2,871	+21%	+$234K	0.8%	24
2024 Q1	$1.17M	Buy	13,963 +32	+0.2%	+$2.54K	0.8%	24
2023 Q4	$1.08M	Buy	+13,931	New	+$990K	0.83%	24

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Fairway Wealth's IWR Position: Q2 2026 in Review

Fairway Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2026, selling an estimated $91.9K and leaving 18,083 shares worth $1.99M. The position accounts for 0.46% of the portfolio, ranked #31.

Fairway Wealth first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fairway Wealth held 18,083 shares of iShares Russell Mid-Cap ETF worth $1.99M as of Q2 2026.
Fairway Wealth sold 874 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $91.9K.
iShares Russell Mid-Cap ETF made up 0.46% of Fairway Wealth's portfolio in Q2 2026, its #31 holding.
Fairway Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.