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

Fingerlakes 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	$279K	Buy	2,529 +7	+0.3%	+$736	0.15%	87
2026 Q1	$245K	Sell	2,522 -67	-3%	-$6.69K	0.16%	85
2025 Q4	$249K	Buy	2,589 +395	+18%	+$38K	0.16%	85
2025 Q3	$212K	Buy	2,194 +5	+0.2%	+$474	0.14%	91
2025 Q2	$201K	Buy	+2,189	New	+$189K	0.15%	88
2022 Q3	–	Sell	-3,345	Closed	-$216K	–	88
2022 Q2	$216K	Sell	3,345 -221	-6%	-$15.7K	0.3%	84
2022 Q1	$278K	Buy	3,566 +11	+0.3%	+$847	0.33%	80
2021 Q4	$295K	Buy	+3,555	New	+$292K	0.33%	80

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Fingerlakes Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.28% in Q2 2026, buying an estimated $736 and bringing the position to 2,529 shares worth $279K. The position accounts for 0.15% of the portfolio, ranked #87.

Fingerlakes Wealth Management first reported a position in IWR in Q4 2021 and has held it in 8 quarters since. The position peaked at $295K in Q4 2021. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fingerlakes Wealth Management held 2,529 shares of iShares Russell Mid-Cap ETF worth $279K as of Q2 2026.
Fingerlakes Wealth Management bought 7 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $736.
iShares Russell Mid-Cap ETF made up 0.15% of Fingerlakes Wealth Management's portfolio in Q2 2026, its #87 holding.
Fingerlakes Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 8 quarters since.
Fingerlakes Wealth Management's iShares Russell Mid-Cap ETF position peaked at $295K in Q4 2021.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fingerlakes Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.