Flagstar Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Flagstar Advisors’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	$3.45M	Sell	31,264 -1,031	-3%	-$108K	1.04%	30
2026 Q1	$3.14M	Sell	32,295 -3,302	-9%	-$330K	1.14%	27
2025 Q4	$3.43M	Buy	35,597 +1,902	+6%	+$183K	1.15%	29
2025 Q3	$3.25M	Sell	33,695 -6,291	-16%	-$596K	1%	31
2025 Q2	$3.68M	Sell	39,986 -2,571	-6%	-$222K	1.02%	28
2025 Q1	$3.62M	Buy	42,557 +900	+2%	+$80.3K	0.93%	28
2024 Q4	$3.68M	Sell	41,657 -775	-2%	-$70.3K	0.92%	28
2024 Q3	$3.74M	Sell	42,432 -613	-1%	-$51.6K	0.95%	27
2024 Q2	$3.49M	Sell	43,045 -4,370	-9%	-$356K	0.96%	29
2024 Q1	$3.99M	Buy	47,415 +1,714	+4%	+$136K	1.11%	24
2023 Q4	$3.55M	Sell	45,701 -10,172	-18%	-$723K	1.12%	24
2023 Q3	$3.88M	Sell	55,873 -10,749	-16%	-$784K	1.48%	15
2023 Q2	$4.87M	Sell	66,622 -22,439	-25%	-$1.56M	1.83%	11
2023 Q1	$6.23M	Sell	89,061 -6,595	-7%	-$466K	2.26%	7
2022 Q4	$6.45M	Sell	95,656 -1,898	-2%	-$128K	2.27%	7
2022 Q3	$6.06M	Sell	97,554 -2,444	-2%	-$168K	2.28%	7
2022 Q2	$6.46M	Sell	99,998 -5,746	-5%	-$409K	2.39%	7
2022 Q1	$8.25M	Sell	105,744 -2,856	-3%	-$220K	2.59%	7
2021 Q4	$9.02M	Sell	108,600 -4,622	-4%	-$379K	2.77%	7
2021 Q3	$8.86M	Buy	+113,222	New	+$9.07M	2.95%	5

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Flagstar Advisors's IWR Position: Q2 2026 in Review

Flagstar Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q2 2026, selling an estimated $108K and leaving 31,264 shares worth $3.45M. The position accounts for 1.04% of the portfolio, ranked #30.

Flagstar Advisors first reported a position in IWR in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.02M in Q4 2021. 728 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Flagstar Advisors held 31,264 shares of iShares Russell Mid-Cap ETF worth $3.45M as of Q2 2026.
Flagstar Advisors sold 1,031 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap ETF made up 1.04% of Flagstar Advisors's portfolio in Q2 2026, its #30 holding.
Flagstar Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 20 quarters since.
Flagstar Advisors's iShares Russell Mid-Cap ETF position peaked at $9.02M in Q4 2021.
728 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Flagstar Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.