Flagstone Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Flagstone Financial 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	$863K	Hold	7,823	–	–	0.19%	33
2026 Q1	$761K	Hold	7,823	–	–	0.19%	33
2025 Q4	$753K	Hold	7,823	–	–	0.19%	34
2025 Q3	$755K	Hold	7,823	–	–	0.2%	31
2025 Q2	$719K	Sell	7,823 -47	-0.6%	-$4.06K	0.21%	32
2025 Q1	$670K	Hold	7,870	–	–	0.22%	29
2024 Q4	$696K	Buy	7,870 +47	+0.6%	+$4.27K	0.23%	28
2024 Q3	$690K	Buy	7,823 +2,901	+59%	+$244K	0.23%	26
2024 Q2	$399K	Hold	4,922	–	–	0.15%	35
2024 Q1	$414K	Hold	4,922	–	–	0.16%	33
2023 Q4	$383K	Hold	4,922	–	–	0.16%	34
2023 Q3	$341K	Hold	4,922	–	–	0.16%	31
2023 Q2	$359K	Hold	4,922	–	–	0.17%	32
2023 Q1	$344K	Hold	4,922	–	–	0.17%	31
2022 Q4	$332K	Buy	+4,922	New	+$332K	0.2%	31

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Flagstone Financial Management's IWR Position: Q2 2026 in Review

Flagstone Financial Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,823 shares worth $863K. The position accounts for 0.19% of the portfolio, ranked #33.

Flagstone Financial Management first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Flagstone Financial Management held 7,823 shares of iShares Russell Mid-Cap ETF worth $863K as of Q2 2026.
Flagstone Financial Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.19% of Flagstone Financial Management's portfolio in Q2 2026, its #33 holding.
Flagstone Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.