Formidable Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Formidable Asset 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	$306K	Hold	3,150	–	–	0.05%	316
2026 Q1	$303K	Sell	3,150 -10	-0.3%	-$999	0.05%	317
2025 Q4	$305K	Hold	3,160	–	–	0.04%	332
2025 Q3	$291K	Hold	3,160	–	–	0.05%	327
2025 Q2	$269K	Hold	3,160	–	–	0.05%	323
2025 Q1	$269K	Hold	3,160	–	–	0.04%	322
2024 Q4	$279K	Hold	3,160	–	–	0.05%	311
2024 Q3	$279K	Hold	3,160	–	–	0.04%	305
2024 Q2	$256K	Hold	3,160	–	–	0.04%	325
2024 Q1	$266K	Hold	3,160	–	–	0.04%	300
2023 Q4	$246K	Hold	3,160	–	–	0.05%	235
2023 Q3	$219K	Hold	3,160	–	–	0.05%	254
2023 Q2	$231K	Hold	3,160	–	–	0.05%	241
2023 Q1	$221K	Hold	3,160	–	–	0.05%	265
2022 Q4	$213K	Hold	3,160	–	–	0.05%	271
2022 Q3	$210K	Hold	3,160	–	–	0.05%	263
2022 Q2	$212K	Hold	3,160	–	–	0.05%	268
2022 Q1	$247K	Hold	3,160	–	–	0.05%	274
2021 Q4	$262K	Hold	3,160	–	–	0.05%	262
2021 Q3	$247K	Hold	3,160	–	–	0.05%	299
2021 Q2	$245K	Hold	3,160	–	–	0.05%	264
2021 Q1	$235K	Hold	3,160	–	–	0.05%	250
2020 Q4	$215K	Buy	+3,160	New	+$201K	0.05%	249
2020 Q1	–	Sell	-3,924	Closed	-$240K	–	253
2019 Q4	$240K	Hold	3,924	–	–	0.08%	184
2019 Q3	$219K	Hold	3,924	–	–	0.2%	84
2019 Q2	$224K	Buy	+3,924	New	+$215K	0.08%	183

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Formidable Asset Management's IWR Position: Q2 2026 in Review

Formidable Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,150 shares worth $306K. The position accounts for 0.05% of the portfolio, ranked #316.

Formidable Asset Management first reported a position in IWR in Q2 2019 and has held it in 26 quarters since. 349 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Formidable Asset Management held 3,150 shares of iShares Russell Mid-Cap ETF worth $306K as of Q2 2026.
Formidable Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #316 holding.
Formidable Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 26 quarters since.
349 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.