Fort Washington Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fort Washington Investment 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	$5.36M	Sell	48,554 -4,095	-8%	-$431K	0.03%	235
2026 Q1	$5.12M	Buy	52,649 +14,847	+39%	+$1.48M	0.03%	234
2025 Q4	$3.64M	Buy	37,802 +32,021	+554%	+$3.08M	0.02%	241
2025 Q3	$558K	Sell	5,781 -164	-3%	-$15.5K	﹤0.01%	314
2025 Q2	$547K	Sell	5,945 -275	-4%	-$23.8K	﹤0.01%	310
2025 Q1	$529K	Sell	6,220 -150	-2%	-$13.4K	﹤0.01%	313
2024 Q4	$563K	Hold	6,370	–	–	﹤0.01%	307
2024 Q3	$561K	Hold	6,370	–	–	﹤0.01%	313
2024 Q2	$516K	Hold	6,370	–	–	﹤0.01%	326
2024 Q1	$536K	Hold	6,370	–	–	﹤0.01%	327
2023 Q4	$495K	Hold	6,370	–	–	﹤0.01%	316
2023 Q3	$441K	Hold	6,370	–	–	﹤0.01%	314
2023 Q2	$465K	Hold	6,370	–	–	﹤0.01%	316
2023 Q1	$445K	Hold	6,370	–	–	﹤0.01%	316
2022 Q4	$430K	Sell	6,370 -503	-7%	-$33.9K	﹤0.01%	322
2022 Q3	$427K	Hold	6,873	–	–	﹤0.01%	332
2022 Q2	$444K	Hold	6,873	–	–	﹤0.01%	334
2022 Q1	$536K	Hold	6,873	–	–	﹤0.01%	382
2021 Q4	$571K	Hold	6,873	–	–	﹤0.01%	381
2021 Q3	$538K	Buy	6,873 +2,000	+41%	+$160K	﹤0.01%	382
2021 Q2	$386K	Buy	4,873 +1,350	+38%	+$105K	﹤0.01%	425
2021 Q1	$260K	Hold	3,523	–	–	﹤0.01%	463
2020 Q4	$242K	Buy	+3,523	New	+$224K	﹤0.01%	469

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

Fort Washington Investment Advisors's IWR Position: Q2 2026 in Review

Fort Washington Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.8% in Q2 2026, selling an estimated $431K and leaving 48,554 shares worth $5.36M. The position accounts for 0.03% of the portfolio, ranked #235.

Fort Washington Investment Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 560 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fort Washington Investment Advisors held 48,554 shares of iShares Russell Mid-Cap ETF worth $5.36M as of Q2 2026.
Fort Washington Investment Advisors sold 4,095 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $431K.
iShares Russell Mid-Cap ETF made up 0.03% of Fort Washington Investment Advisors's portfolio in Q2 2026, its #235 holding.
Fort Washington Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
560 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.