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

Forum 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	$673K	Hold	6,096	–	–	0.01%	174
2026 Q1	$593K	Hold	6,096	–	–	0.01%	180
2025 Q4	$587K	Hold	6,096	–	–	0.01%	410
2025 Q3	$589K	Hold	6,096	–	–	0.01%	388
2025 Q2	$561K	Hold	6,096	–	–	0.01%	372
2025 Q1	$519K	Hold	6,096	–	–	0.01%	354
2024 Q4	$539K	Hold	6,096	–	–	0.01%	355
2024 Q3	$537K	Hold	6,096	–	–	0.01%	309
2024 Q2	$494K	Hold	6,096	–	–	0.01%	310
2024 Q1	$513K	Sell	6,096 -332	-5%	-$26.3K	0.01%	319
2023 Q4	$500K	Sell	6,428 -519	-7%	-$36.9K	0.01%	291
2023 Q3	$481K	Hold	6,947	–	–	0.01%	290
2023 Q2	$507K	Sell	6,947 -3,200	-32%	-$223K	0.01%	292
2023 Q1	$709K	Hold	10,147	–	–	0.02%	191
2022 Q4	$684K	Hold	10,147	–	–	0.02%	194
2022 Q3	$631K	Hold	10,147	–	–	0.03%	179
2022 Q2	$656K	Hold	10,147	–	–	0.03%	186
2022 Q1	$791K	Hold	10,147	–	–	0.04%	164
2021 Q4	$842K	Buy	+10,147	New	+$833K	0.04%	150

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Forum Financial Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,096 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #174.

Forum Financial Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $842K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Forum Financial Management held 6,096 shares of iShares Russell Mid-Cap ETF worth $673K as of Q2 2026.
Forum Financial Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #174 holding.
Forum Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Forum Financial Management's iShares Russell Mid-Cap ETF position peaked at $842K in Q4 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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