Goelzer Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Goelzer Investment 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	$2.66M	Sell	24,069 -100	-0.4%	-$10.5K	0.12%	116
2026 Q1	$2.35M	Sell	24,169 -596	-2%	-$59.5K	0.11%	122
2025 Q4	$2.38M	Sell	24,765 -576	-2%	-$55.4K	0.11%	123
2025 Q3	$2.45M	Sell	25,341 -236	-0.9%	-$22.4K	0.13%	122
2025 Q2	$2.35M	Hold	25,577	–	–	0.13%	125
2025 Q1	$2.18M	Hold	25,577	–	–	0.13%	123
2024 Q4	$2.26M	Sell	25,577 -24	-0.1%	-$2.18K	0.13%	122
2024 Q3	$2.26M	Hold	25,601	–	–	0.12%	124
2024 Q2	$2.08M	Sell	25,601 -272	-1%	-$22.1K	0.12%	127
2024 Q1	$2.18M	Hold	25,873	–	–	0.12%	125
2023 Q4	$2.01M	Hold	25,873	–	–	0.13%	125
2023 Q3	$1.79M	Sell	25,873 -83	-0.3%	-$6.05K	0.13%	121
2023 Q2	$1.9M	Sell	25,956 -300	-1%	-$20.9K	0.16%	122
2023 Q1	$1.84M	Hold	26,256	–	–	0.16%	129
2022 Q4	$1.77M	Sell	26,256 -140	-0.5%	-$9.44K	0.15%	135
2022 Q3	$1.64M	Buy	26,396 +1,942	+8%	+$134K	0.16%	130
2022 Q2	$1.58M	Buy	24,454 +1,286	+6%	+$91.5K	0.15%	135
2022 Q1	$1.81M	Sell	23,168 -1,967	-8%	-$151K	0.16%	137
2021 Q4	$2.09M	Buy	25,135 +784	+3%	+$64.4K	0.17%	140
2021 Q3	$1.91M	Sell	24,351 -2,100	-8%	-$168K	0.17%	145
2021 Q2	$2.1M	Sell	26,451 -2,505	-9%	-$194K	0.17%	143
2021 Q1	$2.14M	Sell	28,956 -480	-2%	-$34.7K	0.19%	138
2020 Q4	$2.02M	Sell	29,436 -1,023	-3%	-$65.2K	0.19%	134
2020 Q3	$1.75M	Sell	30,459 -1,672	-5%	-$95.2K	0.16%	140
2020 Q2	$1.72M	Hold	32,131	–	–	0.17%	142
2020 Q1	$1.39M	Sell	32,131 -553	-2%	-$30.4K	0.16%	144
2019 Q4	$1.95M	Hold	32,684	–	–	0.17%	145
2019 Q3	$1.83M	Sell	32,684 -1,600	-5%	-$89.4K	0.17%	146
2019 Q2	$1.92M	Hold	34,284	–	–	0.18%	146
2019 Q1	$1.85M	Sell	34,284 -304	-0.9%	-$15.7K	0.18%	147
2018 Q4	$1.61M	Buy	34,588 +160	+0.5%	+$8.07K	0.21%	139
2018 Q3	$1.9M	Sell	34,428 -2,344	-6%	-$128K	0.21%	139
2018 Q2	$1.95M	Sell	36,772 -4,292	-10%	-$226K	0.23%	135
2018 Q1	$2.12M	Sell	41,064 -940	-2%	-$49.5K	0.25%	131
2017 Q4	$2.19M	Buy	42,004 +1,620	+4%	+$82.2K	0.25%	129
2017 Q3	$1.99M	Sell	40,384 -1,140	-3%	-$55K	0.23%	128
2017 Q2	$1.99M	Sell	41,524 -948	-2%	-$44.9K	0.24%	126
2017 Q1	$1.99M	Sell	42,472 -3,904	-8%	-$181K	0.25%	128
2016 Q4	$2.07M	Sell	46,376 -2,352	-5%	-$103K	0.27%	124
2016 Q3	$2.12M	Sell	48,728 -172	-0.4%	-$7.46K	0.29%	129
2016 Q2	$2.06M	Sell	48,900 -436	-0.9%	-$18K	0.28%	127
2016 Q1	$2.01M	Sell	49,336 -788	-2%	-$30K	0.29%	129
2015 Q4	$2.01M	Sell	50,124 -40	-0.1%	-$1.63K	0.29%	127
2015 Q3	$1.95M	Hold	50,164	–	–	0.31%	124
2015 Q2	$2.14M	Sell	50,164 -260	-0.5%	-$11.3K	0.32%	126
2015 Q1	$2.18M	Sell	50,424 -2,064	-4%	-$87.7K	0.33%	124
2014 Q4	$2.19M	Hold	52,488	–	–	0.33%	123
2014 Q3	$2.08M	Sell	52,488 -1,404	-3%	-$56.6K	0.35%	119
2014 Q2	$2.19M	Buy	53,892 +2,112	+4%	+$82.3K	0.36%	121
2014 Q1	$2M	Sell	51,780 -2,596	-5%	-$98.4K	0.36%	120
2013 Q4	$2.04M	Sell	54,376 -220	-0.4%	-$7.95K	0.37%	117
2013 Q3	$1.9M	Sell	54,596 -54,596	-50%	-$1.87M	0.39%	110
2013 Q2	$3.55M	Buy	+109,192	New	+$3.54M	0.38%	115

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

Goelzer Investment Management's IWR Position: Q2 2026 in Review

Goelzer Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.41% in Q2 2026, selling an estimated $10.5K and leaving 24,069 shares worth $2.66M. The position accounts for 0.12% of the portfolio, ranked #116.

Goelzer Investment Management first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.55M in Q2 2013. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Goelzer Investment Management held 24,069 shares of iShares Russell Mid-Cap ETF worth $2.66M as of Q2 2026.
Goelzer Investment Management sold 100 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
iShares Russell Mid-Cap ETF made up 0.12% of Goelzer Investment Management's portfolio in Q2 2026, its #116 holding.
Goelzer Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Goelzer Investment Management's iShares Russell Mid-Cap ETF position peaked at $3.55M in Q2 2013.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.