Guardian Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Guardian Partners’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	$3.97K	Buy	+36	New	+$3.79K	﹤0.01%	361

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Guardian Partners's IWR Position: Q2 2026 in Review

Guardian Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 36 shares worth $3.97K. The stake represents ﹤0.01% of the portfolio and ranks #361 among its holdings.

738 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Guardian Partners held 36 shares of iShares Russell Mid-Cap ETF worth $3.97K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Guardian Partners position in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Guardian Partners's portfolio in Q2 2026, its #361 holding.
738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.