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Hapanowicz & Associates Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hapanowicz & Associates Financial Services’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 		$1.56M Sell
14,146
-623
-4% -$65.5K 0.49% 17
2026
Q1 		$1.44M Sell
14,769
-383
-3% -$38.3K 0.57% 12
2025
Q4 		$1.46M Buy
15,152
+402
+3% +$38.7K 0.57% 12
2025
Q3 		$1.42M Sell
14,750
-395
-3% -$37.4K 0.66% 10
2025
Q2 		$1.39M Sell
15,145
-8,320
-35% -$719K 0.7% 10
2025
Q1 		$2M Buy
23,465
+1,341
+6% +$120K 1.11% 10
2024
Q4 		$1.96M Sell
22,124
-583
-3% -$52.9K 0.98% 11
2024
Q3 		$2M Buy
22,707
+56
+0.2% +$4.72K 1.01% 10
2024
Q2 		$1.84M Buy
22,651
+428
+2% +$34.8K 1.05% 10
2024
Q1 		$1.87M Buy
22,223
+604
+3% +$47.9K 1.07% 11
2023
Q4 		$1.68M Buy
21,619
+173
+0.8% +$12.3K 1.04% 11
2023
Q3 		$1.49M Sell
21,446
-127
-0.6% -$9.27K 1.06% 11
2023
Q2 		$1.58M Sell
21,573
-145
-0.7% -$10.1K 1.05% 11
2023
Q1 		$1.52M Buy
21,718
+278
+1% +$19.6K 1.05% 11
2022
Q4 		$1.45M Sell
21,440
-298
-1% -$20.1K 1.05% 11
2022
Q3 		$1.35M Buy
21,738
+296
+1% +$20.4K 1.25% 9
2022
Q2 		$1.39M Buy
21,442
+1,426
+7% +$102K 1.08% 11
2022
Q1 		$1.56M Sell
20,016
-137
-0.7% -$10.5K 0.72% 11
2021
Q4 		$1.67M Sell
20,153
-229
-1% -$18.8K 0.74% 11
2021
Q3 		$1.59M Sell
20,382
-1,333
-6% -$107K 0.69% 13
2021
Q2 		$1.72M Sell
21,715
-12
-0.1% -$931 0.76% 12
2021
Q1 		$1.61M Sell
21,727
-673
-3% -$48.6K 0.76% 12
2020
Q4 		$1.54M Sell
22,400
-40
-0.2% -$2.55K 0.8% 12
2020
Q3 		$1.29M Buy
22,440
+551
+3% +$31.4K 0.76% 11
2020
Q2 		$1.17M Buy
21,889
+320
+1% +$16K 0.74% 11
2020
Q1 		$932K Buy
21,569
+652
+3% +$35.9K 0.66% 10
2019
Q4 		$1.25M Sell
20,917
-290
-1% -$16.6K 0.75% 11
2019
Q3 		$1.18M Sell
21,207
-41
-0.2% -$2.29K 0.75% 10
2019
Q2 		$1.18M Sell
21,248
-992
-4% -$54.4K 0.78% 12
2019
Q1 		$1.2M Buy
22,240
+89
+0.4% +$4.61K 0.8% 12
2018
Q4 		$1.03M Buy
22,151
+91
+0.4% +$4.59K 0.76% 12
2018
Q3 		$1.21M Sell
22,060
-688
-3% -$37.7K 0.81% 12
2018
Q2 		$1.21M Buy
22,748
+1,996
+10% +$105K 0.84% 11
2018
Q1 		$1.05M Buy
20,752
+1,476
+8% +$77.8K 0.77% 11
2017
Q4 		$1.03M Buy
19,276
+1,028
+6% +$52.2K 0.75% 11
2017
Q3 		$910K Buy
18,248
+2,636
+17% +$127K 0.7% 11
2017
Q2 		$743K Buy
15,612
+720
+5% +$34.1K 0.62% 12
2017
Q1 		$693K Buy
14,892
+824
+6% +$38.2K 0.61% 11
2016
Q4 		$640K Buy
+14,068
New +$615K 0.6% 12

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
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
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

Hapanowicz & Associates Financial Services's IWR Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q2 2026, selling an estimated $65.5K and leaving 14,146 shares worth $1.56M. The position accounts for 0.49% of the portfolio, ranked #17.

Hapanowicz & Associates Financial Services first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. The position peaked at $2M in Q3 2024. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 14,146 shares of iShares Russell Mid-Cap ETF worth $1.56M as of Q2 2026.
  • Hapanowicz & Associates Financial Services sold 623 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $65.5K.
  • iShares Russell Mid-Cap ETF made up 0.49% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #17 holding.
  • Hapanowicz & Associates Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • Hapanowicz & Associates Financial Services's iShares Russell Mid-Cap ETF position peaked at $2M in Q3 2024.
  • 760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.