HHM Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

HHM Wealth 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	$34.4K	Hold	312	–	–	﹤0.01%	438
2026 Q1	$30.3K	Hold	312	–	–	﹤0.01%	442
2025 Q4	$30K	Hold	312	–	–	﹤0.01%	432
2025 Q3	$30.1K	Hold	312	–	–	﹤0.01%	449
2025 Q2	$28.7K	Buy	+312	New	+$27K	﹤0.01%	456
2022 Q4	–	Sell	-68	Closed	-$4K	–	717
2022 Q3	$4K	Hold	68	–	–	﹤0.01%	554
2022 Q2	$4K	Buy	+68	New	+$4.84K	﹤0.01%	672
2020 Q3	–	Sell	-200	Closed	-$11K	–	525
2020 Q2	$11K	Hold	200	–	–	﹤0.01%	361
2020 Q1	$9K	Buy	+200	New	+$11K	﹤0.01%	359

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HHM Wealth Advisors's IWR Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 312 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

HHM Wealth Advisors first reported a position in IWR in Q1 2020 and has held it in 9 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

HHM Wealth Advisors held 312 shares of iShares Russell Mid-Cap ETF worth $34.4K as of Q2 2026.
HHM Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #438 holding.
HHM Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 9 quarters since.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.