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Higgins & Schmidt Wealth Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Higgins & Schmidt Wealth Strategies’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 		$1M Sell
9,086
-694
-7% -$73K 0.41% 28
2026
Q1 		$951K Buy
9,780
+211
+2% +$21.1K 0.43% 27
2025
Q4 		$921K Sell
9,569
-49
-0.5% -$4.71K 0.44% 25
2025
Q3 		$929K Sell
9,618
-15
-0.2% -$1.42K 0.47% 23
2025
Q2 		$886K Buy
+9,633
New +$832K 0.49% 23

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Higgins & Schmidt Wealth Strategies's IWR Position: Q2 2026 in Review

Higgins & Schmidt Wealth Strategies reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $73K and leaving 9,086 shares worth $1M. The position accounts for 0.41% of the portfolio, ranked #28.

Higgins & Schmidt Wealth Strategies first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 831 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Higgins & Schmidt Wealth Strategies held 9,086 shares of iShares Russell Mid-Cap ETF worth $1M as of Q2 2026.
  • Higgins & Schmidt Wealth Strategies sold 694 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $73K.
  • iShares Russell Mid-Cap ETF made up 0.41% of Higgins & Schmidt Wealth Strategies's portfolio in Q2 2026, its #28 holding.
  • Higgins & Schmidt Wealth Strategies first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 831 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Higgins & Schmidt Wealth Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.