Hohimer Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hohimer Wealth 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	$491K	Hold	4,450	–	–	0.05%	227
2026 Q1	$433K	Hold	4,450	–	–	0.05%	218
2025 Q4	$428K	Hold	4,450	–	–	0.06%	199
2025 Q3	$430K	Hold	4,450	–	–	0.06%	203
2025 Q2	$409K	Hold	4,450	–	–	0.07%	170
2025 Q1	$379K	Hold	4,450	–	–	0.07%	181
2024 Q4	$393K	Buy	4,450 +300	+7%	+$27.2K	0.07%	159
2024 Q3	$366K	Hold	4,150	–	–	0.08%	155
2024 Q2	$336K	Hold	4,150	–	–	0.08%	176
2024 Q1	$349K	Hold	4,150	–	–	0.08%	183
2023 Q4	$323K	Hold	4,150	–	–	0.08%	171
2023 Q3	$287K	Hold	4,150	–	–	0.08%	168
2023 Q2	$303K	Sell	4,150 -129	-3%	-$8.97K	0.08%	165
2023 Q1	$299K	Buy	+4,279	New	+$302K	0.09%	161

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Hohimer Wealth Management's IWR Position: Q2 2026 in Review

Hohimer Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,450 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #227.

Hohimer Wealth Management first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hohimer Wealth Management held 4,450 shares of iShares Russell Mid-Cap ETF worth $491K as of Q2 2026.
Hohimer Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Hohimer Wealth Management's portfolio in Q2 2026, its #227 holding.
Hohimer Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.