Holistic Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $520K | Hold |
4,712
| – | – | 0.32% | 51 |
|
|
2026
Q1 | $458K | Hold |
4,712
| – | – | 0.17% | 63 |
|
|
2025
Q4 | $454K | Hold |
4,712
| – | – | 0.16% | 65 |
|
|
2025
Q3 | $455K | Hold |
4,712
| – | – | 0.19% | 64 |
|
|
2025
Q2 | $433K | Hold |
4,712
| – | – | 0.19% | 59 |
|
|
2025
Q1 | $401K | Hold |
4,712
| – | – | 0.19% | 64 |
|
|
2024
Q4 | $417K | Buy |
4,712
+112
| +2% | +$10.2K | 0.21% | 62 |
|
|
2024
Q3 | $405K | Hold |
4,600
| – | – | 0.2% | 62 |
|
|
2024
Q2 | $373K | Hold |
4,600
| – | – | 0.19% | 66 |
|
|
2024
Q1 | $387K | Hold |
4,600
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $358K | Hold |
4,600
| – | – | 0.22% | 65 |
|
|
2023
Q3 | $319K | Hold |
4,600
| – | – | 0.21% | 65 |
|
|
2023
Q2 | $336K | Hold |
4,600
| – | – | 0.23% | 59 |
|
|
2023
Q1 | $322K | Hold |
4,600
| – | – | 0.25% | 66 |
|
|
2022
Q4 | $310K | Hold |
4,600
| – | – | 0.28% | 62 |
|
|
2022
Q3 | $286K | Hold |
4,600
| – | – | 0.28% | 60 |
|
|
2022
Q2 | $297K | Hold |
4,600
| – | – | 0.28% | 59 |
|
|
2022
Q1 | $359K | Hold |
4,600
| – | – | 0.23% | 58 |
|
|
2021
Q4 | $382K | Hold |
4,600
| – | – | 0.22% | 65 |
|
|
2021
Q3 | $360K | Hold |
4,600
| – | – | 0.22% | 64 |
|
|
2021
Q2 | $365K | Hold |
4,600
| – | – | 0.22% | 66 |
|
|
2021
Q1 | $340K | Hold |
4,600
| – | – | 0.22% | 65 |
|
|
2020
Q4 | $315K | Hold |
4,600
| – | – | 0.22% | 67 |
|
|
2020
Q3 | $264K | Hold |
4,600
| – | – | 0.21% | 63 |
|
|
2020
Q2 | $247K | Buy |
+4,600
| New | +$231K | 0.21% | 64 |
|
|
2020
Q1 | – | Sell |
-4,600
| Closed | -$274K | – | 102 |
|
|
2019
Q4 | $274K | Hold |
4,600
| – | – | 0.16% | 79 |
|
|
2019
Q3 | $257K | Buy |
+4,600
| New | +$257K | 0.23% | 61 |
|
|
2019
Q2 | – | Sell |
-4,600
| Closed | -$248K | – | 95 |
|
|
2019
Q1 | $248K | Hold |
4,600
| – | – | 0.1% | 97 |
|
|
2018
Q4 | $214K | Hold |
4,600
| – | – | 0.22% | 58 |
|
|
2018
Q3 | $254K | Buy |
+4,600
| New | +$252K | 0.24% | 57 |
|
|
2018
Q2 | – | Sell |
-4,600
| Closed | -$237K | – | 200 |
|
|
2018
Q1 | $237K | Hold |
4,600
| – | – | 0.2% | 55 |
|
|
2017
Q4 | $239K | Buy |
+4,600
| New | +$233K | 0.2% | 63 |
|
Other funds holding IWR
Holistic Financial Partners's IWR Position: Q2 2026 in Review
Holistic Financial Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,712 shares worth $520K. The position accounts for 0.32% of the portfolio, ranked #51.
Holistic Financial Partners first reported a position in IWR in Q4 2017 and has held it in 32 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Holistic Financial Partners held 4,712 shares of iShares Russell Mid-Cap ETF worth $520K as of Q2 2026.
- Holistic Financial Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.32% of Holistic Financial Partners's portfolio in Q2 2026, its #51 holding.
- Holistic Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.