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Hunter Associates Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hunter Associates Investment 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 		$641K Sell
5,813
-1,333
-19% -$140K 0.07% 179
2026
Q1 		$695K Buy
7,146
+1
+0% +$100 0.09% 162
2025
Q4 		$687K Buy
7,145
+2
+0% +$192 0.09% 158
2025
Q3 		$689K Buy
7,143
+1
+0% +$95 0.1% 158
2025
Q2 		$656K Buy
7,142
+2
+0% +$173 0.1% 163
2025
Q1 		$608K Buy
7,140
+1
+0% +$89 0.09% 158
2024
Q4 		$632K Buy
7,139
+2
+0% +$182 0.1% 156
2024
Q3 		$627K Sell
7,137
-657
-8% -$55.4K 0.1% 155
2024
Q2 		$632K Sell
7,794
-299
-4% -$24.3K 0.11% 154
2024
Q1 		$680K Sell
8,093
-217
-3% -$17.2K 0.11% 153
2023
Q4 		$648K Sell
8,310
-46,054
-85% -$3.27M 0.12% 156
2023
Q3 		$3.76M Buy
54,364
+3,298
+6% +$241K 0.76% 34
2023
Q2 		$3.74M Buy
51,066
+12,350
+32% +$859K 0.73% 35
2023
Q1 		$2.71M Buy
38,716
+20,711
+115% +$1.46M 0.58% 45
2022
Q4 		$1.22M Buy
18,005
+6,399
+55% +$431K 0.29% 82
2022
Q3 		$722K Buy
11,606
+6,721
+138% +$462K 0.19% 100
2022
Q2 		$317K Buy
+4,885
New +$348K 0.08% 163

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Hunter Associates Investment Management's IWR Position: Q2 2026 in Review

Hunter Associates Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q2 2026, selling an estimated $140K and leaving 5,813 shares worth $641K. The position accounts for 0.07% of the portfolio, ranked #179.

Hunter Associates Investment Management first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.76M in Q3 2023. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Hunter Associates Investment Management held 5,813 shares of iShares Russell Mid-Cap ETF worth $641K as of Q2 2026.
  • Hunter Associates Investment Management sold 1,333 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $140K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Hunter Associates Investment Management's portfolio in Q2 2026, its #179 holding.
  • Hunter Associates Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • Hunter Associates Investment Management's iShares Russell Mid-Cap ETF position peaked at $3.76M in Q3 2023.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.