IHT Wealth Management’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 | $5.03M | Buy |
45,637
+221
| +0.5% | +$23.2K | 0.11% | 201 |
|
|
2026
Q1 | $4.42M | Buy |
45,416
+796
| +2% | +$79.5K | 0.1% | 205 |
|
|
2025
Q4 | $4.35M | Buy |
44,620
+3,238
| +8% | +$311K | 0.11% | 196 |
|
|
2025
Q3 | $3.99M | Buy |
41,382
+530
| +1% | +$50.2K | 0.1% | 198 |
|
|
2025
Q2 | $3.76M | Sell |
40,852
-828
| -2% | -$71.5K | 0.1% | 187 |
|
|
2025
Q1 | $3.56M | Sell |
41,680
-229
| -0.5% | -$20.4K | 0.11% | 183 |
|
|
2024
Q4 | $3.7M | Sell |
41,909
-1,366
| -3% | -$124K | 0.12% | 167 |
|
|
2024
Q3 | $3.85M | Sell |
43,275
-3,997
| -8% | -$337K | 0.11% | 193 |
|
|
2024
Q2 | $3.85M | Sell |
47,272
-1,796
| -4% | -$146K | 0.14% | 147 |
|
|
2024
Q1 | $4.13M | Sell |
49,068
-3,491
| -7% | -$277K | 0.17% | 125 |
|
|
2023
Q4 | $4.09M | Buy |
52,559
+9,943
| +23% | +$706K | 0.18% | 116 |
|
|
2023
Q3 | $2.95M | Buy |
42,616
+1,481
| +4% | +$108K | 0.15% | 139 |
|
|
2023
Q2 | $3M | Buy |
41,135
+8,260
| +25% | +$575K | 0.16% | 126 |
|
|
2023
Q1 | $2.3M | Buy |
32,875
+9,941
| +43% | +$702K | 0.13% | 155 |
|
|
2022
Q4 | $1.55M | Sell |
22,934
-9,494
| -29% | -$640K | 0.1% | 222 |
|
|
2022
Q3 | $2.02M | Buy |
32,428
+9,687
| +43% | +$666K | 0.15% | 147 |
|
|
2022
Q2 | $1.47M | Sell |
22,741
-725
| -3% | -$51.6K | 0.13% | 168 |
|
|
2022
Q1 | $1.83M | Sell |
23,466
-9,183
| -28% | -$707K | 0.14% | 157 |
|
|
2021
Q4 | $2.71M | Sell |
32,649
-68
| -0.2% | -$5.58K | 0.2% | 105 |
|
|
2021
Q3 | $2.56M | Sell |
32,717
-3,606
| -10% | -$289K | 0.21% | 104 |
|
|
2021
Q2 | $2.88M | Buy |
36,323
+1,012
| +3% | +$78.5K | 0.18% | 118 |
|
|
2021
Q1 | $2.61M | Buy |
35,311
+3,571
| +11% | +$258K | 0.19% | 119 |
|
|
2020
Q4 | $2.18M | Sell |
31,740
-453
| -1% | -$28.9K | 0.18% | 127 |
|
|
2020
Q3 | $1.85M | Buy |
32,193
+1,564
| +5% | +$89K | 0.19% | 119 |
|
|
2020
Q2 | $1.64M | Sell |
30,629
-1,126
| -4% | -$56.4K | 0.23% | 105 |
|
|
2020
Q1 | $1.37M | Buy |
31,755
+2,251
| +8% | +$124K | 0.2% | 123 |
|
|
2019
Q4 | $1.76M | Sell |
29,504
-745
| -2% | -$42.8K | 0.21% | 116 |
|
|
2019
Q3 | $1.69M | Sell |
30,249
-617
| -2% | -$34.5K | 0.23% | 102 |
|
|
2019
Q2 | $1.72M | Sell |
30,866
-224
| -0.7% | -$12.3K | 0.25% | 93 |
|
|
2019
Q1 | $1.68M | Buy |
31,090
+1,970
| +7% | +$102K | 0.28% | 89 |
|
|
2018
Q4 | $1.35M | Buy |
29,120
+21,228
| +269% | +$1.07M | 0.26% | 98 |
|
|
2018
Q3 | $435K | Sell |
7,892
-652
| -8% | -$35.7K | 0.09% | 248 |
|
|
2018
Q2 | $453K | Buy |
8,544
+384
| +5% | +$20.2K | 0.12% | 218 |
|
|
2018
Q1 | $412K | Sell |
8,160
-292
| -3% | -$15.4K | 0.11% | 218 |
|
|
2017
Q4 | $450K | Buy |
8,452
+792
| +10% | +$40.2K | 0.12% | 213 |
|
|
2017
Q3 | $381K | Sell |
7,660
-44,480
| -85% | -$2.15M | 0.16% | 148 |
|
|
2017
Q2 | $1.57M | Buy |
52,140
+25,028
| +92% | +$1.19M | 0.76% | 22 |
|
|
2017
Q1 | $911K | Buy |
27,112
+19,572
| +260% | +$907K | 0.61% | 31 |
|
|
2016
Q4 | $340K | Buy |
+7,540
| New | +$330K | 0.26% | 98 |
|
Other funds holding IWR
IHT Wealth Management's IWR Position: Q2 2026 in Review
IHT Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.49% in Q2 2026, buying an estimated $23.2K and bringing the position to 45,637 shares worth $5.03M. The position accounts for 0.11% of the portfolio, ranked #201.
IHT Wealth Management first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- IHT Wealth Management held 45,637 shares of iShares Russell Mid-Cap ETF worth $5.03M as of Q2 2026.
- IHT Wealth Management bought 221 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $23.2K.
- iShares Russell Mid-Cap ETF made up 0.11% of IHT Wealth Management's portfolio in Q2 2026, its #201 holding.
- IHT Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.