Impact Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Impact Capital Partners’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	$701K	Buy	6,356 +4,216	+197%	+$443K	0.19%	111
2026 Q1	$208K	Sell	2,140 -3,320	-61%	-$332K	0.06%	269
2025 Q4	$526K	Sell	5,460 -592	-10%	-$56.9K	0.16%	130
2025 Q3	$584K	Buy	6,052 +3,847	+174%	+$365K	0.18%	122
2025 Q2	$203K	Buy	+2,205	New	+$190K	0.07%	259
2025 Q1	–	Sell	-4,960	Closed	-$438K	–	268
2024 Q4	$438K	Buy	+4,960	New	+$450K	0.16%	153

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Impact Capital Partners's IWR Position: Q2 2026 in Review

Impact Capital Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 197% in Q2 2026, buying an estimated $443K and bringing the position to 6,356 shares worth $701K. The position accounts for 0.19% of the portfolio, ranked #111.

Impact Capital Partners first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Impact Capital Partners held 6,356 shares of iShares Russell Mid-Cap ETF worth $701K as of Q2 2026.
Impact Capital Partners bought 4,216 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $443K.
iShares Russell Mid-Cap ETF made up 0.19% of Impact Capital Partners's portfolio in Q2 2026, its #111 holding.
Impact Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.