ICMM
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Integrated Capital Management (Michigan)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Integrated Capital Management (Michigan)’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 		$284K Buy
2,576
+97
+4% +$10.2K 0.1% 45
2026
Q1 		$241K Buy
+2,479
New +$248K 0.1% 55

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Integrated Capital Management (Michigan)'s IWR Position: Q2 2026 in Review

Integrated Capital Management (Michigan) increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 2,576 shares worth $284K. The position accounts for 0.1% of the portfolio, ranked #45.

Integrated Capital Management (Michigan) first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Integrated Capital Management (Michigan) held 2,576 shares of iShares Russell Mid-Cap ETF worth $284K as of Q2 2026.
  • Integrated Capital Management (Michigan) bought 97 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Integrated Capital Management (Michigan)'s portfolio in Q2 2026, its #45 holding.
  • Integrated Capital Management (Michigan) first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Integrated Capital Management (Michigan)'s 13F filing for Q2 2026, filed 31 Jul 2026.