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International Assets Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

International Assets 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 		$1.14M Buy
10,331
+2,672
+35% +$281K 0.07% 258
2026
Q1 		$750K Sell
7,659
-1,483
-16% -$148K 0.05% 323
2025
Q4 		$880K Buy
9,142
+3,899
+74% +$375K 0.06% 284
2025
Q3 		$486K Hold
5,243
– – 0.04% 440
2025
Q2 		$482K Sell
5,243
-862
-14% -$74.5K 0.04% 448
2025
Q1 		$519K Sell
6,105
-2,918
-32% -$260K 0.05% 390
2024
Q4 		$797K Sell
9,023
-470,194
-98% -$42.7M 0.07% 280
2024
Q3 		$5.44K Buy
479,217
+476,137
+15,459% +$40.1M 0.01% 556
2024
Q2 		$250K Buy
3,080
+145
+5% +$11.8K 0.02% 608
2024
Q1 		$245K Sell
2,935
-572
-16% -$45.3K 0.03% 605
2023
Q4 		$273K Buy
+3,507
New +$249K 0.03% 521
2023
Q2 		– Sell
-4,795
Closed -$335K – 701
2023
Q1 		$335K Sell
4,795
-6,315
-57% -$446K 0.05% 345
2022
Q4 		$749K Buy
11,110
+873
+9% +$58.9K 0.08% 246
2022
Q3 		$636K Buy
10,237
+5,109
+100% +$351K 0.14% 161
2022
Q2 		$332 Buy
5,128
+155
+3% +$11K 0.03% 282
2022
Q1 		$388K Buy
4,973
+474
+11% +$36.5K 0.07% 281
2021
Q4 		$373K Buy
4,499
+263
+6% +$21.6K 0.07% 303
2021
Q3 		$331K Sell
4,236
-114
-3% -$9.13K 0.06% 319
2021
Q2 		$345K Sell
4,350
-5,735
-57% -$445K 0.06% 303
2021
Q1 		$715K Buy
10,085
+4,350
+76% +$314K 0.07% 268
2020
Q4 		$393K Buy
5,735
+806
+16% +$51.3K 0.07% 247
2020
Q3 		$283K Hold
4,929
– – 0.07% 251
2020
Q2 		$264K Sell
4,929
-2,583
-34% -$129K 0.06% 251
2020
Q1 		$324K Buy
+7,512
New +$413K 0.1% 195

Other funds holding IWR

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
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
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

International Assets Investment Management's IWR Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 35% in Q2 2026, buying an estimated $281K and bringing the position to 10,331 shares worth $1.14M. The position accounts for 0.07% of the portfolio, ranked #258.

International Assets Investment Management first reported a position in IWR in Q1 2020 and has held it in 24 quarters since. 733 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • International Assets Investment Management held 10,331 shares of iShares Russell Mid-Cap ETF worth $1.14M as of Q2 2026.
  • International Assets Investment Management bought 2,672 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $281K.
  • iShares Russell Mid-Cap ETF made up 0.07% of International Assets Investment Management's portfolio in Q2 2026, its #258 holding.
  • International Assets Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • 733 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.