Intrua Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Intrua Financial’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	$599K	Sell	5,425 -164	-3%	-$17.2K	0.05%	250
2026 Q1	$543K	Sell	5,589 -669	-11%	-$66.8K	0.06%	248
2025 Q4	$602K	Buy	6,258 +2,158	+53%	+$207K	0.06%	226
2025 Q3	$396K	Sell	4,100 -1,192	-23%	-$113K	0.04%	305
2025 Q2	$487K	Hold	5,292	–	–	0.07%	214
2025 Q1	$450K	Sell	5,292 -1,312	-20%	-$117K	0.07%	215
2024 Q4	$584K	Sell	6,604 -607	-8%	-$55.1K	0.09%	174
2024 Q3	$636K	Sell	7,211 -634	-8%	-$53.4K	0.09%	182
2024 Q2	$636K	Sell	7,845 -1,727	-18%	-$141K	0.09%	182
2024 Q1	$805K	Sell	9,572 -100	-1%	-$7.92K	0.12%	165
2023 Q4	$752K	Sell	9,672 -400	-4%	-$28.4K	0.11%	168
2023 Q3	$697K	Hold	10,072	–	–	0.12%	150
2023 Q2	$736K	Sell	10,072 -200	-2%	-$13.9K	0.12%	149
2023 Q1	$701K	Sell	10,272 -488	-5%	-$34.5K	0.15%	140
2022 Q4	$746K	Buy	10,760 +24	+0.2%	+$1.62K	0.17%	134
2022 Q3	$667K	Buy	10,736 +35	+0.3%	+$2.41K	0.18%	128
2022 Q2	$692K	Hold	10,701	–	–	0.15%	151
2022 Q1	$835K	Hold	10,701	–	–	0.15%	144
2021 Q4	$888K	Buy	10,701 +400	+4%	+$32.8K	0.16%	134
2021 Q3	$844K	Sell	10,301 -45	-0.4%	-$3.6K	0.16%	137
2021 Q2	$837K	Sell	10,346 -1,324	-11%	-$103K	0.2%	106
2021 Q1	$916K	Buy	+11,670	New	+$844K	0.23%	95

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

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

Intrua Financial's IWR Position: Q2 2026 in Review

Intrua Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $17.2K and leaving 5,425 shares worth $599K. The position accounts for 0.05% of the portfolio, ranked #250.

Intrua Financial first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $916K in Q1 2021. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Intrua Financial held 5,425 shares of iShares Russell Mid-Cap ETF worth $599K as of Q2 2026.
Intrua Financial sold 164 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.2K.
iShares Russell Mid-Cap ETF made up 0.05% of Intrua Financial's portfolio in Q2 2026, its #250 holding.
Intrua Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
Intrua Financial's iShares Russell Mid-Cap ETF position peaked at $916K in Q1 2021.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.