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

InvesTrust’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	$540K	Buy	4,893 +150	+3%	+$15.8K	0.21%	82
2026 Q1	$461K	Hold	4,743	–	–	0.19%	81
2025 Q4	$457K	Hold	4,743	–	–	0.18%	82
2025 Q3	$458K	Hold	4,743	–	–	0.17%	81
2025 Q2	$436K	Hold	4,743	–	–	0.17%	81
2025 Q1	$403K	Hold	4,743	–	–	0.11%	83
2024 Q4	$419K	Buy	+4,743	New	+$431K	0.12%	84

Other funds holding IWR

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

InvesTrust's IWR Position: Q2 2026 in Review

InvesTrust increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q2 2026, buying an estimated $15.8K and bringing the position to 4,893 shares worth $540K. The position accounts for 0.21% of the portfolio, ranked #82.

InvesTrust first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

InvesTrust held 4,893 shares of iShares Russell Mid-Cap ETF worth $540K as of Q2 2026.
InvesTrust bought 150 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $15.8K.
iShares Russell Mid-Cap ETF made up 0.21% of InvesTrust's portfolio in Q2 2026, its #82 holding.
InvesTrust first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on InvesTrust's 13F filing for Q2 2026, filed 14 Jul 2026.