Ironwood Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $915K | Sell |
8,333
-5
| -0.1% | -$526 | 0.14% | 94 |
|
|
2026
Q1 | $811K | Hold |
8,338
| – | – | 0.14% | 93 |
|
|
2025
Q4 | $835K | Sell |
8,338
-57
| -0.7% | -$5.48K | 0.14% | 92 |
|
|
2025
Q3 | $811K | Sell |
8,395
-1,243
| -13% | -$118K | 0.14% | 95 |
|
|
2025
Q2 | $820K | Hold |
9,638
| – | – | 0.18% | 82 |
|
|
2025
Q1 | $820K | Hold |
9,638
| – | – | 0.18% | 82 |
|
|
2024
Q4 | $852K | Hold |
9,638
| – | – | 0.18% | 83 |
|
|
2024
Q3 | $850K | Sell |
9,638
-294
| -3% | -$24.8K | 0.18% | 79 |
|
|
2024
Q2 | $805K | Buy |
9,932
+1
| +0% | +$81 | 0.18% | 83 |
|
|
2024
Q1 | $835K | Buy |
9,931
+2
| +0% | +$158 | 0.19% | 78 |
|
|
2023
Q4 | $772K | Buy |
9,929
+5
| +0.1% | +$355 | 0.19% | 81 |
|
|
2023
Q3 | $687K | Hold |
9,924
| – | – | 0.18% | 75 |
|
|
2023
Q2 | $725K | Buy |
9,924
+1
| +0% | +$70 | 0.19% | 75 |
|
|
2023
Q1 | $694K | Buy |
9,923
+2
| +0% | +$141 | 0.19% | 75 |
|
|
2022
Q4 | $669K | Buy |
9,921
+6,078
| +158% | +$410K | 0.21% | 75 |
|
|
2022
Q3 | $239K | Buy |
3,843
+3
| +0.1% | +$206 | 0.08% | 106 |
|
|
2022
Q2 | $248K | Buy |
3,840
+602
| +19% | +$42.9K | 0.08% | 107 |
|
|
2022
Q1 | $253K | Sell |
3,238
-42
| -1% | -$3.23K | 0.07% | 108 |
|
|
2021
Q4 | $272K | Buy |
3,280
+2
| +0.1% | +$164 | 0.07% | 108 |
|
|
2021
Q3 | $256K | Buy |
3,278
+1
| +0% | +$80 | 0.07% | 105 |
|
|
2021
Q2 | $260K | Buy |
3,277
+81
| +3% | +$6.28K | 0.08% | 103 |
|
|
2021
Q1 | $236K | Buy |
3,196
+2
| +0.1% | +$145 | 0.08% | 101 |
|
|
2020
Q4 | $219K | Buy |
3,194
+2
| +0.1% | +$127 | 0.08% | 97 |
|
|
2020
Q3 | $183K | Sell |
3,192
-378
| -11% | -$21.5K | 0.09% | 62 |
|
|
2020
Q2 | $191K | Buy |
3,570
+2
| +0.1% | +$100 | 0.1% | 55 |
|
|
2020
Q1 | $154K | Sell |
3,568
-2,478
| -41% | -$136K | 0.11% | 42 |
|
|
2019
Q4 | $360K | Buy |
6,046
+3
| +0% | +$172 | 0.16% | 39 |
|
|
2019
Q3 | $338K | Buy |
6,043
+2
| +0% | +$112 | 0.16% | 39 |
|
|
2019
Q2 | $338K | Buy |
6,041
+1
| +0% | +$55 | 0.17% | 41 |
|
|
2019
Q1 | $326K | Buy |
6,040
+2
| +0% | +$104 | 0.17% | 43 |
|
|
2018
Q4 | $281K | Buy |
6,038
+4,150
| +220% | +$209K | 0.16% | 43 |
|
|
2018
Q3 | $104K | Hold |
1,888
| – | – | 0.06% | 73 |
|
|
2018
Q2 | $100K | Hold |
1,888
| – | – | 0.06% | 63 |
|
|
2018
Q1 | $97K | Hold |
1,888
| – | – | 0.11% | 53 |
|
|
2017
Q4 | $98K | Hold |
1,888
| – | – | 0.06% | 62 |
|
|
2017
Q3 | $93K | Hold |
1,888
| – | – | 0.06% | 68 |
|
|
2017
Q2 | $91K | Hold |
1,888
| – | – | 0.06% | 64 |
|
|
2017
Q1 | $88K | Hold |
1,888
| – | – | 0.06% | 65 |
|
|
2016
Q4 | $84K | Hold |
1,888
| – | – | 0.06% | 67 |
|
|
2016
Q3 | $82K | Hold |
1,888
| – | – | 0.06% | 68 |
|
|
2016
Q2 | $79K | Sell |
1,888
-236
| -11% | -$9.74K | 0.06% | 71 |
|
|
2016
Q1 | $70K | Buy |
+2,124
| New | +$80.8K | 0.05% | 76 |
|
|
2015
Q3 | $733K | Sell |
18,836
-128
| -0.7% | -$5.3K | 0.36% | 39 |
|
|
2015
Q2 | $808K | Sell |
18,964
-576
| -3% | -$25K | 0.38% | 39 |
|
|
2015
Q1 | $846K | Sell |
19,540
-208
| -1% | -$8.84K | 0.41% | 39 |
|
|
2014
Q4 | $825K | Buy |
+19,748
| New | +$802K | 0.45% | 40 |
|
Other funds holding IWR
Ironwood Financial's IWR Position: Q2 2026 in Review
Ironwood Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.06% in Q2 2026, selling an estimated $526 and leaving 8,333 shares worth $915K. The position accounts for 0.14% of the portfolio, ranked #94.
Ironwood Financial first reported a position in IWR in Q4 2014 and has held it in 46 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Ironwood Financial held 8,333 shares of iShares Russell Mid-Cap ETF worth $915K as of Q2 2026.
- Ironwood Financial sold 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
- iShares Russell Mid-Cap ETF made up 0.14% of Ironwood Financial's portfolio in Q2 2026, its #94 holding.
- Ironwood Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 46 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.