Ironwood Wealth Management (Arizona)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ironwood Wealth Management (Arizona)’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	$115K	Sell	1,046 -3,068	-75%	-$323K	0.03%	43
2026 Q1	$400K	Hold	4,114	–	–	0.11%	28
2025 Q4	$396K	Buy	4,114 +127	+3%	+$12.2K	0.12%	27
2025 Q3	$385K	Sell	3,987 -11	-0.3%	-$1.04K	0.13%	28
2025 Q2	$368K	Sell	3,998 -932	-19%	-$80.5K	0.13%	27
2025 Q1	$419K	Sell	4,930 -511	-9%	-$45.6K	0.13%	28
2024 Q4	$481K	Sell	5,441 -14	-0.3%	-$1.27K	0.15%	29
2024 Q3	$481K	Hold	5,455	–	–	0.14%	30
2024 Q2	$442K	Sell	5,455 -162	-3%	-$13.2K	0.14%	31
2024 Q1	$472K	Buy	5,617 +127	+2%	+$10.1K	0.15%	30
2023 Q4	$427K	Sell	5,490 -1	-0%	-$71	0.14%	29
2023 Q3	$380K	Sell	5,491 -58	-1%	-$4.23K	0.16%	31
2023 Q2	$405K	Hold	5,549	–	–	0.15%	29
2023 Q1	$388K	Sell	5,549 -232	-4%	-$16.4K	0.15%	30
2022 Q4	$390K	Hold	5,781	–	–	0.16%	30
2022 Q3	$374K	Hold	5,781	–	–	0.17%	27
2022 Q2	$374K	Sell	5,781 -209	-3%	-$14.9K	0.17%	27
2022 Q1	$467K	Sell	5,990 -1,052	-15%	-$81K	0.19%	28
2021 Q4	$585K	Hold	7,042	–	–	0.26%	22
2021 Q3	$551K	Hold	7,042	–	–	0.26%	23
2021 Q2	$559K	Sell	7,042 -1,217	-15%	-$94.4K	0.32%	24
2021 Q1	$611K	Sell	8,259 -1,113	-12%	-$80.5K	0.39%	22
2020 Q4	$642K	Sell	9,372 -656	-7%	-$41.8K	0.4%	22
2020 Q3	$538K	Hold	10,028	–	–	0.4%	19
2020 Q2	$538K	Sell	10,028 -1,015	-9%	-$50.9K	0.4%	19
2020 Q1	$477K	Sell	11,043 -299	-3%	-$16.5K	0.4%	24
2019 Q4	$676K	Sell	11,342 -205	-2%	-$11.8K	0.47%	22
2019 Q3	$646K	Buy	11,547 +760	+7%	+$42.5K	0.48%	23
2019 Q2	$603K	Sell	10,787 -1,097	-9%	-$60.2K	0.46%	21
2019 Q1	$641K	Sell	11,884 -509	-4%	-$26.4K	0.55%	22
2018 Q4	$576K	Buy	12,393 +61	+0.5%	+$3.08K	0.56%	21
2018 Q3	$680K	Hold	12,332	–	–	0.6%	20
2018 Q2	$654K	Buy	+12,332	New	+$649K	0.61%	20
2017 Q3	$691K	Buy	+14,012	New	+$676K	0.65%	20

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

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

Ironwood Wealth Management (Arizona)'s IWR Position: Q2 2026 in Review

Ironwood Wealth Management (Arizona) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 75% in Q2 2026, selling an estimated $323K and leaving 1,046 shares worth $115K. The position accounts for 0.03% of the portfolio, ranked #43.

Ironwood Wealth Management (Arizona) first reported a position in IWR in Q3 2017 and has held it in 34 quarters since. The position peaked at $691K in Q3 2017. 734 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ironwood Wealth Management (Arizona) held 1,046 shares of iShares Russell Mid-Cap ETF worth $115K as of Q2 2026.
Ironwood Wealth Management (Arizona) sold 3,068 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $323K.
iShares Russell Mid-Cap ETF made up 0.03% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #43 holding.
Ironwood Wealth Management (Arizona) first reported a position in iShares Russell Mid-Cap ETF in Q3 2017 and has held it in 34 quarters since.
Ironwood Wealth Management (Arizona)'s iShares Russell Mid-Cap ETF position peaked at $691K in Q3 2017.
734 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.