Ironwood Wealth Management (Arizona)’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
$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

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.