QUANTUM FINANCIAL PARTNERS LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’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	$2.31M	Buy	+20,960	New	+$2.2M	1.18%	23

Other funds holding IWR

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's IWR Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 20,960 shares worth $2.31M. The stake represents 1.18% of the portfolio and ranks #23 among its holdings.

401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

QUANTUM FINANCIAL PARTNERS LLC held 20,960 shares of iShares Russell Mid-Cap ETF worth $2.31M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
iShares Russell Mid-Cap ETF made up 1.18% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #23 holding.
401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.