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JFS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JFS Wealth Advisors’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 		$2.9M Sell
26,268
-112
-0.4% -$11.8K 0.14% 91
2026
Q1 		$2.56M Buy
26,380
+220
+0.8% +$22K 0.14% 91
2025
Q4 		$2.52M Buy
26,160
+45
+0.2% +$4.33K 0.14% 90
2025
Q3 		$2.52M Sell
26,115
-410
-2% -$38.9K 0.15% 91
2025
Q2 		$2.44M Buy
26,525
+5,834
+28% +$504K 0.16% 86
2025
Q1 		$1.76M Buy
20,691
+689
+3% +$61.5K 0.12% 102
2024
Q4 		$1.77M Sell
20,002
-369
-2% -$33.5K 0.12% 99
2024
Q3 		$1.8M Buy
20,371
+280
+1% +$23.6K 0.12% 102
2024
Q2 		$1.63M Hold
20,091
– – 0.13% 91
2024
Q1 		$1.69M Sell
20,091
-106
-0.5% -$8.4K 0.13% 87
2023
Q4 		$1.57M Buy
20,197
+5,664
+39% +$402K 0.13% 86
2023
Q3 		$1.01M Hold
14,533
– – 0.1% 106
2023
Q2 		$1.06M Hold
14,533
– – 0.1% 108
2023
Q1 		$1.02M Hold
14,533
– – 0.1% 112
2022
Q4 		$980K Sell
14,533
-1,517
-9% -$102K 0.1% 114
2022
Q3 		$998K Hold
16,050
– – 0.11% 103
2022
Q2 		$1.04M Hold
16,050
– – 0.11% 101
2022
Q1 		$1.25M Sell
16,050
-570
-3% -$43.9K 0.12% 104
2021
Q4 		$1.38M Sell
16,620
-449
-3% -$36.9K 0.13% 101
2021
Q3 		$1.33M Buy
17,069
+10,537
+161% +$844K 0.14% 101
2021
Q2 		$518K Sell
6,532
-517
-7% -$40.1K 0.08% 118
2021
Q1 		$521K Sell
7,049
-300
-4% -$21.7K 0.11% 98
2020
Q4 		$504K Sell
7,349
-600
-8% -$38.2K 0.11% 96
2020
Q3 		$456K Sell
7,949
-400
-5% -$22.8K 0.11% 91
2020
Q2 		$448K Buy
8,349
+4,252
+104% +$213K 0.12% 93
2020
Q1 		$177K Sell
4,097
-264
-6% -$14.5K 0.05% 130
2019
Q4 		$260K Hold
4,361
– – 0.06% 124
2019
Q3 		$244K Sell
4,361
-100
-2% -$5.59K 0.06% 128
2019
Q2 		$249K Hold
4,461
– – 0.06% 127
2019
Q1 		$241K Sell
4,461
-783
-15% -$40.6K 0.06% 126
2018
Q4 		$244K Hold
5,244
– – 0.07% 123
2018
Q3 		$289K Sell
5,244
-576
-10% -$31.6K 0.07% 121
2018
Q2 		$309K Hold
5,820
– – 0.08% 109
2018
Q1 		$300K Hold
5,820
– – 0.08% 117
2017
Q4 		$303K Buy
5,820
+576
+11% +$29.2K 0.07% 110
2017
Q3 		$258K Buy
5,244
+16
+0.3% +$772 0.07% 115
2017
Q2 		$251K Buy
5,228
+264
+5% +$12.5K 0.07% 107
2017
Q1 		$222K Hold
4,964
– – 0.06% 115
2016
Q4 		$222K Sell
4,964
-328
-6% -$14.3K 0.06% 115
2016
Q3 		$231K Sell
5,292
-160
-3% -$6.94K 0.07% 114
2016
Q2 		$229K Hold
5,452
– – 0.06% 141
2016
Q1 		$222K Sell
5,452
-480
-8% -$18.3K 0.07% 121
2015
Q4 		$238K Buy
+5,932
New +$242K 0.07% 121

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
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
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

JFS Wealth Advisors's IWR Position: Q2 2026 in Review

JFS Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.42% in Q2 2026, selling an estimated $11.8K and leaving 26,268 shares worth $2.9M. The position accounts for 0.14% of the portfolio, ranked #91.

JFS Wealth Advisors first reported a position in IWR in Q4 2015 and has held it in 43 quarters since. 739 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • JFS Wealth Advisors held 26,268 shares of iShares Russell Mid-Cap ETF worth $2.9M as of Q2 2026.
  • JFS Wealth Advisors sold 112 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.8K.
  • iShares Russell Mid-Cap ETF made up 0.14% of JFS Wealth Advisors's portfolio in Q2 2026, its #91 holding.
  • JFS Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 739 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.