JGP Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JGP Wealth Management’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	$377K	Hold	3,415	–	–	0.03%	170
2026 Q1	$332K	Sell	3,415 -1,318	-28%	-$132K	0.03%	172
2025 Q4	$456K	Buy	4,733 +670	+16%	+$64.4K	0.05%	159
2025 Q3	$394K	Buy	4,063 +382	+10%	+$36.2K	0.04%	155
2025 Q2	$339K	Buy	3,681 +297	+9%	+$25.7K	0.04%	157
2025 Q1	$288K	Sell	3,384 -10	-0.3%	-$892	0.04%	159
2024 Q4	$300K	Buy	+3,394	New	+$308K	0.04%	151
2024 Q2	–	Sell	-3,951	Closed	-$332K	–	173
2024 Q1	$332K	Buy	3,951 +530	+15%	+$42K	0.05%	137
2023 Q4	$266K	Buy	3,421 +376	+12%	+$26.7K	0.04%	148
2023 Q3	$211K	Hold	3,045	–	–	0.04%	151
2023 Q2	$222K	Hold	3,045	–	–	0.04%	144
2023 Q1	$213K	Hold	3,045	–	–	0.04%	146
2022 Q4	$205K	Buy	+3,045	New	+$205K	0.04%	142
2022 Q2	–	Sell	-3,045	Closed	-$235K	–	154
2022 Q1	$235K	Sell	3,045 -42	-1%	-$3.23K	0.04%	151
2021 Q4	$250K	Buy	3,087 +42	+1%	+$3.45K	0.05%	150
2021 Q3	$238K	Hold	3,045	–	–	0.05%	144
2021 Q2	$241K	Sell	3,045 -955	-24%	-$74.1K	0.05%	145
2021 Q1	$296K	Hold	4,000	–	–	0.07%	126
2020 Q4	$286K	Hold	4,000	–	–	0.07%	126
2020 Q3	$240K	Hold	4,000	–	–	0.06%	122
2020 Q2	$217K	Buy	+4,000	New	+$200K	0.06%	121

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

JGP Wealth Management's IWR Position: Q2 2026 in Review

JGP Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,415 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #170.

JGP Wealth Management first reported a position in IWR in Q2 2020 and has held it in 21 quarters since. The position peaked at $456K in Q4 2025. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

JGP Wealth Management held 3,415 shares of iShares Russell Mid-Cap ETF worth $377K as of Q2 2026.
JGP Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of JGP Wealth Management's portfolio in Q2 2026, its #170 holding.
JGP Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 21 quarters since.
JGP Wealth Management's iShares Russell Mid-Cap ETF position peaked at $456K in Q4 2025.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on JGP Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.