JSF Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JSF Financial’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	$3.29M	Buy	29,848 +2,827	+10%	+$297K	0.52%	28
2026 Q1	$2.63M	Sell	27,021 -1,092	-4%	-$109K	0.52%	28
2025 Q4	$2.71M	Sell	28,113 -68	-0.2%	-$6.54K	0.56%	26
2025 Q3	$2.72M	Sell	28,181 -223	-0.8%	-$21.1K	0.6%	26
2025 Q2	$2.61M	Buy	28,404 +84	+0.3%	+$7.26K	0.62%	25
2025 Q1	$2.41M	Sell	28,320 -73	-0.3%	-$6.51K	0.64%	26
2024 Q4	$2.51M	Sell	28,393 -647	-2%	-$58.7K	0.67%	24
2024 Q3	$2.56M	Sell	29,040 -13,465	-32%	-$1.13M	0.75%	23
2024 Q2	$3.45M	Sell	42,505 -3,400	-7%	-$277K	1.06%	20
2024 Q1	$3.86M	Sell	45,905 -1,400	-3%	-$111K	1.21%	17
2023 Q4	$3.68M	Sell	47,305 -837	-2%	-$59.5K	1.28%	18
2023 Q3	$3.33M	Sell	48,142 -4,189	-8%	-$306K	1.29%	18
2023 Q2	$3.82M	Sell	52,331 -4,766	-8%	-$332K	1.35%	23
2023 Q1	$3.99M	Sell	57,097 -11,799	-17%	-$833K	1.49%	20
2022 Q4	$4.65M	Buy	68,896 +4,960	+8%	+$334K	1.74%	17
2022 Q3	$3.97M	Sell	63,936 -25,458	-28%	-$1.75M	1.51%	20
2022 Q2	$5.78M	Sell	89,394 -10,263	-10%	-$731K	2.62%	9
2022 Q1	$7.78M	Sell	99,657 -250,742	-72%	-$19.3M	3.31%	8
2021 Q4	$29.1M	Buy	350,399 +10,480	+3%	+$860K	14.15%	2
2021 Q3	$26.6M	Buy	339,919 +83,191	+32%	+$6.66M	13.17%	3
2021 Q2	$20.3M	Sell	256,728 -59,036	-19%	-$4.58M	11.99%	3
2021 Q1	$23.3M	Sell	315,764 -5,963	-2%	-$431K	14.65%	3
2020 Q4	$22.1M	Sell	321,727 -10,559	-3%	-$673K	15.41%	2
2020 Q3	$19.1M	Sell	332,286 -6,880	-2%	-$392K	14.97%	2
2020 Q2	$18.2M	Sell	339,166 -41,005	-11%	-$2.06M	15.73%	2
2020 Q1	$16.4M	Buy	380,171 +284,156	+296%	+$15.6M	16.65%	2
2019 Q4	$5.72M	Sell	96,015 -890	-0.9%	-$51.1K	5.66%	4
2019 Q3	$5.42M	Sell	96,905 -8,108	-8%	-$453K	5.9%	4
2019 Q2	$5.87M	Sell	105,013 -86	-0.1%	-$4.72K	6.37%	4
2019 Q1	$5.67M	Sell	105,099 -11,305	-10%	-$586K	6.26%	4
2018 Q4	$5.41M	Buy	+116,404	New	+$5.87M	5.54%	5

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

JSF Financial's IWR Position: Q2 2026 in Review

JSF Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q2 2026, buying an estimated $297K and bringing the position to 29,848 shares worth $3.29M. The position accounts for 0.52% of the portfolio, ranked #28.

JSF Financial first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.1M in Q4 2021. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

JSF Financial held 29,848 shares of iShares Russell Mid-Cap ETF worth $3.29M as of Q2 2026.
JSF Financial bought 2,827 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $297K.
iShares Russell Mid-Cap ETF made up 0.52% of JSF Financial's portfolio in Q2 2026, its #28 holding.
JSF Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
JSF Financial's iShares Russell Mid-Cap ETF position peaked at $29.1M in Q4 2021.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on JSF Financial's 13F filing for Q2 2026, filed 28 Jul 2026.