M1FG
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Mach-1 Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mach-1 Financial Group’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
2024
Q2 		– Sell
-148
Closed -$169 – 82
2024
Q1 		$169 Buy
+148
New +$11.7K ﹤0.01% 77

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

Mach-1 Financial Group's IWR Position: Q2 2026 in Review

Mach-1 Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $10.2K and leaving 5,171 shares worth $570K. The position accounts for 0.22% of the portfolio, ranked #54.

Mach-1 Financial Group first reported a position in IWR in Q2 2023 and has held it in 11 quarters since. 750 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Mach-1 Financial Group held 5,171 shares of iShares Russell Mid-Cap ETF worth $570K as of Q2 2026.
  • Mach-1 Financial Group sold 97 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
  • iShares Russell Mid-Cap ETF made up 0.22% of Mach-1 Financial Group's portfolio in Q2 2026, its #54 holding.
  • Mach-1 Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
  • 750 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.