Marino Stram & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marino Stram & Associates’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	$223K	Buy	+2,022	New	+$213K	0.04%	188
2025 Q4	–	Sell	-2,385	Closed	-$230K	–	194
2025 Q3	$230K	Sell	2,385 -192	-7%	-$18.2K	0.04%	176
2025 Q2	$237K	Sell	2,577 -108	-4%	-$9.33K	0.05%	162
2025 Q1	$228K	Sell	2,685 -278	-9%	-$24.8K	0.05%	155
2024 Q4	$262K	Buy	2,963 +10	+0.3%	+$908	0.06%	146
2024 Q3	$260K	Sell	2,953 -29	-1%	-$2.44K	0.06%	148
2024 Q2	$242K	Sell	2,982 -308	-9%	-$25.1K	0.06%	144
2024 Q1	$277K	Buy	3,290 +8	+0.2%	+$634	0.07%	141
2023 Q4	$255K	Buy	+3,282	New	+$233K	0.07%	146
2021 Q3	–	Sell	-48,780	Closed	-$3.87M	–	220
2021 Q2	$3.87M	Buy	+48,780	New	+$3.78M	1.01%	25
2019 Q2	–	Sell	-1,054	Closed	-$57K	–	327
2019 Q1	$57K	Buy	+1,054	New	+$54.6K	0.04%	147

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

Marino Stram & Associates's IWR Position: Q2 2026 in Review

Marino Stram & Associates opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,022 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings. This is a return to the name: Marino Stram & Associates previously reported a position in IWR as recently as Q3 2025.

Marino Stram & Associates first reported a position in IWR in Q1 2019 and has held it in 11 quarters since. The position peaked at $3.87M in Q2 2021. 810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Marino Stram & Associates held 2,022 shares of iShares Russell Mid-Cap ETF worth $223K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Marino Stram & Associates position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Marino Stram & Associates's portfolio in Q2 2026, its #188 holding.
Marino Stram & Associates first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 11 quarters since.
Marino Stram & Associates's iShares Russell Mid-Cap ETF position peaked at $3.87M in Q2 2021.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.