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

Marion 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	$214K	Sell	1,939 -249	-11%	-$26.2K	0.04%	149
2026 Q1	$213K	Hold	2,188	–	–	0.05%	139
2025 Q4	$220K	Hold	2,188	–	–	0.05%	136
2025 Q3	$211K	Hold	2,188	–	–	0.05%	126
2025 Q2	$201K	Buy	+2,188	New	+$189K	0.05%	131
2024 Q2	–	Sell	-2,750	Closed	-$231K	–	121
2024 Q1	$231K	Hold	2,750	–	–	0.07%	116
2023 Q4	$214K	Buy	+2,750	New	+$195K	0.07%	115

Other funds holding IWR

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Marion Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $26.2K and leaving 1,939 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #149.

Marion Wealth Management first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. The position peaked at $231K in Q1 2024. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Marion Wealth Management held 1,939 shares of iShares Russell Mid-Cap ETF worth $214K as of Q2 2026.
Marion Wealth Management sold 249 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $26.2K.
iShares Russell Mid-Cap ETF made up 0.04% of Marion Wealth Management's portfolio in Q2 2026, its #149 holding.
Marion Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Marion Wealth Management's iShares Russell Mid-Cap ETF position peaked at $231K in Q1 2024.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.