Marshall & Sterling Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Marshall & Sterling Wealth Advisors’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	$336K	Hold	3,042	–	–	0.2%	80
2026 Q1	$296K	Hold	3,042	–	–	0.19%	80
2025 Q4	$293K	Hold	3,042	–	–	0.19%	73
2025 Q3	$294K	Hold	3,042	–	–	0.19%	71
2025 Q2	$280K	Hold	3,042	–	–	0.19%	69
2025 Q1	$259K	Buy	3,042 +9	+0.3%	+$803	0.18%	73
2024 Q4	$268K	Buy	+3,033	New	+$275K	0.19%	74

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

MMA

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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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

Marshall & Sterling Wealth Advisors's IWR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,042 shares worth $336K. The position accounts for 0.2% of the portfolio, ranked #80.

Marshall & Sterling Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Marshall & Sterling Wealth Advisors held 3,042 shares of iShares Russell Mid-Cap ETF worth $336K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.2% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Marshall & Sterling Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.