Mason & Associates (Virginia)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mason & Associates (Virginia)’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	$1.13M	Sell	10,201 -34	-0.3%	-$3.58K	0.23%	22
2026 Q1	$995K	Sell	10,235 -37	-0.4%	-$3.7K	0.23%	22
2025 Q4	$989K	Sell	10,272 -1,064	-9%	-$102K	0.22%	22
2025 Q3	$1.04M	Hold	11,336	–	–	0.26%	20
2025 Q2	$1.04M	Sell	11,336 -853	-7%	-$73.7K	0.26%	20
2025 Q1	$1.04M	Sell	12,189 -67	-0.5%	-$5.98K	0.3%	18
2024 Q4	$1.08M	Sell	12,256 -628	-5%	-$57K	0.32%	17
2024 Q3	$1.14M	Sell	12,884 -223	-2%	-$18.8K	0.35%	17
2024 Q2	$1.06M	Buy	+13,107	New	+$1.07M	0.35%	17

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

Mason & Associates (Virginia)'s IWR Position: Q2 2026 in Review

Mason & Associates (Virginia) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.33% in Q2 2026, selling an estimated $3.58K and leaving 10,201 shares worth $1.13M. The position accounts for 0.23% of the portfolio, ranked #22.

Mason & Associates (Virginia) first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q3 2024. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mason & Associates (Virginia) held 10,201 shares of iShares Russell Mid-Cap ETF worth $1.13M as of Q2 2026.
Mason & Associates (Virginia) sold 34 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.58K.
iShares Russell Mid-Cap ETF made up 0.23% of Mason & Associates (Virginia)'s portfolio in Q2 2026, its #22 holding.
Mason & Associates (Virginia) first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
Mason & Associates (Virginia)'s iShares Russell Mid-Cap ETF position peaked at $1.14M in Q3 2024.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mason & Associates (Virginia)'s 13F filing for Q2 2026, filed 14 Jul 2026.