May Barnhard Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

May Barnhard Investments’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	$3.09M	Hold	28,043	–	–	1.25%	28
2026 Q1	$2.73M	Hold	28,043	–	–	1.32%	26
2025 Q4	$2.7M	Hold	28,043	–	–	1.28%	29
2025 Q3	$2.71M	Hold	28,043	–	–	1.26%	30
2025 Q2	$2.58M	Hold	28,043	–	–	1.2%	29
2025 Q1	$2.39M	Hold	28,043	–	–	1.19%	29
2024 Q4	$2.48M	Hold	28,043	–	–	1.18%	29
2024 Q3	$2.47M	Hold	28,043	–	–	1.21%	29
2024 Q2	$2.27M	Hold	28,043	–	–	1.17%	31
2024 Q1	$2.36M	Hold	28,043	–	–	1.18%	31
2023 Q4	$2.18M	Buy	+28,043	New	+$1.99M	1.12%	31

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

May Barnhard Investments's IWR Position: Q2 2026 in Review

May Barnhard Investments held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 28,043 shares worth $3.09M. The position accounts for 1.25% of the portfolio, ranked #28.

May Barnhard Investments first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

May Barnhard Investments held 28,043 shares of iShares Russell Mid-Cap ETF worth $3.09M as of Q2 2026.
May Barnhard Investments left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 1.25% of May Barnhard Investments's portfolio in Q2 2026, its #28 holding.
May Barnhard Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.