Mayfair Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mayfair Advisory Group’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	$220K	Buy	+2,012	New	+$212K	0.07%	174

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Mayfair Advisory Group's IWR Position: Q2 2026 in Review

Mayfair Advisory Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,012 shares worth $220K. The stake represents 0.07% of the portfolio and ranks #174 among its holdings.

1,241 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mayfair Advisory Group held 2,012 shares of iShares Russell Mid-Cap ETF worth $220K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Mayfair Advisory Group position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of Mayfair Advisory Group's portfolio in Q2 2026, its #174 holding.
1,241 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.