McClarren Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

McClarren Financial 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	$429K	Hold	3,890	–	–	0.22%	54
2026 Q1	$378K	Sell	3,890 -26	-0.7%	-$2.6K	0.22%	57
2025 Q4	$374K	Buy	3,916 +3,750	+2,259%	+$361K	0.22%	54
2025 Q3	$376K	Sell	166 -3,724	-96%	-$353K	0.23%	55
2025 Q2	$358K	Buy	3,890 +3,805	+4,476%	+$329K	0.23%	53
2025 Q1	$324K	Buy	+85	New	+$7.58K	0.21%	56
2024 Q4	–	Sell	-88	Closed	-$336	–	261
2024 Q3	$336	Sell	88 -74	-46%	-$6.24K	0.04%	60
2024 Q2	$315K	Sell	162 -3,727	-96%	-$303K	0.22%	56
2024 Q1	$328K	Hold	3,889	–	–	0.24%	55
2023 Q4	$302K	Sell	3,889 -841	-18%	-$59.7K	0.23%	56
2023 Q3	$326K	Hold	4,730	–	–	0.28%	52
2023 Q2	$345K	Hold	4,730	–	–	0.29%	53
2023 Q1	$330K	Hold	4,730	–	–	0.3%	53
2022 Q4	$319K	Hold	4,730	–	–	0.3%	52
2022 Q3	$293K	Buy	4,730 +67	+1%	+$4.61K	0.29%	53
2022 Q2	$301K	Sell	4,663 -66	-1%	-$4.7K	0.96%	23
2022 Q1	$368K	Sell	4,729 -1	-0%	-$77	0.27%	46
2021 Q4	$393K	Sell	4,730 -94	-2%	-$7.72K	0.27%	44
2021 Q3	$377K	Buy	4,824 +66	+1%	+$5.29K	0.29%	40
2021 Q2	$377K	Sell	4,758 -225	-5%	-$17.5K	0.31%	37
2021 Q1	$369K	Buy	4,983 +1	+0%	+$72	0.33%	35
2020 Q4	$341K	Buy	+4,982	New	+$317K	0.33%	34

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

McClarren Financial Advisors's IWR Position: Q2 2026 in Review

McClarren Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,890 shares worth $429K. The position accounts for 0.22% of the portfolio, ranked #54.

McClarren Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. 451 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

McClarren Financial Advisors held 3,890 shares of iShares Russell Mid-Cap ETF worth $429K as of Q2 2026.
McClarren Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.22% of McClarren Financial Advisors's portfolio in Q2 2026, its #54 holding.
McClarren Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
451 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.