MJT & Associates Financial Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MJT & Associates Financial Advisory’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	$165K	Hold	1,500	–	–	0.11%	49
2026 Q1	$146K	Hold	1,500	–	–	0.11%	49
2025 Q4	$144K	Hold	1,500	–	–	0.11%	50
2025 Q3	$145K	Hold	1,500	–	–	0.12%	46
2025 Q2	$138K	Hold	1,500	–	–	0.17%	58
2025 Q1	$128K	Buy	+1,500	New	+$134K	0.12%	69

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

MJT & Associates Financial Advisory's IWR Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,500 shares worth $165K. The position accounts for 0.11% of the portfolio, ranked #49.

MJT & Associates Financial Advisory first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 476 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MJT & Associates Financial Advisory held 1,500 shares of iShares Russell Mid-Cap ETF worth $165K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.11% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #49 holding.
MJT & Associates Financial Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
476 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.