MTM Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MTM Investment Management’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	$467K	Hold	4,230	–	–	0.13%	139
2026 Q1	$411K	Buy	4,230 +1	+0%	+$100	0.13%	145
2025 Q4	$407K	Hold	4,229	–	–	0.13%	140
2025 Q3	$408K	Hold	4,229	–	–	0.13%	144
2025 Q2	$389K	Hold	4,229	–	–	0.13%	144
2025 Q1	$361K	Sell	4,229 -161	-4%	-$14.4K	0.14%	147
2024 Q4	$388K	Sell	4,390 -76	-2%	-$6.9K	0.15%	141
2024 Q3	$393K	Hold	4,466	–	–	0.15%	133
2024 Q2	$362K	Hold	4,466	–	–	0.15%	131
2024 Q1	$376K	Hold	4,466	–	–	0.15%	133
2023 Q4	$347K	Buy	4,466 +1,693	+61%	+$120K	0.16%	128
2023 Q3	$192K	Hold	2,773	–	–	0.1%	170
2023 Q2	$203K	Hold	2,773	–	–	0.1%	175
2023 Q1	$194K	Hold	2,773	–	–	0.1%	176
2022 Q4	$187K	Sell	2,773 -46	-2%	-$3.1K	0.1%	174
2022 Q3	$175K	Hold	2,819	–	–	0.1%	173
2022 Q2	$185K	Hold	2,819	–	–	0.1%	174
2022 Q1	$220K	Buy	2,819 +2,425	+615%	+$187K	0.11%	168
2021 Q4	$33K	Hold	394	–	–	0.02%	236
2021 Q3	$31K	Hold	394	–	–	0.02%	215
2021 Q2	$31K	Hold	394	–	–	0.02%	213
2021 Q1	$29K	Hold	394	–	–	0.02%	204
2020 Q4	$27K	Buy	+394	New	+$25.1K	0.02%	191

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MTM Investment Management's IWR Position: Q2 2026 in Review

MTM Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,230 shares worth $467K. The position accounts for 0.13% of the portfolio, ranked #139.

MTM Investment Management first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MTM Investment Management held 4,230 shares of iShares Russell Mid-Cap ETF worth $467K as of Q2 2026.
MTM Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.13% of MTM Investment Management's portfolio in Q2 2026, its #139 holding.
MTM Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.