Mullaney, Keating & Wright’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mullaney, Keating & Wright’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	$10.6M	Buy	95,838 +92	+0.1%	+$9.68K	5.11%	3
2026 Q1	$9.31M	Sell	95,746 -632	-0.7%	-$63.1K	5.06%	3
2025 Q4	$9.28M	Sell	96,378 -117	-0.1%	-$11.2K	4.9%	3
2025 Q3	$9.32M	Buy	96,495 +4,170	+5%	+$395K	5.17%	3
2025 Q2	$8.49M	Sell	92,325 -93	-0.1%	-$8.03K	5.56%	3
2025 Q1	$7.86M	Buy	92,418 +60	+0.1%	+$5.35K	5.3%	3
2024 Q4	$8.16M	Sell	92,358 -1,139	-1%	-$103K	5.51%	3
2024 Q3	$8.24M	Buy	93,497 +383	+0.4%	+$32.3K	5.72%	3
2024 Q2	$7.55M	Buy	+93,114	New	+$7.58M	5.85%	3

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return