Okabena Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Okabena Investment Services’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	$1.6M	Sell	14,528 -19	-0.1%	-$2K	0.29%	54
2026 Q1	$1.41M	Buy	14,547 +2,435	+20%	+$243K	0.27%	55
2025 Q4	$1.17M	Sell	12,112 -75	-0.6%	-$7.21K	0.22%	70
2025 Q3	$1.18M	Buy	12,187 +75	+0.6%	+$7.11K	0.23%	76
2025 Q2	$1.11M	Hold	12,112	–	–	0.25%	69
2025 Q1	$1.03M	Buy	12,112 +132	+1%	+$11.8K	0.26%	68
2024 Q4	$1.06M	Buy	11,980 +330	+3%	+$30K	0.29%	63
2024 Q3	$1.03M	Hold	11,650	–	–	0.29%	65
2024 Q2	$945K	Hold	11,650	–	–	0.3%	67
2024 Q1	$980K	Hold	11,650	–	–	0.33%	69
2023 Q4	$906K	Buy	11,650 +1,000	+9%	+$71K	0.35%	64
2023 Q3	$738K	Hold	10,650	–	–	0.57%	39
2023 Q2	$778K	Hold	10,650	–	–	0.57%	44
2023 Q1	$745K	Hold	10,650	–	–	0.52%	45
2022 Q4	$718K	Sell	10,650 -1,000	-9%	-$67.4K	0.48%	55
2022 Q3	$724K	Hold	11,650	–	–	0.35%	72
2022 Q2	$753K	Hold	11,650	–	–	0.39%	61
2022 Q1	$909K	Hold	11,650	–	–	0.38%	69
2021 Q4	$967K	Buy	11,650 +10,850	+1,356%	+$891K	0.37%	68
2021 Q3	$63K	Hold	800	–	–	0.03%	90
2021 Q2	$63K	Hold	800	–	–	0.03%	85
2021 Q1	$59K	Hold	800	–	–	0.03%	63
2020 Q4	$55K	Hold	800	–	–	0.03%	63
2020 Q3	$46K	Hold	800	–	–	0.04%	66
2020 Q2	$43K	Buy	+800	New	+$40.1K	0.04%	62

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

Okabena Investment Services's IWR Position: Q2 2026 in Review

Okabena Investment Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.13% in Q2 2026, selling an estimated $2K and leaving 14,528 shares worth $1.6M. The position accounts for 0.29% of the portfolio, ranked #54.

Okabena Investment Services first reported a position in IWR in Q2 2020 and has held it in 25 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Okabena Investment Services held 14,528 shares of iShares Russell Mid-Cap ETF worth $1.6M as of Q2 2026.
Okabena Investment Services sold 19 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2K.
iShares Russell Mid-Cap ETF made up 0.29% of Okabena Investment Services's portfolio in Q2 2026, its #54 holding.
Okabena Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.