Orgel Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Orgel Wealth 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	$1.5M	Sell	13,639 -629	-4%	-$66.2K	0.03%	54
2026 Q1	$1.39M	Sell	14,268 -325	-2%	-$32.5K	0.03%	46
2025 Q4	$1.4M	Sell	14,593 -949	-6%	-$91.2K	0.03%	45
2025 Q3	$1.5M	Sell	15,542 -257	-2%	-$24.4K	0.03%	44
2025 Q2	$1.45M	Sell	15,799 -295	-2%	-$25.5K	0.04%	44
2025 Q1	$1.37M	Buy	16,094 +7,673	+91%	+$684K	0.04%	40
2024 Q4	$744K	Buy	+8,421	New	+$764K	0.02%	53
2020 Q1	–	Sell	-4,927	Closed	-$294K	–	49
2019 Q4	$294K	Buy	+4,927	New	+$283K	0.08%	37

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Orgel Wealth Management's IWR Position: Q2 2026 in Review

Orgel Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, selling an estimated $66.2K and leaving 13,639 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #54.

Orgel Wealth Management first reported a position in IWR in Q4 2019 and has held it in 8 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Orgel Wealth Management held 13,639 shares of iShares Russell Mid-Cap ETF worth $1.5M as of Q2 2026.
Orgel Wealth Management sold 629 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $66.2K.
iShares Russell Mid-Cap ETF made up 0.03% of Orgel Wealth Management's portfolio in Q2 2026, its #54 holding.
Orgel Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 8 quarters since.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.