Petros Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Petros Family Wealth’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	$250K	Sell	2,263 -123	-5%	-$12.9K	0.15%	120
2026 Q1	$232K	Hold	2,386	–	–	0.17%	119
2025 Q4	$230K	Sell	2,386 -710	-23%	-$68.3K	0.15%	125
2025 Q3	$299K	Hold	3,096	–	–	0.25%	99
2025 Q2	$285K	Hold	3,096	–	–	0.26%	103
2025 Q1	$263K	Hold	3,096	–	–	0.29%	98
2024 Q4	$274K	Buy	+3,096	New	+$281K	0.3%	96

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

Petros Family Wealth's IWR Position: Q2 2026 in Review

Petros Family Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.2% in Q2 2026, selling an estimated $12.9K and leaving 2,263 shares worth $250K. The position accounts for 0.15% of the portfolio, ranked #120.

Petros Family Wealth first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Petros Family Wealth held 2,263 shares of iShares Russell Mid-Cap ETF worth $250K as of Q2 2026.
Petros Family Wealth sold 123 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.9K.
iShares Russell Mid-Cap ETF made up 0.15% of Petros Family Wealth's portfolio in Q2 2026, its #120 holding.
Petros Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Petros Family Wealth's iShares Russell Mid-Cap ETF position peaked at $299K in Q3 2025.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Petros Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.