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

Quaker 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	$75.7K	Hold	686	–	–	0.02%	136
2026 Q1	$66.7K	Hold	686	–	–	0.02%	138
2025 Q4	$66K	Hold	686	–	–	0.02%	141
2025 Q3	$66.2K	Hold	686	–	–	0.02%	139
2025 Q2	$63.1K	Buy	+686	New	+$59.3K	0.02%	144

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

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

Quaker Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 686 shares worth $75.7K. The position accounts for 0.02% of the portfolio, ranked #136.

Quaker Wealth Management first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 606 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Quaker Wealth Management held 686 shares of iShares Russell Mid-Cap ETF worth $75.7K as of Q2 2026.
Quaker Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Quaker Wealth Management's portfolio in Q2 2026, its #136 holding.
Quaker Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
606 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.