QWM
IWR icon

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
2025
Q2 		– Sell
-686
Closed -$58.4K – 1290
2025
Q1 		$58.4K Buy
+686
New +$61.2K 0.02% 140

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
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
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
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. 609 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.
  • 609 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.