Quantum Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Quantum Financial Partners’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	$2.31M	Buy	+20,960	New	+$2.2M	1.18%	23

Other funds holding IWR

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

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Quantum Financial Partners's IWR Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 20,960 shares worth $2.31M. The stake represents 1.18% of the portfolio and ranks #23 among its holdings.

440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Quantum Financial Partners held 20,960 shares of iShares Russell Mid-Cap ETF worth $2.31M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Quantum Financial Partners position in Q2 2026.
iShares Russell Mid-Cap ETF made up 1.18% of Quantum Financial Partners's portfolio in Q2 2026, its #23 holding.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.