Resonant Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Resonant Capital Advisors’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	$2.91M	Hold	26,391	–	–	0.14%	107
2026 Q1	$2.57M	Hold	26,391	–	–	0.13%	107
2025 Q4	$2.54M	Hold	26,391	–	–	0.14%	108
2025 Q3	$2.55M	Hold	26,391	–	–	0.15%	107
2025 Q2	$2.43M	Buy	26,391 +368	+1%	+$31.8K	0.15%	105
2025 Q1	$2.21M	Hold	26,023	–	–	0.15%	102
2024 Q4	$2.3M	Hold	26,023	–	–	0.17%	101
2024 Q3	$2.29M	Hold	26,023	–	–	0.17%	98
2024 Q2	$2.11M	Hold	26,023	–	–	0.17%	101
2024 Q1	$2.19M	Hold	26,023	–	–	0.19%	99
2023 Q4	$2.02M	Hold	26,023	–	–	0.2%	100
2023 Q3	$1.81M	Hold	26,023	–	–	0.19%	98
2023 Q2	$1.9M	Sell	26,023 -1,498	-5%	-$104K	0.21%	95
2023 Q1	$1.92M	Hold	27,521	–	–	0.22%	97
2022 Q4	$1.86M	Buy	27,521 +18,482	+204%	+$1.25M	0.23%	95
2022 Q3	$562K	Sell	9,039 -343	-4%	-$23.6K	0.09%	141
2022 Q2	$607K	Buy	9,382 +1,700	+22%	+$121K	0.09%	134
2022 Q1	$603K	Sell	7,682 -798	-9%	-$61.4K	0.09%	129
2021 Q4	$704K	Buy	8,480 +343	+4%	+$28.2K	0.11%	107
2021 Q3	$636K	Hold	8,137	–	–	0.11%	106
2021 Q2	$645K	Buy	+8,137	New	+$631K	0.12%	96

Other funds holding IWR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Resonant Capital Advisors's IWR Position: Q2 2026 in Review

Resonant Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 26,391 shares worth $2.91M. The position accounts for 0.14% of the portfolio, ranked #107.

Resonant Capital Advisors first reported a position in IWR in Q2 2021 and has held it in 21 quarters since. 857 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Resonant Capital Advisors held 26,391 shares of iShares Russell Mid-Cap ETF worth $2.91M as of Q2 2026.
Resonant Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.14% of Resonant Capital Advisors's portfolio in Q2 2026, its #107 holding.
Resonant Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 21 quarters since.
857 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.