RMR Wealth Builders’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RMR Wealth Builders’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	$1.43M	Sell	12,984 -798	-6%	-$83.9K	0.09%	105
2026 Q1	$1.34M	Sell	13,782 -411	-3%	-$41.1K	0.11%	101
2025 Q4	$1.37M	Sell	14,193 -213	-1%	-$20.5K	0.11%	98
2025 Q3	$1.39M	Buy	14,406 +613	+4%	+$58.1K	0.12%	93
2025 Q2	$1.27M	Buy	13,793 +833	+6%	+$72K	0.12%	100
2025 Q1	$1.1M	Sell	12,960 -82	-0.6%	-$7.31K	0.12%	100
2024 Q4	$1.15M	Sell	13,042 -467	-3%	-$42.4K	0.12%	99
2024 Q3	$1.19M	Sell	13,509 -2,149	-14%	-$181K	0.13%	89
2024 Q2	$1.27M	Sell	15,658 -1,465	-9%	-$119K	0.15%	83
2024 Q1	$1.44M	Buy	17,123 +98	+0.6%	+$7.77K	0.17%	75
2023 Q4	$1.32M	Buy	17,025 +854	+5%	+$60.7K	0.19%	67
2023 Q3	$1.12M	Sell	16,171 -46	-0.3%	-$3.36K	0.18%	68
2023 Q2	$1.18M	Buy	16,217 +1,232	+8%	+$85.7K	0.2%	58
2023 Q1	$1.05M	Buy	14,985 +26	+0.2%	+$1.84K	0.2%	58
2022 Q4	$1.01M	Buy	14,959 +3,775	+34%	+$255K	0.23%	53
2022 Q3	$695K	Sell	11,184 -26	-0.2%	-$1.79K	0.17%	71
2022 Q2	$725K	Sell	11,210 -792	-7%	-$56.4K	0.18%	80
2022 Q1	$937K	Sell	12,002 -318	-3%	-$24.5K	0.2%	71
2021 Q4	$1.02M	Sell	12,320 -4,421	-26%	-$363K	0.29%	38
2021 Q3	$1.31M	Buy	16,741 +3,266	+24%	+$262K	0.38%	43
2021 Q2	$1.07M	Sell	13,475 -5,935	-31%	-$460K	0.35%	48
2021 Q1	$1.44M	Buy	19,410 +13,732	+242%	+$993K	0.37%	40
2020 Q4	$389K	Sell	5,678 -13,788	-71%	-$878K	0.19%	91
2020 Q3	$1.12M	Buy	19,466 +17,329	+811%	+$986K	0.29%	59
2020 Q2	$115K	Buy	+2,137	New	+$107K	0.1%	158
2019 Q4	$144K	Buy	+2,407	New	+$138K	0.14%	142

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

MMA

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

RMR Wealth Builders's IWR Position: Q2 2026 in Review

RMR Wealth Builders reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.8% in Q2 2026, selling an estimated $83.9K and leaving 12,984 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #105.

RMR Wealth Builders first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.44M in Q1 2024. 569 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

RMR Wealth Builders held 12,984 shares of iShares Russell Mid-Cap ETF worth $1.43M as of Q2 2026.
RMR Wealth Builders sold 798 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $83.9K.
iShares Russell Mid-Cap ETF made up 0.09% of RMR Wealth Builders's portfolio in Q2 2026, its #105 holding.
RMR Wealth Builders first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's iShares Russell Mid-Cap ETF position peaked at $1.44M in Q1 2024.
569 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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