RA
IWR icon

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

Rockingstone 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 		$243K Hold
2,200
– – 0.1% 105
2026
Q1 		$214K Hold
2,200
– – 0.1% 111
2025
Q4 		$212K Buy
+2,200
New +$212K 0.1% 110

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Rockingstone Advisors's IWR Position: Q2 2026 in Review

Rockingstone Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,200 shares worth $243K. The position accounts for 0.1% of the portfolio, ranked #105.

Rockingstone Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Rockingstone Advisors held 2,200 shares of iShares Russell Mid-Cap ETF worth $243K as of Q2 2026.
  • Rockingstone Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.1% of Rockingstone Advisors's portfolio in Q2 2026, its #105 holding.
  • Rockingstone Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.