Rockwood Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rockwood 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
2026 Q2	$546K	Buy	4,954 +1,211	+32%	+$127K	0.03%	75
2026 Q1	$364K	Hold	3,743	–	–	0.03%	87
2025 Q4	$360K	Buy	+3,743	New	+$360K	0.03%	85
2025 Q3	–	Sell	-3,743	Closed	-$344K	–	112
2025 Q2	$344K	Hold	3,743	–	–	0.03%	75
2025 Q1	$318K	Sell	3,743 -207	-5%	-$18.5K	0.03%	72
2024 Q4	$349K	Buy	+3,950	New	+$359K	0.04%	63
2022 Q4	–	Sell	-5,541	Closed	-$344K	–	71
2022 Q3	$344K	Hold	5,541	–	–	0.11%	49
2022 Q2	$358K	Sell	5,541 -3,310	-37%	-$236K	0.17%	49
2022 Q1	$691K	Buy	8,851 +5,748	+185%	+$442K	0.33%	32
2021 Q4	$258K	Buy	+3,103	New	+$255K	0.11%	97

Other funds holding IWR

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

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 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

Rockwood Wealth Management's IWR Position: Q2 2026 in Review

Rockwood Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 32% in Q2 2026, buying an estimated $127K and bringing the position to 4,954 shares worth $546K. The position accounts for 0.03% of the portfolio, ranked #75.

Rockwood Wealth Management first reported a position in IWR in Q4 2021 and has held it in 10 quarters since. The position peaked at $691K in Q1 2022. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Rockwood Wealth Management held 4,954 shares of iShares Russell Mid-Cap ETF worth $546K as of Q2 2026.
Rockwood Wealth Management bought 1,211 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Russell Mid-Cap ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #75 holding.
Rockwood Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 10 quarters since.
Rockwood Wealth Management's iShares Russell Mid-Cap ETF position peaked at $691K in Q1 2022.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.