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

Roxbury Financial’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	$98.6K	Buy	893 +98	+12%	+$10.3K	0.08%	143
2026 Q1	$77.3K	Hold	795	–	–	0.07%	155
2025 Q4	$76.5K	Buy	795 +1	+0.1%	+$96	0.07%	150
2025 Q3	$76.7K	Sell	794 -37	-4%	-$3.51K	0.07%	142
2025 Q2	$76.4K	Buy	831 +1	+0.1%	+$86	0.07%	139
2025 Q1	$74.3K	Buy	830 +571	+220%	+$50.9K	0.07%	138
2024 Q4	$24.8K	Buy	+259	New	+$23.5K	0.02%	228

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

Roxbury Financial's IWR Position: Q2 2026 in Review

Roxbury Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, buying an estimated $10.3K and bringing the position to 893 shares worth $98.6K. The position accounts for 0.08% of the portfolio, ranked #143.

Roxbury Financial first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Roxbury Financial held 893 shares of iShares Russell Mid-Cap ETF worth $98.6K as of Q2 2026.
Roxbury Financial bought 98 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.3K.
iShares Russell Mid-Cap ETF made up 0.08% of Roxbury Financial's portfolio in Q2 2026, its #143 holding.
Roxbury Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.