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

Sachetta’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	$247K	Buy	2,243 +1	+0%	+$105	0.12%	88
2026 Q1	$218K	Hold	2,242	–	–	0.12%	91
2025 Q4	$216K	Sell	2,242 -59,489	-96%	-$5.72M	0.12%	88
2025 Q3	$5.96M	Buy	61,731 +1	+0%	+$95	2.22%	7
2025 Q2	$5.68M	Sell	61,730 -173	-0.3%	-$14.9K	2.24%	7
2025 Q1	$5.27M	Buy	61,903 +336	+0.5%	+$30K	2.16%	7
2024 Q4	$5.44M	Buy	61,567 +1	+0%	+$91	2.15%	8
2024 Q3	$5.43M	Buy	61,566 +1	+0%	+$84	2.15%	8
2024 Q2	$5.21M	Buy	61,565 +128	+0.2%	+$10.4K	2.27%	8
2024 Q1	$4.78M	Hold	61,437	–	–	2.27%	7
2023 Q4	$4.78M	Buy	+61,437	New	+$4.36M	2.27%	7

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Sachetta's IWR Position: Q2 2026 in Review

Sachetta increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,243 shares worth $247K. The position accounts for 0.12% of the portfolio, ranked #88.

Sachetta first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.96M in Q3 2025. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sachetta held 2,243 shares of iShares Russell Mid-Cap ETF worth $247K as of Q2 2026.
Sachetta bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.12% of Sachetta's portfolio in Q2 2026, its #88 holding.
Sachetta first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Sachetta's iShares Russell Mid-Cap ETF position peaked at $5.96M in Q3 2025.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.