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

Sax Wealth 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	$402K	Sell	4,139 -385	-9%	-$40.5K	0.02%	390
2026 Q1	$435K	Hold	4,524	–	–	0.02%	312
2025 Q4	$435K	Buy	4,524 +589	+15%	+$56.6K	0.02%	318
2025 Q3	$380K	Buy	3,935 +1	+0%	+$95	0.02%	320
2025 Q2	$362K	Buy	3,934 +185	+5%	+$16K	0.02%	307
2025 Q1	$319K	Hold	3,749	–	–	0.02%	286
2024 Q4	$331K	Hold	3,749	–	–	0.03%	253
2024 Q3	$330K	Hold	3,749	–	–	0.03%	212
2024 Q2	$304K	Buy	3,749 +110	+3%	+$8.95K	0.03%	206
2024 Q1	$306K	Sell	3,639 -130	-3%	-$10.3K	0.04%	146
2023 Q4	$293K	Hold	3,769	–	–	0.05%	151
2023 Q3	$261K	Buy	+3,769	New	+$275K	0.05%	148

Other funds holding IWR

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

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

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Sax Wealth Advisors's IWR Position: Q2 2026 in Review

Sax Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.5% in Q2 2026, selling an estimated $40.5K and leaving 4,139 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #390.

Sax Wealth Advisors first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. The position peaked at $435K in Q1 2026. 404 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sax Wealth Advisors held 4,139 shares of iShares Russell Mid-Cap ETF worth $402K as of Q2 2026.
Sax Wealth Advisors sold 385 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $40.5K.
iShares Russell Mid-Cap ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #390 holding.
Sax Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
Sax Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $435K in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.