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

Selective 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	$1M	Hold	9,158	–	–	0.26%	44
2026 Q1	$938K	Hold	9,158	–	–	0.28%	42
2025 Q4	$926K	Hold	9,158	–	–	0.29%	41
2025 Q3	$885K	Hold	9,158	–	–	0.28%	41
2025 Q2	$857K	Hold	9,158	–	–	0.31%	39
2025 Q1	$729K	Hold	9,158	–	–	0.32%	43
2024 Q4	$817K	Sell	9,158 -113	-1%	-$10.3K	0.33%	43
2024 Q3	$811K	Sell	9,271 -50	-0.5%	-$4.21K	0.34%	43
2024 Q2	$751K	Buy	9,321 +22	+0.2%	+$1.79K	0.33%	43
2024 Q1	$762K	Buy	+9,299	New	+$737K	0.33%	43

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

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

Selective Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,158 shares worth $1M. The position accounts for 0.26% of the portfolio, ranked #44.

Selective Wealth Management first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. 771 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Selective Wealth Management held 9,158 shares of iShares Russell Mid-Cap ETF worth $1M as of Q2 2026.
Selective Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.26% of Selective Wealth Management's portfolio in Q2 2026, its #44 holding.
Selective Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
771 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.