Sellwood Investment Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sellwood Investment Partners’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	$2.65K	Hold	24	–	–	﹤0.01%	58
2026 Q1	$2.33K	Hold	24	–	–	﹤0.01%	58
2025 Q4	$2.31K	Hold	24	–	–	﹤0.01%	58
2025 Q3	$2.32K	Hold	24	–	–	﹤0.01%	86
2025 Q2	$2.21K	Hold	24	–	–	﹤0.01%	47
2025 Q1	$2.04K	Sell	24 -68	-74%	-$6.07K	﹤0.01%	38
2024 Q4	$8.13K	Buy	+92	New	+$8.35K	﹤0.01%	52

Other funds holding IWR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 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

Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sellwood Investment Partners's IWR Position: Q2 2026 in Review

Sellwood Investment Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 24 shares worth $2.65K. The position accounts for ﹤0.01% of the portfolio, ranked #58.

Sellwood Investment Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.13K in Q4 2024. 876 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sellwood Investment Partners held 24 shares of iShares Russell Mid-Cap ETF worth $2.65K as of Q2 2026.
Sellwood Investment Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Sellwood Investment Partners's portfolio in Q2 2026, its #58 holding.
Sellwood Investment Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sellwood Investment Partners's iShares Russell Mid-Cap ETF position peaked at $8.13K in Q4 2024.
876 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.