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

Shelton 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 		$9.45M Sell
85,684
-10,076
-11% -$1.06M 3.71% 7
2026
Q1 		$9.31M Buy
95,760
+16,930
+21% +$1.69M 4.07% 7
2025
Q4 		$7.59M Buy
78,830
+16,864
+27% +$1.62M 3.25% 7
2025
Q3 		$5.98M Buy
61,966
+128
+0.2% +$12.1K 2.71% 7
2025
Q2 		$5.69M Sell
61,838
-1,725
-3% -$149K 2.74% 7
2025
Q1 		$5.41M Sell
63,563
-3,566
-5% -$318K 2.94% 7
2024
Q4 		$5.93M Sell
67,129
-5,481
-8% -$497K 3.07% 7
2024
Q3 		$6.4M Sell
72,610
-6,307
-8% -$531K 3.48% 2
2024
Q2 		$6.4M Sell
78,917
-9,510
-11% -$774K 3.63% 2
2024
Q1 		$7.44M Sell
88,427
-13,885
-14% -$1.1M 4.68% 2
2023
Q4 		$7.95M Sell
102,312
-29,290
-22% -$2.08M 5.65% 2
2023
Q3 		$9.11M Sell
131,602
-1,101
-0.8% -$80.3K 7.29% 3
2023
Q2 		$9.69M Buy
132,703
+220
+0.2% +$15.3K 7.51% 2
2023
Q1 		$9.26M Sell
132,483
-18,259
-12% -$1.29M 7.51% 3
2022
Q4 		$10.2M Sell
150,742
-8,237
-5% -$555K 8.03% 2
2022
Q3 		$9.88M Buy
158,979
+168
+0.1% +$11.6K 8.8% 2
2022
Q2 		$10.3M Buy
158,811
+3,759
+2% +$268K 8.73% 2
2022
Q1 		$12.1M Buy
155,052
+16,457
+12% +$1.27M 9.55% 2
2021
Q4 		$11.5M Buy
+138,595
New +$11.4M 9.05% 2

Other funds holding IWR

Wealth Enhancement Advisory Services
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
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
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
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Shelton Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $1.06M and leaving 85,684 shares worth $9.45M. The position accounts for 3.71% of the portfolio, ranked #7.

Shelton Wealth Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $12.1M in Q1 2022. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Shelton Wealth Management held 85,684 shares of iShares Russell Mid-Cap ETF worth $9.45M as of Q2 2026.
  • Shelton Wealth Management sold 10,076 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.06M.
  • iShares Russell Mid-Cap ETF made up 3.71% of Shelton Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Shelton Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Shelton Wealth Management's iShares Russell Mid-Cap ETF position peaked at $12.1M in Q1 2022.
  • 305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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