Shum Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Shum Financial Group’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	$231K	Buy	+2,090	New	+$220K	0.14%	101

Other funds holding IWR

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Shum Financial Group's IWR Position: Q2 2026 in Review

Shum Financial Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,090 shares worth $231K. The stake represents 0.14% of the portfolio and ranks #101 among its holdings.

1,013 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Shum Financial Group held 2,090 shares of iShares Russell Mid-Cap ETF worth $231K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Shum Financial Group position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.14% of Shum Financial Group's portfolio in Q2 2026, its #101 holding.
1,013 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.