S
IWR icon

SignatureFD’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SignatureFD’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 		$8.61K Hold
78
– – ﹤0.01% 2694
2026
Q1 		$7.58K Hold
78
– – ﹤0.01% 2628
2025
Q4 		$7.51K Sell
78
-60
-43% -$5.77K ﹤0.01% 2551
2025
Q3 		$13.3K Hold
138
– – ﹤0.01% 2298
2025
Q2 		$12.7K Sell
138
-358
-72% -$30.9K ﹤0.01% 2254
2025
Q1 		$42.2K Sell
496
-1,200
-71% -$107K ﹤0.01% 1679
2024
Q4 		$150K Sell
1,696
-391
-19% -$35.5K ﹤0.01% 1013
2024
Q3 		$184K Sell
2,087
-928
-31% -$78.2K ﹤0.01% 912
2024
Q2 		$244K Hold
3,015
– – 0.01% 733
2024
Q1 		$254K Hold
3,015
– – 0.01% 738
2023
Q4 		$234K Buy
3,015
+1,405
+87% +$99.8K 0.01% 733
2023
Q3 		$111K Buy
1,610
+1,532
+1,964% +$112K ﹤0.01% 989
2023
Q2 		$5.7K Buy
+78
New +$5.43K ﹤0.01% 2474
2023
Q1 		– Sell
-6,926
Closed -$467K – 3337
2022
Q4 		$467K Hold
6,926
– – 0.01% 430
2022
Q3 		$430K Hold
6,926
– – 0.01% 426
2022
Q2 		$448K Sell
6,926
-807
-10% -$57.4K 0.02% 403
2022
Q1 		$603K Buy
7,733
+153
+2% +$11.8K 0.02% 346
2021
Q4 		$629K Buy
7,580
+635
+9% +$52.1K 0.02% 330
2021
Q3 		$543K Sell
6,945
-109
-2% -$8.73K 0.02% 344
2021
Q2 		$559K Buy
7,054
+6,895
+4,336% +$535K 0.02% 323
2021
Q1 		$12K Sell
159
-16
-9% -$1.16K ﹤0.01% 1774
2020
Q4 		$12K Hold
175
– – ﹤0.01% 1633
2020
Q3 		$10K Hold
175
– – ﹤0.01% 1637
2020
Q2 		$9K Sell
175
-24,488
-99% -$1.23M ﹤0.01% 1604
2020
Q1 		$1.06M Sell
24,663
-2,935
-11% -$162K 0.09% 91
2019
Q4 		$1.65M Buy
27,598
+10,750
+64% +$617K 0.12% 74
2019
Q3 		$943K Buy
16,848
+54
+0.3% +$3.02K 0.08% 104
2019
Q2 		$938K Buy
16,794
+302
+2% +$16.6K 0.08% 95
2019
Q1 		$890K Sell
16,492
-442
-3% -$22.9K 0.08% 101
2018
Q4 		$787K Sell
16,934
-28,642
-63% -$1.44M 0.07% 107
2018
Q3 		$2.51M Buy
45,576
+14,228
+45% +$780K 0.26% 36
2018
Q2 		$1.66M Buy
31,348
+9,832
+46% +$518K 0.19% 58
2018
Q1 		$1.11M Buy
21,516
+3,548
+20% +$187K 0.13% 57
2017
Q4 		$935K Sell
17,968
-4,296
-19% -$218K 0.11% 74
2017
Q3 		$1.1M Buy
22,264
+5,420
+32% +$262K 0.15% 48
2017
Q2 		$809K Sell
16,844
-3,080
-15% -$146K 0.12% 61
2017
Q1 		$932K Buy
19,924
+76
+0.4% +$3.52K 0.14% 55
2016
Q4 		$888K Sell
19,848
-5,380
-21% -$235K 0.15% 52
2016
Q3 		$1.1M Buy
25,228
+1,524
+6% +$66.1K 0.16% 44
2016
Q2 		$997K Buy
23,704
+7,036
+42% +$290K 0.15% 37
2016
Q1 		$679K Sell
16,668
-3,428
-17% -$130K 0.12% 51
2015
Q4 		$805K Buy
20,096
+12
+0.1% +$489 0.16% 39
2015
Q3 		$781K Buy
20,084
+3,544
+21% +$147K 0.18% 32
2015
Q2 		$704K Hold
16,540
– – 0.15% 43
2015
Q1 		$716K Hold
16,540
– – 0.17% 42
2014
Q4 		$691K Buy
16,540
+584
+4% +$23.7K 0.17% 45
2014
Q3 		$632K Hold
15,956
– – 0.21% 39
2014
Q2 		$648K Hold
15,956
– – 0.23% 36
2014
Q1 		$617K Hold
15,956
– – 0.25% 28
2013
Q4 		$598K Hold
15,956
– – 0.22% 34
2013
Q3 		$555K Hold
15,956
– – 0.24% 35
2013
Q2 		$518K Buy
+15,956
New +$517K 0.27% 41

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

SignatureFD's IWR Position: Q2 2026 in Review

SignatureFD held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 78 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2694.

SignatureFD first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.51M in Q3 2018. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • SignatureFD held 78 shares of iShares Russell Mid-Cap ETF worth $8.61K as of Q2 2026.
  • SignatureFD left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #2694 holding.
  • SignatureFD first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • SignatureFD's iShares Russell Mid-Cap ETF position peaked at $2.51M in Q3 2018.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.