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SJS Investment Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SJS Investment Consulting’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 		$170K Sell
1,545
-118
-7% -$12.4K 0.02% 178
2026
Q1 		$162K Buy
1,663
+638
+62% +$63.7K 0.02% 164
2025
Q4 		$98.7K Buy
1,025
+730
+247% +$70.2K 0.01% 206
2025
Q3 		$28.5K Hold
295
– – ﹤0.01% 467
2025
Q2 		$27.1K Hold
295
– – ﹤0.01% 245
2025
Q1 		$25.1K Hold
295
– – ﹤0.01% 262
2024
Q4 		$26.1K Hold
295
– – ﹤0.01% 253
2024
Q3 		$26K Sell
295
-30
-9% -$2.53K ﹤0.01% 261
2024
Q2 		$26.4K Hold
325
– – 0.01% 241
2024
Q1 		$27.3K Hold
325
– – 0.01% 248
2023
Q4 		$25.3K Hold
325
– – 0.01% 221
2023
Q3 		$22.5K Hold
325
– – 0.01% 224
2023
Q2 		$23.7K Hold
325
– – 0.01% 210
2023
Q1 		$22.7K Hold
325
– – 0.01% 217
2022
Q4 		$21.9K Hold
325
– – 0.01% 224
2022
Q3 		$20K Buy
+325
New +$22.4K 0.01% 241
2022
Q1 		$25K Hold
325
– – 0.01% 270
2021
Q4 		$27K Buy
+325
New +$26.7K 0.01% 230

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

SJS Investment Consulting's IWR Position: Q2 2026 in Review

SJS Investment Consulting reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $12.4K and leaving 1,545 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #178.

SJS Investment Consulting first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. 680 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • SJS Investment Consulting held 1,545 shares of iShares Russell Mid-Cap ETF worth $170K as of Q2 2026.
  • SJS Investment Consulting sold 118 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.4K.
  • iShares Russell Mid-Cap ETF made up 0.02% of SJS Investment Consulting's portfolio in Q2 2026, its #178 holding.
  • SJS Investment Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.