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

SlateStone Wealth’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 		$1.62M Sell
14,672
-270
-2% -$28.4K 0.12% 126
2026
Q1 		$1.45M Sell
14,942
-100
-0.7% -$9.99K 0.12% 133
2025
Q4 		$1.45M Hold
15,042
– – 0.12% 132
2025
Q3 		$1.45M Sell
15,042
-100
-0.7% -$9.48K 0.13% 133
2025
Q2 		$1.39M Sell
15,142
-100
-0.7% -$8.64K 0.13% 130
2025
Q1 		$1.3M Sell
15,242
-10
-0.1% -$892 0.13% 129
2024
Q4 		$1.35M Sell
15,252
-258
-2% -$23.4K 0.13% 127
2024
Q3 		$1.37M Buy
15,510
+328
+2% +$27.6K 0.12% 126
2024
Q2 		$1.23M Sell
15,182
-1,002
-6% -$81.6K 0.13% 129
2024
Q1 		$1.36M Buy
16,184
+500
+3% +$39.6K 0.14% 122
2023
Q4 		$1.22M Buy
15,684
+1,202
+8% +$85.4K 0.16% 112
2023
Q3 		$1M Buy
14,482
+400
+3% +$29.2K 0.15% 115
2023
Q2 		$1.03M Buy
14,082
+1,658
+13% +$115K 0.19% 93
2023
Q1 		$869K Buy
12,424
+2,200
+22% +$155K 0.18% 100
2022
Q4 		$690K Buy
10,224
+1,700
+20% +$115K 0.17% 98
2022
Q3 		$530K Buy
8,524
+1,576
+23% +$108K 0.14% 109
2022
Q2 		$449K Buy
+6,948
New +$495K 0.11% 115

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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

SlateStone Wealth's IWR Position: Q2 2026 in Review

SlateStone Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $28.4K and leaving 14,672 shares worth $1.62M. The position accounts for 0.12% of the portfolio, ranked #126.

SlateStone Wealth first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • SlateStone Wealth held 14,672 shares of iShares Russell Mid-Cap ETF worth $1.62M as of Q2 2026.
  • SlateStone Wealth sold 270 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28.4K.
  • iShares Russell Mid-Cap ETF made up 0.12% of SlateStone Wealth's portfolio in Q2 2026, its #126 holding.
  • SlateStone Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.