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

Smallwood Wealth Investment 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	$21K	Hold	190	–	–	0.01%	273
2026 Q1	$18.5K	Hold	190	–	–	0.01%	267
2025 Q4	$18.3K	Hold	190	–	–	0.01%	264
2025 Q3	$18.3K	Hold	190	–	–	0.01%	271
2025 Q2	$17.5K	Hold	190	–	–	0.01%	264
2025 Q1	$16.2K	Buy	+190	New	+$16.9K	0.01%	272

Other funds holding IWR

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Smallwood Wealth Investment Management's IWR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 190 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #273.

Smallwood Wealth Investment Management first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 737 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Smallwood Wealth Investment Management held 190 shares of iShares Russell Mid-Cap ETF worth $21K as of Q2 2026.
Smallwood Wealth Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #273 holding.
Smallwood Wealth Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
737 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.