Smith & Howard Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Smith & Howard Wealth 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 Q1	$5.33M	Buy	54,989 +7,047	+15%	+$704K	1.15%	22
2025 Q4	$4.62M	Buy	47,942 +2,508	+6%	+$241K	1.04%	22
2025 Q3	$4.39M	Sell	45,434 -472	-1%	-$44.7K	1.01%	22
2025 Q2	$4.22M	Buy	45,906 +977	+2%	+$84.4K	1.07%	21
2025 Q1	$3.82M	Buy	44,929 +3,319	+8%	+$296K	1.04%	21
2024 Q4	$3.68M	Sell	41,610 -1,186	-3%	-$108K	1.04%	22
2024 Q3	$3.77M	Buy	42,796 +333	+0.8%	+$28.1K	1.06%	21
2024 Q2	$3.44M	Sell	42,463 -193	-0.5%	-$15.7K	1.02%	24
2024 Q1	$3.59M	Sell	42,656 -1,415	-3%	-$112K	1.11%	23
2023 Q4	$3.43M	Buy	44,071 +7,223	+20%	+$513K	1.21%	22
2023 Q3	$2.55M	Buy	36,848 +966	+3%	+$70.5K	0.9%	25
2023 Q2	$2.62M	Sell	35,882 -1,937	-5%	-$135K	0.92%	25
2023 Q1	$2.64M	Buy	37,819 +7,445	+25%	+$526K	0.91%	24
2022 Q4	$2.05M	Buy	30,374 +6,337	+26%	+$427K	0.78%	25
2022 Q3	$1.49M	Buy	24,037 +5,729	+31%	+$394K	0.64%	29
2022 Q2	$1.18M	Buy	18,308 +8,776	+92%	+$625K	0.5%	34
2022 Q1	$744K	Buy	9,532 +1,541	+19%	+$119K	0.31%	35
2021 Q4	$663K	Buy	7,991 +1,181	+17%	+$96.9K	0.3%	37
2021 Q3	$533K	Sell	6,810 -2,318	-25%	-$186K	0.25%	40
2021 Q2	$723K	Sell	9,128 -616	-6%	-$47.8K	0.34%	34
2021 Q1	$720K	Sell	9,744 -691	-7%	-$50K	0.36%	32
2020 Q4	$715K	Buy	10,435 +95	+0.9%	+$6.05K	0.38%	31
2020 Q3	$593K	Buy	10,340 +1,960	+23%	+$112K	0.35%	36
2020 Q2	$449K	Sell	8,380 -141	-2%	-$7.07K	0.28%	41
2020 Q1	$368K	Sell	8,521 -12,113	-59%	-$667K	0.23%	45
2019 Q4	$1.23M	Sell	20,634 -1,640	-7%	-$94.2K	0.42%	32
2019 Q3	$1.25M	Sell	22,274 -1,461	-6%	-$81.7K	0.5%	29
2019 Q2	$1.33M	Sell	23,735 -249	-1%	-$13.7K	0.56%	21
2019 Q1	$1.29M	Buy	23,984 +7,054	+42%	+$365K	0.64%	20
2018 Q4	$787K	Buy	+16,930	New	+$854K	0.43%	21

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Smith & Howard Wealth Management's IWR Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q1 2026, buying an estimated $704K and bringing the position to 54,989 shares worth $5.33M. The position accounts for 1.15% of the portfolio, ranked #22.

Smith & Howard Wealth Management first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Smith & Howard Wealth Management held 54,989 shares of iShares Russell Mid-Cap ETF worth $5.33M as of Q1 2026.
Smith & Howard Wealth Management bought 7,047 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $704K.
iShares Russell Mid-Cap ETF made up 1.15% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #22 holding.
Smith & Howard Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.