Smith & Howard Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Smith & Howard Wealth Management's IWR Position: Q2 2026 in Review
Smith & Howard Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $181K and leaving 53,269 shares worth $5.88M. The position accounts for 1.17% of the portfolio, ranked #23.
Smith & Howard Wealth Management first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Smith & Howard Wealth Management held 53,269 shares of iShares Russell Mid-Cap ETF worth $5.88M as of Q2 2026.
- Smith & Howard Wealth Management sold 1,720 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $181K.
- iShares Russell Mid-Cap ETF made up 1.17% of Smith & Howard Wealth Management's portfolio in Q2 2026, its #23 holding.
- Smith & Howard Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Smith & Howard Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.