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: 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.