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

Smith Salley 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 Q2	$898K	Buy	8,136 +186	+2%	+$19.6K	0.04%	163
2026 Q1	$773K	Sell	7,950 -111	-1%	-$11.1K	0.04%	167
2025 Q4	$776K	Sell	8,061 -100	-1%	-$9.62K	0.04%	162
2025 Q3	$788K	Sell	8,161 -668	-8%	-$63.3K	0.04%	161
2025 Q2	$812K	Sell	8,829 -224	-2%	-$19.4K	0.05%	155
2025 Q1	$770K	Sell	9,053 -412	-4%	-$36.7K	0.05%	152
2024 Q4	$837K	Buy	9,465 +192	+2%	+$17.4K	0.05%	150
2024 Q3	$817K	Buy	+9,273	New	+$781K	0.05%	153
2024 Q1	–	Sell	-26,497	Closed	-$2.06M	–	242
2023 Q4	$2.06M	Buy	26,497 +508	+2%	+$36.1K	0.13%	108
2023 Q3	$1.8M	Buy	25,989 +805	+3%	+$58.7K	0.13%	105
2023 Q2	$1.84M	Buy	25,184 +4,843	+24%	+$337K	0.14%	105
2023 Q1	$1.42M	Sell	20,341 -294	-1%	-$20.8K	0.11%	114
2022 Q4	$1.39M	Buy	20,635 +9,660	+88%	+$651K	0.12%	116
2022 Q3	$682K	Sell	10,975 -17,335	-61%	-$1.19M	0.06%	143
2022 Q2	$1.83M	Buy	28,310 +8,144	+40%	+$580K	0.16%	107
2022 Q1	$1.57M	Sell	20,166 -2,123	-10%	-$163K	0.12%	117
2021 Q4	$1.85M	Hold	22,289	–	–	0.13%	118
2021 Q3	$1.74M	Hold	22,289	–	–	0.14%	111
2021 Q2	$1.77M	Hold	22,289	–	–	0.14%	107
2021 Q1	$1.65M	Buy	+22,289	New	+$1.61M	0.15%	99
2018 Q4	–	Sell	-6,640	Closed	-$366K	–	176
2018 Q3	$366K	Hold	6,640	–	–	0.06%	141
2018 Q2	$352K	Hold	6,640	–	–	0.06%	138
2018 Q1	$343K	Sell	6,640 -1,476	-18%	-$77.8K	0.06%	135
2017 Q4	$422K	Buy	+8,116	New	+$412K	0.08%	127
2014 Q3	–	Sell	-7,900	Closed	-$321K	–	183
2014 Q2	$321K	Buy	+7,900	New	+$308K	0.09%	149

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Smith Salley Wealth Management's IWR Position: Q2 2026 in Review

Smith Salley Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, buying an estimated $19.6K and bringing the position to 8,136 shares worth $898K. The position accounts for 0.04% of the portfolio, ranked #163.

Smith Salley Wealth Management first reported a position in IWR in Q2 2014 and has held it in 25 quarters since. The position peaked at $2.06M in Q4 2023. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Smith Salley Wealth Management held 8,136 shares of iShares Russell Mid-Cap ETF worth $898K as of Q2 2026.
Smith Salley Wealth Management bought 186 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $19.6K.
iShares Russell Mid-Cap ETF made up 0.04% of Smith Salley Wealth Management's portfolio in Q2 2026, its #163 holding.
Smith Salley Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and has held it in 25 quarters since.
Smith Salley Wealth Management's iShares Russell Mid-Cap ETF position peaked at $2.06M in Q4 2023.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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