Smith Thornton Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Smith Thornton Advisors’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	$6.29M	Buy	57,271 +4,681	+9%	+$492K	2.77%	7
2026 Q1	$5.11M	Buy	52,590 +376	+0.7%	+$37.6K	2.58%	11
2025 Q4	$5.03M	Buy	52,214 +1,559	+3%	+$150K	2.56%	10
2025 Q3	$4.89M	Buy	50,655 +2,593	+5%	+$246K	2.57%	8
2025 Q2	$4.42M	Buy	48,062 +1,014	+2%	+$87.6K	2.54%	8
2025 Q1	$4M	Buy	47,048 +25,742	+121%	+$2.3M	2.49%	8
2024 Q4	$1.88M	Sell	21,306 -446	-2%	-$40.5K	1.19%	26
2024 Q3	$1.92M	Sell	21,752 -62	-0.3%	-$5.22K	1.26%	27
2024 Q2	$1.77M	Buy	+21,814	New	+$1.78M	1.3%	25

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 Thornton Advisors's IWR Position: Q2 2026 in Review

Smith Thornton Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.9% in Q2 2026, buying an estimated $492K and bringing the position to 57,271 shares worth $6.29M. The position accounts for 2.77% of the portfolio, ranked #7.

Smith Thornton Advisors first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Smith Thornton Advisors held 57,271 shares of iShares Russell Mid-Cap ETF worth $6.29M as of Q2 2026.
Smith Thornton Advisors bought 4,681 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $492K.
iShares Russell Mid-Cap ETF made up 2.77% of Smith Thornton Advisors's portfolio in Q2 2026, its #7 holding.
Smith Thornton Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.