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Sonoma Allocations’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sonoma Allocations’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 		– Sell
-4,899
Closed -$483K – 138
2026
Q1 		$483K Hold
4,899
– – 0.17% 91
2025
Q4 		$489K Sell
4,899
-1
-0% -$96 0.16% 79
2025
Q3 		$466K Buy
+4,900
New +$464K 0.17% 70

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
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
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Sonoma Allocations's IWR Position: Q2 2026 in Review

Sonoma Allocations sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 4,899 shares — an estimated $483K sold.

Sonoma Allocations first reported a position in IWR in Q3 2025 and held it in 3 quarters. The position peaked at $489K in Q4 2025. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Sonoma Allocations reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Sonoma Allocations sold 4,899 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $483K.
  • Sonoma Allocations first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and held it in 3 quarters.
  • Sonoma Allocations's iShares Russell Mid-Cap ETF position peaked at $489K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.