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

SRH 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	$15.9K	Hold	144	–	–	﹤0.01%	192
2026 Q1	$14K	Hold	144	–	–	﹤0.01%	201
2025 Q4	$13.9K	Hold	144	–	–	﹤0.01%	202
2025 Q3	$13.9K	Hold	144	–	–	﹤0.01%	193
2025 Q2	$13.2K	Hold	144	–	–	﹤0.01%	193
2025 Q1	$12.3K	Hold	144	–	–	﹤0.01%	200
2024 Q4	$12.7K	Hold	144	–	–	﹤0.01%	204
2024 Q3	$12.7K	Hold	144	–	–	﹤0.01%	202
2024 Q2	$11.7K	Hold	144	–	–	﹤0.01%	205
2024 Q1	$12.1K	Hold	144	–	–	﹤0.01%	204
2023 Q4	$11.2K	Hold	144	–	–	﹤0.01%	203
2023 Q3	$9.97K	Hold	144	–	–	﹤0.01%	197
2023 Q2	$10.1K	Hold	144	–	–	0.01%	197
2023 Q1	$10K	Sell	144 -905	-86%	-$63.9K	0.01%	195
2022 Q4	$71K	Hold	1,049	–	–	0.04%	98
2022 Q3	$65K	Buy	1,049 +905	+628%	+$62.3K	0.08%	103
2022 Q2	$9K	Hold	144	–	–	0.01%	209
2022 Q1	$11K	Hold	144	–	–	0.01%	209
2021 Q4	$12K	Hold	144	–	–	0.01%	208
2021 Q3	$11K	Hold	144	–	–	0.01%	209
2021 Q2	$11K	Hold	144	–	–	0.01%	208
2021 Q1	$11K	Hold	144	–	–	0.02%	202
2020 Q4	$10K	Hold	144	–	–	0.02%	199
2020 Q3	$8K	Hold	144	–	–	0.02%	193
2020 Q2	$8K	Hold	144	–	–	0.02%	180
2020 Q1	$6K	Hold	144	–	–	0.02%	184
2019 Q4	$9K	Hold	144	–	–	0.03%	170
2019 Q3	$8K	Hold	144	–	–	0.03%	172
2019 Q2	$8K	Hold	144	–	–	0.03%	177
2019 Q1	$8K	Hold	144	–	–	0.03%	168
2018 Q4	$7K	Hold	144	–	–	0.03%	174
2018 Q3	$8K	Hold	144	–	–	0.03%	187
2018 Q2	$8K	Hold	144	–	–	0.03%	176
2018 Q1	$7K	Buy	+144	New	+$7.59K	0.03%	157

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

SRH Advisors's IWR Position: Q2 2026 in Review

SRH Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 144 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #192.

SRH Advisors first reported a position in IWR in Q1 2018 and has held it in 34 quarters since. The position peaked at $71K in Q4 2022. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SRH Advisors held 144 shares of iShares Russell Mid-Cap ETF worth $15.9K as of Q2 2026.
SRH Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of SRH Advisors's portfolio in Q2 2026, its #192 holding.
SRH Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
SRH Advisors's iShares Russell Mid-Cap ETF position peaked at $71K in Q4 2022.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SRH Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.