St. Clair Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

St. Clair 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	$2.61M	Sell	23,625 -15,845	-40%	-$1.67M	0.67%	28
2026 Q1	$3.84M	Buy	39,470 +14,545	+58%	+$1.45M	1.02%	19
2025 Q4	$2.4M	Buy	24,925 +2,550	+11%	+$245K	0.62%	29
2025 Q3	$2.16M	Buy	22,375 +91	+0.4%	+$8.63K	0.57%	30
2025 Q2	$2.05M	Sell	22,284 -1,126	-5%	-$97.3K	0.54%	31
2025 Q1	$1.99M	Sell	23,410 -11,401	-33%	-$1.02M	0.56%	30
2024 Q4	$3.08M	Buy	34,811 +11,827	+51%	+$1.07M	0.88%	25
2024 Q3	$2.03M	Sell	22,984 -2,500	-10%	-$211K	0.58%	28
2024 Q2	$2.07M	Sell	25,484 -800	-3%	-$65.1K	0.66%	26
2024 Q1	$2.21M	Sell	26,284 -24,932	-49%	-$1.98M	0.72%	25
2023 Q4	$3.98M	Buy	51,216 +22,144	+76%	+$1.57M	1.37%	11
2023 Q3	$2.01M	Buy	29,072 +2,088	+8%	+$152K	0.79%	23
2023 Q2	$1.97M	Sell	26,984 -1,000	-4%	-$69.6K	0.77%	22
2023 Q1	$1.96M	Sell	27,984 -211	-0.7%	-$14.9K	0.85%	21
2022 Q4	$1.9M	Buy	28,195 +211	+0.8%	+$14.2K	1.2%	15
2022 Q3	$1.74M	Sell	27,984 -1,989	-7%	-$137K	1.39%	12
2022 Q2	$1.94M	Buy	29,973 +549	+2%	+$39.1K	1.57%	12
2022 Q1	$2.3M	Sell	29,424 -31,294	-52%	-$2.41M	1.56%	12
2021 Q4	$5.04M	Buy	60,718 +31,294	+106%	+$2.57M	2.89%	4
2021 Q3	$2.3M	Buy	29,424 +544	+2%	+$43.6K	1.59%	12
2021 Q2	$2.29M	Buy	28,880 +194	+0.7%	+$15K	1.71%	11
2021 Q1	$2.12M	Sell	28,686 -114	-0.4%	-$8.24K	1.7%	12
2020 Q4	$1.97M	Buy	+28,800	New	+$1.83M	1.87%	9

Other funds holding IWR

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 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

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

St. Clair Advisors's IWR Position: Q2 2026 in Review

St. Clair Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q2 2026, selling an estimated $1.67M and leaving 23,625 shares worth $2.61M. The position accounts for 0.67% of the portfolio, ranked #28.

St. Clair Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.04M in Q4 2021. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

St. Clair Advisors held 23,625 shares of iShares Russell Mid-Cap ETF worth $2.61M as of Q2 2026.
St. Clair Advisors sold 15,845 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.67M.
iShares Russell Mid-Cap ETF made up 0.67% of St. Clair Advisors's portfolio in Q2 2026, its #28 holding.
St. Clair Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
St. Clair Advisors's iShares Russell Mid-Cap ETF position peaked at $5.04M in Q4 2021.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on St. Clair Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.