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

Stewardship 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 		$218K Buy
+1,974
New +$208K 0.05% 170
2025
Q4 		– Sell
-2,074
Closed -$200K – 163
2025
Q3 		$200K Buy
+2,074
New +$197K 0.05% 153

Other funds holding IWR

Truist Financial
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
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
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
Commonwealth Equity Services
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Stewardship Advisors's IWR Position: Q2 2026 in Review

Stewardship Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,974 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #170 among its holdings. This is a return to the name: Stewardship Advisors previously reported a position in IWR as recently as Q3 2025.

Stewardship Advisors first reported a position in IWR in Q3 2025 and has held it in 2 quarters since. 783 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Stewardship Advisors held 1,974 shares of iShares Russell Mid-Cap ETF worth $218K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Stewardship Advisors position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.05% of Stewardship Advisors's portfolio in Q2 2026, its #170 holding.
  • Stewardship Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 2 quarters since.
  • 783 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.