Summit Financial Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Financial Strategies’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	$3.44M	Buy	31,156 +1	+0%	+$105	0.24%	38
2026 Q1	$3.03M	Sell	31,155 -157	-0.5%	-$15.7K	0.24%	41
2025 Q4	$3.01M	Sell	31,312 -83	-0.3%	-$7.98K	0.25%	40
2025 Q3	$3.03M	Sell	31,395 -32	-0.1%	-$3.03K	0.26%	36
2025 Q2	$2.89M	Buy	31,427 +3,043	+11%	+$263K	0.27%	39
2025 Q1	$2.41M	Hold	28,384	–	–	0.24%	40
2024 Q4	$2.51M	Sell	28,384 -230	-0.8%	-$20.9K	0.28%	34
2024 Q3	$2.52M	Buy	28,614 +256	+0.9%	+$21.6K	0.28%	32
2024 Q2	$2.3M	Sell	28,358 -273	-1%	-$22.2K	0.29%	32
2024 Q1	$2.41M	Sell	28,631 -240	-0.8%	-$19K	0.34%	29
2023 Q4	$2.24M	Buy	28,871 +2,367	+9%	+$168K	0.34%	30
2023 Q3	$1.84M	Buy	26,504 +779	+3%	+$56.8K	0.35%	26
2023 Q2	$1.88M	Sell	25,725 -3,003	-10%	-$209K	0.35%	27
2023 Q1	$2.01M	Sell	28,728 -306	-1%	-$21.6K	0.4%	25
2022 Q4	$1.96M	Buy	29,034 +23,148	+393%	+$1.56M	0.42%	24
2022 Q3	$366K	Sell	5,886 -14,042	-70%	-$966K	0.09%	75
2022 Q2	$1.29M	Buy	+19,928	New	+$1.42M	0.3%	26

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Summit Financial Strategies's IWR Position: Q2 2026 in Review

Summit Financial Strategies increased its iShares Russell Mid-Cap ETF (IWR) stake by 0% in Q2 2026, buying an estimated $105 and bringing the position to 31,156 shares worth $3.44M. The position accounts for 0.24% of the portfolio, ranked #38.

Summit Financial Strategies first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Summit Financial Strategies held 31,156 shares of iShares Russell Mid-Cap ETF worth $3.44M as of Q2 2026.
Summit Financial Strategies bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.24% of Summit Financial Strategies's portfolio in Q2 2026, its #38 holding.
Summit Financial Strategies first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.