Summit Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Investment Advisory Services’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	$891K	Buy	8,079 +57	+0.7%	+$6K	0.22%	37
2026 Q1	$780K	Buy	8,022 +2	+0%	+$200	0.29%	32
2025 Q4	$772K	Buy	8,020 +327	+4%	+$31.4K	0.29%	35
2025 Q3	$743K	Buy	7,693 +2	+0%	+$190	0.3%	34
2025 Q2	$707K	Buy	7,691 +1	+0%	+$86	0.31%	34
2025 Q1	$654K	Buy	7,690 +2	+0%	+$178	0.32%	32
2024 Q4	$680K	Buy	7,688 +161	+2%	+$14.6K	0.35%	35
2024 Q3	$663K	Sell	7,527 -5,538	-42%	-$467K	0.35%	33
2024 Q2	$1.06M	Buy	13,065 +5,542	+74%	+$451K	1.25%	20
2024 Q1	$633K	Sell	7,523 -126	-2%	-$9.98K	0.37%	32
2023 Q4	$595K	Buy	7,649 +5	+0.1%	+$355	0.37%	34
2023 Q3	$529K	Hold	7,644	–	–	0.39%	29
2023 Q2	$558K	Sell	7,644 -12	-0.2%	-$835	0.37%	29
2023 Q1	$535K	Buy	7,656 +2	+0%	+$141	0.38%	28
2022 Q4	$516K	Buy	+7,654	New	+$516K	0.63%	26

Other funds holding IWR

JIC

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Summit Investment Advisory Services's IWR Position: Q2 2026 in Review

Summit Investment Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.71% in Q2 2026, buying an estimated $6K and bringing the position to 8,079 shares worth $891K. The position accounts for 0.22% of the portfolio, ranked #37.

Summit Investment Advisory Services first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.06M in Q2 2024. 560 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Summit Investment Advisory Services held 8,079 shares of iShares Russell Mid-Cap ETF worth $891K as of Q2 2026.
Summit Investment Advisory Services bought 57 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6K.
iShares Russell Mid-Cap ETF made up 0.22% of Summit Investment Advisory Services's portfolio in Q2 2026, its #37 holding.
Summit Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Summit Investment Advisory Services's iShares Russell Mid-Cap ETF position peaked at $1.06M in Q2 2024.
560 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.