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Summit Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Summit Wealth Partners’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 		$7.68M Sell
69,625
-1,426
-2% -$150K 1.09% 28
2026
Q1 		$6.91M Sell
71,051
-2,181
-3% -$218K 1.09% 26
2025
Q4 		$7.05M Sell
73,232
-4,160
-5% -$400K 1.3% 23
2025
Q3 		$7.47M Sell
77,392
-3,338
-4% -$316K 1.35% 21
2025
Q2 		$7.42M Sell
80,730
-4,986
-6% -$431K 1.42% 21
2025
Q1 		$7.29M Sell
85,716
-2,649
-3% -$236K 1.48% 20
2024
Q4 		$7.81M Sell
88,365
-7,477
-8% -$679K 1.6% 21
2024
Q3 		$8.45M Sell
95,842
-5,192
-5% -$437K 1.63% 18
2024
Q2 		$8.19M Sell
101,034
-6,908
-6% -$562K 1.7% 18
2024
Q1 		$9.08M Sell
107,942
-2,847
-3% -$226K 1.94% 14
2023
Q4 		$8.61M Sell
110,789
-2,295
-2% -$163K 2% 15
2023
Q3 		$7.83M Buy
113,084
+3,038
+3% +$222K 2% 15
2023
Q2 		$8.04M Sell
110,046
-1,366
-1% -$95K 2.02% 15
2023
Q1 		$7.79M Sell
111,412
-3,785
-3% -$267K 2% 15
2022
Q4 		$7.77M Sell
115,197
-2,173
-2% -$147K 2.06% 14
2022
Q3 		$7.29M Sell
117,370
-6,294
-5% -$433K 2.06% 14
2022
Q2 		$8M Sell
123,664
-16,192
-12% -$1.15M 2.14% 14
2022
Q1 		$10.9M Sell
139,856
-12,870
-8% -$991K 2.47% 14
2021
Q4 		$12.7M Buy
152,726
+1,414
+0.9% +$116K 2.72% 12
2021
Q3 		$11.8M Buy
151,312
+7,622
+5% +$611K 2.8% 13
2021
Q2 		$11.4M Sell
143,690
-947
-0.7% -$73.5K 2.72% 13
2021
Q1 		$10.7M Buy
144,637
+7,778
+6% +$562K 2.74% 12
2020
Q4 		$9.38M Buy
136,859
+24,335
+22% +$1.55M 2.55% 12
2020
Q3 		$6.46M Sell
112,524
-7,301
-6% -$416K 1.94% 18
2020
Q2 		$6.42M Sell
119,825
-2,305
-2% -$116K 2.07% 17
2020
Q1 		$5.27M Buy
122,130
+11,982
+11% +$659K 2.14% 17
2019
Q4 		$6.57M Buy
+110,148
New +$6.32M 2.27% 16

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 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
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Summit Wealth Partners's IWR Position: Q2 2026 in Review

Summit Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q2 2026, selling an estimated $150K and leaving 69,625 shares worth $7.68M. The position accounts for 1.09% of the portfolio, ranked #28.

Summit Wealth Partners first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $12.7M in Q4 2021. 902 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Summit Wealth Partners held 69,625 shares of iShares Russell Mid-Cap ETF worth $7.68M as of Q2 2026.
  • Summit Wealth Partners sold 1,426 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $150K.
  • iShares Russell Mid-Cap ETF made up 1.09% of Summit Wealth Partners's portfolio in Q2 2026, its #28 holding.
  • Summit Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $12.7M in Q4 2021.
  • 902 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.