Sunbeam Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sunbeam Capital Management’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	$1.17M	Sell	10,586 -2,372	-18%	-$249K	0.53%	37
2026 Q1	$1.26M	Buy	12,958 +34	+0.3%	+$3.4K	0.72%	28
2025 Q4	$1.24M	Buy	12,924 +53	+0.4%	+$5.1K	0.74%	28
2025 Q3	$1.24M	Buy	12,871 +43	+0.3%	+$4.08K	0.77%	23
2025 Q2	$1.18M	Buy	12,828 +37	+0.3%	+$3.2K	0.89%	26
2025 Q1	$1.09M	Buy	12,791 +39	+0.3%	+$3.48K	1.04%	23
2024 Q4	$1.13M	Buy	+12,752	New	+$1.16M	1.05%	24

Other funds holding IWR

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 Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Sunbeam Capital Management's IWR Position: Q2 2026 in Review

Sunbeam Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q2 2026, selling an estimated $249K and leaving 10,586 shares worth $1.17M. The position accounts for 0.53% of the portfolio, ranked #37.

Sunbeam Capital Management first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q1 2026. 808 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sunbeam Capital Management held 10,586 shares of iShares Russell Mid-Cap ETF worth $1.17M as of Q2 2026.
Sunbeam Capital Management sold 2,372 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $249K.
iShares Russell Mid-Cap ETF made up 0.53% of Sunbeam Capital Management's portfolio in Q2 2026, its #37 holding.
Sunbeam Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Sunbeam Capital Management's iShares Russell Mid-Cap ETF position peaked at $1.26M in Q1 2026.
808 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.