Synergy Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Synergy Investment 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	$104K	Buy	947 +570	+151%	+$60K	0.03%	258
2026 Q1	$36.6K	Buy	+377	New	+$37.7K	0.01%	323
2025 Q2	–	Sell	-224	Closed	-$19.1K	–	329
2025 Q1	$19.1K	Hold	224	–	–	0.01%	319
2024 Q4	$19.8K	Buy	+224	New	+$20.3K	0.01%	323

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Synergy Investment Management's IWR Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 151% in Q2 2026, buying an estimated $60K and bringing the position to 947 shares worth $104K. The position accounts for 0.03% of the portfolio, ranked #258.

Synergy Investment Management first reported a position in IWR in Q4 2024 and has held it in 4 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Synergy Investment Management held 947 shares of iShares Russell Mid-Cap ETF worth $104K as of Q2 2026.
Synergy Investment Management bought 570 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $60K.
iShares Russell Mid-Cap ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #258 holding.
Synergy Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 4 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.