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Taylor & Morgan Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Taylor & Morgan Wealth 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 		$15M Buy
136,353
+8,615
+7% +$906K 7.42% 4
2026
Q1 		$12.4M Buy
127,738
+6,754
+6% +$675K 7.09% 4
2025
Q4 		$11.6M Buy
120,984
+3,270
+3% +$314K 6.53% 4
2025
Q3 		$11.4M Buy
117,714
+1,950
+2% +$185K 6.98% 4
2025
Q2 		$10.6M Buy
115,764
+357
+0.3% +$30.8K 7.19% 4
2025
Q1 		$9.82M Buy
115,407
+3,342
+3% +$298K 7.4% 4
2024
Q4 		$9.91M Buy
112,065
+707
+0.6% +$64.2K 6.96% 4
2024
Q3 		$9.82M Buy
111,358
+1,315
+1% +$111K 6.58% 4
2024
Q2 		$8.92M Buy
110,043
+3,725
+4% +$303K 6.31% 4
2024
Q1 		$8.94M Buy
106,318
+12,030
+13% +$953K 6.56% 4
2023
Q4 		$7.33M Buy
94,288
+3,379
+4% +$240K 5.83% 5
2023
Q3 		$6.3M Sell
90,909
-2,708
-3% -$198K 5.67% 5
2023
Q2 		$6.84M Buy
93,617
+19,725
+27% +$1.37M 5.61% 5
2023
Q1 		$5.17M Buy
73,892
+8,023
+12% +$566K 4.49% 7
2022
Q4 		$4.44M Buy
65,869
+1,837
+3% +$124K 4.19% 6
2022
Q3 		$3.98M Sell
64,032
-2,217
-3% -$152K 3.96% 7
2022
Q2 		$4.28M Buy
66,249
+1,560
+2% +$111K 4.06% 7
2022
Q1 		$5.05M Buy
64,689
+15,229
+31% +$1.17M 4.13% 7
2021
Q4 		$4.11M Buy
+49,460
New +$4.06M 3.32% 8

Other funds holding IWR

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
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Commonwealth Equity Services
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
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Taylor & Morgan Wealth Management's IWR Position: Q2 2026 in Review

Taylor & Morgan Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.7% in Q2 2026, buying an estimated $906K and bringing the position to 136,353 shares worth $15M. The position accounts for 7.42% of the portfolio, ranked #4.

Taylor & Morgan Wealth Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 764 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Taylor & Morgan Wealth Management held 136,353 shares of iShares Russell Mid-Cap ETF worth $15M as of Q2 2026.
  • Taylor & Morgan Wealth Management bought 8,615 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $906K.
  • iShares Russell Mid-Cap ETF made up 7.42% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Taylor & Morgan Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 764 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.