Thurston Springer Miller Herd & Titak’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Thurston Springer Miller Herd & Titak’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	$5.41K	Sell	49 -32	-40%	-$3.37K	﹤0.01%	974
2026 Q1	$7.88K	Sell	81 -696	-90%	-$69.5K	﹤0.01%	954
2025 Q4	$74.8K	Buy	+777	New	+$74.7K	0.03%	414
2025 Q3	–	Sell	-25	Closed	-$2.3K	–	969
2025 Q2	$2.3K	Buy	+25	New	+$2.16K	﹤0.01%	1396

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's IWR Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak reduced its iShares Russell Mid-Cap ETF (IWR) stake by 40% in Q2 2026, selling an estimated $3.37K and leaving 49 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Thurston Springer Miller Herd & Titak first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. The position peaked at $74.8K in Q4 2025. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Thurston Springer Miller Herd & Titak held 49 shares of iShares Russell Mid-Cap ETF worth $5.41K as of Q2 2026.
Thurston Springer Miller Herd & Titak sold 32 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.37K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #974 holding.
Thurston Springer Miller Herd & Titak first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Thurston Springer Miller Herd & Titak's iShares Russell Mid-Cap ETF position peaked at $74.8K in Q4 2025.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.