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

Towerpoint Wealth’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	$352K	Sell	3,194 -280	-8%	-$29.4K	0.12%	82
2026 Q1	$338K	Buy	3,474 +94	+3%	+$9.39K	0.14%	71
2025 Q4	$325K	Sell	3,380 -308	-8%	-$29.6K	0.13%	69
2025 Q3	$356K	Buy	3,688 +308	+9%	+$29.2K	0.15%	67
2025 Q2	$311K	Buy	+3,380	New	+$292K	0.14%	73
2022 Q4	–	Sell	-4,685	Closed	-$291K	–	89
2022 Q3	$291K	Sell	4,685 -915	-16%	-$62.9K	0.18%	65
2022 Q2	$362K	Sell	5,600 -5,835	-51%	-$415K	0.22%	64
2022 Q1	$892K	Buy	+11,435	New	+$880K	0.44%	40

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 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

Towerpoint Wealth's IWR Position: Q2 2026 in Review

Towerpoint Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.1% in Q2 2026, selling an estimated $29.4K and leaving 3,194 shares worth $352K. The position accounts for 0.12% of the portfolio, ranked #82.

Towerpoint Wealth first reported a position in IWR in Q1 2022 and has held it in 8 quarters since. The position peaked at $892K in Q1 2022. 443 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Towerpoint Wealth held 3,194 shares of iShares Russell Mid-Cap ETF worth $352K as of Q2 2026.
Towerpoint Wealth sold 280 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $29.4K.
iShares Russell Mid-Cap ETF made up 0.12% of Towerpoint Wealth's portfolio in Q2 2026, its #82 holding.
Towerpoint Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
Towerpoint Wealth's iShares Russell Mid-Cap ETF position peaked at $892K in Q1 2022.
443 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.