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

Unique 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	$19.3M	Buy	174,962 +757	+0.4%	+$79.6K	2.25%	11
2026 Q1	$16.9M	Buy	174,205 +7,205	+4%	+$720K	2.34%	11
2025 Q4	$16.1M	Buy	167,000 +1,677	+1%	+$161K	2.24%	12
2025 Q3	$16M	Sell	165,323 -476	-0.3%	-$45.1K	2.34%	12
2025 Q2	$15.2M	Buy	165,799 +4,431	+3%	+$383K	2.46%	10
2025 Q1	$13.7M	Buy	161,368 +39,223	+32%	+$3.5M	2.59%	8
2024 Q4	$10.8M	Buy	122,145 +15,556	+15%	+$1.41M	2.25%	9
2024 Q3	$9.39M	Buy	106,589 +25,117	+31%	+$2.12M	2.15%	9
2024 Q2	$6.61M	Buy	81,472 +9,454	+13%	+$769K	1.73%	12
2024 Q1	$6.06M	Buy	72,018 +6,493	+10%	+$515K	1.71%	13
2023 Q4	$5.09M	Buy	65,525 +36,496	+126%	+$2.59M	1.65%	13
2023 Q3	$2.01M	Buy	29,029 +10,360	+55%	+$756K	0.84%	20
2023 Q2	$1.36M	Buy	18,669 +1,017	+6%	+$70.7K	0.6%	21
2023 Q1	$1.23M	Buy	17,652 +1,865	+12%	+$132K	0.6%	18
2022 Q4	$1.06M	Buy	+15,787	New	+$1.06M	0.57%	19

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

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

Unique Wealth's IWR Position: Q2 2026 in Review

Unique Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.43% in Q2 2026, buying an estimated $79.6K and bringing the position to 174,962 shares worth $19.3M. The position accounts for 2.25% of the portfolio, ranked #11.

Unique Wealth first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 724 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Unique Wealth held 174,962 shares of iShares Russell Mid-Cap ETF worth $19.3M as of Q2 2026.
Unique Wealth bought 757 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $79.6K.
iShares Russell Mid-Cap ETF made up 2.25% of Unique Wealth's portfolio in Q2 2026, its #11 holding.
Unique Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
724 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.