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

Waterfront 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 		$409K Buy
3,716
+5
+0.1% +$526 0.06% 230
2026
Q1 		$361K Sell
3,711
-173
-4% -$17.3K 0.07% 231
2025
Q4 		$391K Buy
3,884
+141
+4% +$13.6K 0.07% 214
2025
Q3 		$359K Sell
3,743
-83
-2% -$7.87K 0.07% 213
2025
Q2 		$352K Buy
3,826
+1
+0% +$86 0.08% 212
2025
Q1 		$325K Hold
3,825
– – 0.08% 212
2024
Q4 		$338K Buy
3,825
+1
+0% +$91 0.08% 211
2024
Q3 		$340K Buy
3,824
+286
+8% +$24.1K 0.08% 209
2024
Q2 		$287K Buy
3,538
+1
+0% +$81 0.08% 206
2024
Q1 		$284K Hold
3,537
– – 0.08% 209
2023
Q4 		$275K Buy
3,537
+185
+6% +$13.1K 0.08% 208
2023
Q3 		$222K Buy
3,352
+1
+0% +$73 0.07% 225
2023
Q2 		$254K Buy
3,351
+128
+4% +$8.9K 0.08% 220
2023
Q1 		$225K Hold
3,223
– – 0.07% 224
2022
Q4 		$234K Sell
3,223
-1
-0% -$67 0.08% 223
2022
Q3 		$217K Hold
3,224
– – 0.08% 224
2022
Q2 		$208K Hold
3,224
– – 0.08% 218
2022
Q1 		$249K Sell
3,224
-676
-17% -$52K 0.09% 212
2021
Q4 		$324K Buy
3,900
+676
+21% +$55.5K 0.13% 156
2021
Q3 		$252K Hold
3,224
– – 0.12% 151
2021
Q2 		$255K Hold
3,224
– – 0.12% 151
2021
Q1 		$242K Hold
3,224
– – 0.12% 148
2020
Q4 		$221K Buy
+3,224
New +$205K 0.16% 123

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

Waterfront Wealth's IWR Position: Q2 2026 in Review

Waterfront Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.13% in Q2 2026, buying an estimated $526 and bringing the position to 3,716 shares worth $409K. The position accounts for 0.06% of the portfolio, ranked #230.

Waterfront Wealth first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 760 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Waterfront Wealth held 3,716 shares of iShares Russell Mid-Cap ETF worth $409K as of Q2 2026.
  • Waterfront Wealth bought 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
  • iShares Russell Mid-Cap ETF made up 0.06% of Waterfront Wealth's portfolio in Q2 2026, its #230 holding.
  • Waterfront Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 760 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.