Wedmont Private Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wedmont Private Capital’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	$1.43M	Buy	13,043 +3,768	+41%	+$396K	0.04%	264
2026 Q1	$939K	Buy	9,275 +10	+0.1%	+$999	0.03%	335
2025 Q4	$916K	Buy	9,265 +2,608	+39%	+$251K	0.03%	312
2025 Q3	$643K	Buy	6,657 +3	+0%	+$284	0.02%	382
2025 Q2	$622K	Sell	6,654 -1	-0%	-$86	0.03%	370
2025 Q1	$530K	Sell	6,655 -1	-0%	-$89	0.03%	371
2024 Q4	$583K	Buy	6,656 +20	+0.3%	+$1.81K	0.03%	328
2024 Q3	$579K	Buy	6,636 +3	+0%	+$253	0.03%	318
2024 Q2	$553K	Sell	6,633 -565	-8%	-$46K	0.03%	316
2024 Q1	$599K	Buy	7,198 +569	+9%	+$45.1K	0.04%	285
2023 Q4	$511K	Buy	6,629 +3	+0%	+$213	0.04%	298
2023 Q3	$457K	Buy	6,626 +1,329	+25%	+$97K	0.05%	276
2023 Q2	$395K	Buy	+5,297	New	+$368K	0.04%	310

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

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

Wedmont Private Capital's IWR Position: Q2 2026 in Review

Wedmont Private Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, buying an estimated $396K and bringing the position to 13,043 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #264.

Wedmont Private Capital first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wedmont Private Capital held 13,043 shares of iShares Russell Mid-Cap ETF worth $1.43M as of Q2 2026.
Wedmont Private Capital bought 3,768 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $396K.
iShares Russell Mid-Cap ETF made up 0.04% of Wedmont Private Capital's portfolio in Q2 2026, its #264 holding.
Wedmont Private Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.