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Welch Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Welch Group’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 		$278K Buy
2,524
+66
+3% +$6.94K 0.01% 255
2026
Q1 		$239K Buy
2,458
+11
+0.4% +$1.1K 0.01% 265
2025
Q4 		$236K Buy
2,447
+126
+5% +$12.1K 0.01% 274
2025
Q3 		$224K Buy
2,321
+17
+0.7% +$1.61K 0.01% 271
2025
Q2 		$212K Buy
+2,304
New +$199K 0.01% 260

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

Welch Group's IWR Position: Q2 2026 in Review

Welch Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q2 2026, buying an estimated $6.94K and bringing the position to 2,524 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #255.

Welch Group first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 724 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Welch Group held 2,524 shares of iShares Russell Mid-Cap ETF worth $278K as of Q2 2026.
  • Welch Group bought 66 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.94K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #255 holding.
  • Welch Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 724 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.