Wellspring Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wellspring Financial Advisors’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	$1.21M	Hold	10,932	–	–	0.08%	93
2026 Q1	$1.06M	Buy	10,932 +3,047	+39%	+$304K	0.08%	93
2025 Q4	$759K	Hold	7,885	–	–	0.06%	107
2025 Q3	$761K	Hold	7,885	–	–	0.07%	75
2025 Q2	$725K	Buy	7,885 +5,325	+208%	+$460K	0.07%	70
2025 Q1	$218K	Hold	2,560	–	–	0.02%	124
2024 Q4	$226K	Sell	2,560 -4,031	-61%	-$366K	0.02%	123
2024 Q3	$581K	Buy	+6,591	New	+$555K	0.07%	77

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

MMA

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Wellspring Financial Advisors's IWR Position: Q2 2026 in Review

Wellspring Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,932 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #93.

Wellspring Financial Advisors first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 560 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wellspring Financial Advisors held 10,932 shares of iShares Russell Mid-Cap ETF worth $1.21M as of Q2 2026.
Wellspring Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Wellspring Financial Advisors's portfolio in Q2 2026, its #93 holding.
Wellspring Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
560 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.