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

Westwind 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	$214K	Hold	1,943	–	–	0.05%	75
2026 Q1	$189K	Hold	1,943	–	–	0.05%	40
2025 Q4	$187K	Hold	1,943	–	–	0.04%	39
2025 Q3	$188K	Hold	1,943	–	–	0.04%	36
2025 Q2	$179K	Hold	1,943	–	–	0.04%	37
2025 Q1	$165K	Hold	1,943	–	–	0.04%	34
2024 Q4	$172K	Hold	1,943	–	–	0.04%	37
2024 Q3	$171K	Sell	1,943 -7,109	-79%	-$599K	0.04%	36
2024 Q2	$158K	Buy	9,052 +7,109	+366%	+$579K	0.04%	36
2024 Q1	$163K	Hold	1,943	–	–	0.04%	34
2023 Q4	$151K	Hold	1,943	–	–	0.04%	33
2023 Q3	$135K	Sell	1,943 -140	-7%	-$10.2K	0.04%	31
2023 Q2	$152K	Hold	2,083	–	–	0.04%	32
2023 Q1	$146K	Buy	2,083 +433	+26%	+$30.6K	0.05%	31
2022 Q4	$111K	Buy	1,650 +211	+15%	+$14.2K	0.04%	31
2022 Q3	$89K	Hold	1,439	–	–	0.03%	32
2022 Q2	$93K	Hold	1,439	–	–	0.03%	31
2022 Q1	$112K	Hold	1,439	–	–	0.03%	30
2021 Q4	$119K	Hold	1,439	–	–	0.03%	29
2021 Q3	$113K	Hold	1,439	–	–	0.03%	28
2021 Q2	$114K	Sell	1,439 -51	-3%	-$3.96K	0.03%	31
2021 Q1	$110K	Buy	1,490 +100	+7%	+$7.23K	0.03%	29
2020 Q4	$95K	Sell	1,390 -1,179	-46%	-$75.1K	0.03%	28
2020 Q3	$147K	Hold	2,569	–	–	0.05%	26
2020 Q2	$138K	Hold	2,569	–	–	0.05%	27
2020 Q1	$111K	Buy	2,569 +617	+32%	+$34K	0.06%	26
2019 Q4	$116K	Buy	1,952 +504	+35%	+$28.9K	0.06%	27
2019 Q3	$81K	Hold	1,448	–	–	0.04%	29
2019 Q2	$81K	Hold	1,448	–	–	0.05%	27
2019 Q1	$78K	Hold	1,448	–	–	0.05%	31
2018 Q4	$67K	Hold	1,448	–	–	0.05%	31
2018 Q3	$80K	Hold	1,448	–	–	0.05%	28
2018 Q2	$77K	Hold	1,448	–	–	0.06%	29
2018 Q1	$75K	Hold	1,448	–	–	0.06%	23
2017 Q4	$75K	Buy	+1,448	New	+$73.5K	0.07%	24

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 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

Westwind Capital's IWR Position: Q2 2026 in Review

Westwind Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,943 shares worth $214K. The position accounts for 0.05% of the portfolio, ranked #75.

Westwind Capital first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Westwind Capital held 1,943 shares of iShares Russell Mid-Cap ETF worth $214K as of Q2 2026.
Westwind Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Westwind Capital's portfolio in Q2 2026, its #75 holding.
Westwind Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Westwind Capital's 13F filing for Q2 2026, filed 15 Jul 2026.