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Wolff Wiese Magana’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wolff Wiese Magana’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 		$40.7K Sell
369
-30
-8% -$3.15K 0.02% 262
2026
Q1 		$38.8K Hold
399
– – 0.02% 243
2025
Q4 		$38.4K Buy
399
+1
+0.3% +$96 0.02% 233
2025
Q3 		$38.4K Hold
398
– – 0.02% 239
2025
Q2 		$36.6K Sell
398
-18
-4% -$1.55K 0.02% 230
2025
Q1 		$35.4K Hold
416
– – 0.02% 220
2024
Q4 		$36.8K Sell
416
-198
-32% -$18K 0.02% 223
2024
Q3 		$54.1K Buy
614
+218
+55% +$18.4K 0.04% 182
2024
Q2 		$32.1K Buy
396
+1
+0.3% +$81 0.03% 203
2024
Q1 		$33.2K Hold
395
– – 0.03% 181
2023
Q4 		$30.7K Sell
395
-210
-35% -$14.9K 0.03% 184
2023
Q3 		$41.9K Hold
605
– – 0.03% 198
2023
Q2 		$44.2K Hold
605
– – 0.03% 201
2023
Q1 		$42.3K Hold
605
– – 0.03% 198
2022
Q4 		$40.8K Hold
605
– – 0.04% 201
2022
Q3 		$38K Hold
605
– – 0.03% 276
2022
Q2 		$39K Hold
605
– – 0.03% 295
2022
Q1 		$48K Buy
605
+135
+29% +$10.4K 0.03% 279
2021
Q4 		$39K Buy
470
+210
+81% +$17.2K 0.03% 314
2021
Q3 		$20K Hold
260
– – 0.01% 420
2021
Q2 		$21K Hold
260
– – 0.02% 391
2021
Q1 		$19K Hold
260
– – 0.01% 399
2020
Q4 		$18K Buy
+260
New +$16.6K 0.02% 383

Other funds holding IWR

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

Wolff Wiese Magana's IWR Position: Q2 2026 in Review

Wolff Wiese Magana reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.5% in Q2 2026, selling an estimated $3.15K and leaving 369 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #262.

Wolff Wiese Magana first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $54.1K in Q3 2024. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wolff Wiese Magana held 369 shares of iShares Russell Mid-Cap ETF worth $40.7K as of Q2 2026.
  • Wolff Wiese Magana sold 30 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.15K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Wolff Wiese Magana's portfolio in Q2 2026, its #262 holding.
  • Wolff Wiese Magana first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Wolff Wiese Magana's iShares Russell Mid-Cap ETF position peaked at $54.1K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.