YHB Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

YHB Investment 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	$340K	Buy	+3,082	New	+$324K	0.02%	258

Other funds holding IWR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

YHB Investment Advisors's IWR Position: Q2 2026 in Review

YHB Investment Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 3,082 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings.

305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

YHB Investment Advisors held 3,082 shares of iShares Russell Mid-Cap ETF worth $340K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new YHB Investment Advisors position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #258 holding.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.