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

ABLE Financial 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
Q1 		$2.26M Sell
23,250
-966
-4% -$96.5K 0.44% 55
2025
Q4 		$2.33M Sell
24,216
-369
-2% -$35.5K 0.47% 50
2025
Q3 		$2.37M Sell
24,585
-2,504
-9% -$237K 0.51% 46
2025
Q2 		$2.49M Sell
27,089
-8,243
-23% -$712K 0.6% 39
2025
Q1 		$3.01M Sell
35,332
-3,982
-10% -$355K 0.84% 29
2024
Q4 		$3.48M Sell
39,314
-63,641
-62% -$5.78M 1.03% 29
2024
Q3 		$9.07M Buy
102,955
+6,682
+7% +$563K 2.8% 10
2024
Q2 		$7.81M Buy
96,273
+5,496
+6% +$447K 2.82% 9
2024
Q1 		$7.63M Sell
90,777
-1,757
-2% -$139K 3% 7
2023
Q4 		$7.19M Buy
92,534
+5,548
+6% +$394K 3.11% 8
2023
Q3 		$6.02M Buy
86,986
+9,995
+13% +$729K 3.01% 10
2023
Q2 		$5.62M Buy
76,991
+2,322
+3% +$162K 2.91% 10
2023
Q1 		$5.22M Buy
+74,669
New +$5.27M 3.4% 7

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ABLE Financial Group's IWR Position: Q1 2026 in Review

ABLE Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4% in Q1 2026, selling an estimated $96.5K and leaving 23,250 shares worth $2.26M. The position accounts for 0.44% of the portfolio, ranked #55.

ABLE Financial Group first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.07M in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • ABLE Financial Group held 23,250 shares of iShares Russell Mid-Cap ETF worth $2.26M as of Q1 2026.
  • ABLE Financial Group sold 966 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $96.5K.
  • iShares Russell Mid-Cap ETF made up 0.44% of ABLE Financial Group's portfolio in Q1 2026, its #55 holding.
  • ABLE Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • ABLE Financial Group's iShares Russell Mid-Cap ETF position peaked at $9.07M in Q3 2024.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.