Advisory Resource Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisory Resource 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 Q2	$4.23M	Buy	38,299 +31,646	+476%	+$3.33M	0.64%	46
2026 Q1	$647K	Sell	6,653 -60	-0.9%	-$5.99K	0.11%	126
2025 Q4	$646K	Buy	6,713 +244	+4%	+$23.5K	0.11%	122
2025 Q3	$625K	Buy	6,469 +14	+0.2%	+$1.33K	0.11%	127
2025 Q2	$594K	Sell	6,455 -126	-2%	-$10.9K	0.11%	127
2025 Q1	$560K	Buy	6,581 +414	+7%	+$36.9K	0.11%	127
2024 Q4	$545K	Sell	6,167 -11	-0.2%	-$998	0.12%	123
2024 Q3	$544K	Hold	6,178	–	–	0.12%	120
2024 Q2	$501K	Buy	6,178 +229	+4%	+$18.6K	0.11%	117
2024 Q1	$500K	Buy	5,949 +138	+2%	+$10.9K	0.11%	115
2023 Q4	$452K	Buy	5,811 +638	+12%	+$45.3K	0.11%	120
2023 Q3	$358K	Buy	5,173 +2,070	+67%	+$151K	0.1%	120
2023 Q2	$227K	Buy	+3,103	New	+$216K	0.06%	138
2023 Q1	–	Sell	-15,993	Closed	-$1.08M	–	155
2022 Q4	$1.08M	Buy	15,993 +611	+4%	+$41.2K	0.32%	56
2022 Q3	$956K	Buy	+15,382	New	+$1.06M	0.32%	60

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisory Resource Group's IWR Position: Q2 2026 in Review

Advisory Resource Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 476% in Q2 2026, buying an estimated $3.33M and bringing the position to 38,299 shares worth $4.23M. The position accounts for 0.64% of the portfolio, ranked #46.

Advisory Resource Group first reported a position in IWR in Q3 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Advisory Resource Group held 38,299 shares of iShares Russell Mid-Cap ETF worth $4.23M as of Q2 2026.
Advisory Resource Group bought 31,646 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.33M.
iShares Russell Mid-Cap ETF made up 0.64% of Advisory Resource Group's portfolio in Q2 2026, its #46 holding.
Advisory Resource Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.