Alpha Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Alpha Financial Partners’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	$617K	Buy	5,593 +15	+0.3%	+$1.58K	0.32%	50
2026 Q1	$542K	Sell	5,578 -196	-3%	-$19.6K	0.32%	49
2025 Q4	$556K	Sell	5,774 -26	-0.4%	-$2.5K	0.34%	45
2025 Q3	$560K	Buy	5,800 +100	+2%	+$9.48K	0.36%	43
2025 Q2	$524K	Sell	5,700 -168	-3%	-$14.5K	0.38%	41
2025 Q1	$499K	Sell	5,868 -27	-0.5%	-$2.41K	0.4%	37
2024 Q4	$521K	Buy	+5,895	New	+$535K	0.41%	35
2024 Q3	–	Sell	-5,931	Closed	-$481K	–	128
2024 Q2	$481K	Buy	+5,931	New	+$483K	0.42%	35

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

Alpha Financial Partners's IWR Position: Q2 2026 in Review

Alpha Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $1.58K and bringing the position to 5,593 shares worth $617K. The position accounts for 0.32% of the portfolio, ranked #50.

Alpha Financial Partners first reported a position in IWR in Q2 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Alpha Financial Partners held 5,593 shares of iShares Russell Mid-Cap ETF worth $617K as of Q2 2026.
Alpha Financial Partners bought 15 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.58K.
iShares Russell Mid-Cap ETF made up 0.32% of Alpha Financial Partners's portfolio in Q2 2026, its #50 holding.
Alpha Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.